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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	% of Portfolio	Status
1376	River Road Asset Management Louisville, Kentucky	$0	-$235K	–	Closed
1377	RIL Rothschild Investment LLC Chicago, Illinois	$0	-$226K	–	Closed
1378	SIG Schaller Investment Group Winston Salem, North Carolina	$0	-$211K	–	Closed
1379	SCM Scopia Capital Management New York	$0	-$136K	–	Closed
1380	SC Shellback Capital Boston, Massachusetts	$0	-$22.4M	–	Closed
1381	SIC Shoker Investment Counsel Oxford, Ohio	$0	-$273K	–	Closed
1382	SWMG Signature Wealth Management Group Atlanta, Georgia	$0	-$6K	–	Closed
1383	SFM Signet Financial Management Parsippany, New Jersey	$0	-$162K	–	Closed
1384	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$0	-$250K	–	Closed
1385	SCM Southport Capital Management Chattanooga, Tennessee	$0	-$31K	–	Closed
1386	SouthState Corp Winter Haven, Florida	$0	-$246K	–	Closed
1387	SIM SSI Investment Management Los Angeles, California	$0	-$217K	–	Closed
1388	SG StoneX Group New York	$0	-$207K	–	Closed
1389	TG TLP Group Evanston, Illinois	$0	-$25K	–	Closed
1390	TVWM Tower View Wealth Management Shorewood, Wisconsin	$0	-$81K	–	Closed
1391	Trexquant Investment Stamford, Connecticut	$0	-$2.07M	–	Closed
1392	TC Trilogy Capital Irvine, California	$0	-$8K	–	Closed
1393	TPWA TRUE Private Wealth Advisors Salem, Oregon	$0	-$224K	–	Closed
1394	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$1.48M	–	Closed
1395	TCM Tygh Capital Management Portland, Oregon	$0	-$10.8M	–	Closed
1396	VLC Van Leeuwen & Company Princeton, New Jersey	$0	-$1.04M	–	Closed
1397	VCM Virtue Capital Management Brentwood, Tennessee	$0	-$874K	–	Closed
1398	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$0	-$65K	–	Closed
1399	VAM Visionary Asset Management Houston, Texas	$0	-$2.84M	–	Closed
1400	WI WBI Investments Red Bank, New Jersey	$0	-$1.42M	–	Closed