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Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1051	PAM Private Asset Management San Diego, California	$0	-$1.36M	0	–	Closed
1052	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$0	-$208K	0	–	Closed
1053	SAC Capital Advisors Stamford, Connecticut	$0	-$4.52M	0	–	Closed
1054	SCA Salient Capital Advisors Houston, Texas	$0	-$896K	0	–	Closed
1055	Samlyn Capital New York	$0	-$30.4M	0	–	Closed
1056	SCM Sandler Capital Management New York	$0	-$17.2M	0	–	Closed
1057	Santa Barbara Asset Management Los Angeles, California	$0	-$9.51M	0	–	Closed
1058	SGH Schonfeld Group Holdings Jericho, New York	$0	-$770K	0	–	Closed
1059	SIC Schwartz Investment Counsel Plymouth, Michigan	$0	-$967K	0	–	Closed
1060	SCA Secor Capital Advisors New York	$0	-$568K	0	–	Closed
1061	ST Spinnaker Trust Portland, Maine	$0	-$232K	0	–	Closed
1062	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$0	-$83K	0	–	Closed
1063	TFO Tarbox Family Office Newport Beach, California	$0	$0	1	0%	Maintained
1064	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$0	-$76K	0	–	Closed
1065	UPA Union Point Advisors San Mateo, California	$0	-$4.99M	0	–	Closed
1066	Victory Capital Management San Antonio, Texas	$0	-$48.3M	0	–	Closed
1067	Walleye Trading New York	$0	$0	1	0%	Maintained
1068	Washington Trust Westerly, Rhode Island	$0	-$211K	0	–	Closed
1069	WA WealthTrust Axiom Wayne, Pennsylvania	$0	-$206K	0	–	Closed
1070	WPC White Pine Capital Bloomington, Minnesota	$0	-$248K	0	–	Closed
1071	Winslow Capital Management Minneapolis, Minnesota	$0	-$4K	0	–	Closed