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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
1476	LF Lee Financial Dallas, Texas	$0	-$2.87K	1	0%	Reduced
1477	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$713K	0	–	Closed
1478	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained
1479	MCM Makena Capital Management Menlo Park, California	$0	-$837K	0	–	Closed
1480	Marshall Wace North America New York	$0	-$3.42M	0	–	Closed
1481	MC Martin Currie Edinburgh, United Kingdom	$0	-$10.5M	0	–	Closed
1482	MCF Advisors Covington, Kentucky	$0	-$27K	0	–	Closed
1483	MCM McRae Capital Management Morristown, New Jersey	$0	-$220K	0	–	Closed
1484	NIC Northwest Investment Counselors Lake Oswego, Oregon	$0	-$13K	0	–	Closed
1485	NIM NuWave Investment Management Parsippany, New Jersey	$0	-$103K	0	–	Closed
1486	Old Mission Capital Chicago, Illinois	$0	-$537K	0	–	Closed
1487	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$0	-$83K	0	–	Closed
1488	PFG PAX Financial Group San Antonio, Texas	$0	-$359K	0	–	Closed
1489	PAA Peregrine Asset Advisers Portland, Oregon	$0	-$4.18M	0	–	Closed
1490	Quadrature Capital London, United Kingdom	$0	-$171K	0	–	Closed
1491	RIM Rampart Investment Management Hartford, Connecticut	$0	-$171K	0	–	Closed
1492	RA Rational Advisors Huntington, New York	$0	-$5K	0	–	Closed
1493	Samlyn Capital New York	$0	-$882K	0	–	Closed
1494	SEC Seven Eight Capital New York	$0	-$1.69M	0	–	Closed
1495	SC Shellback Capital Boston, Massachusetts	$0	-$15.3M	0	–	Closed
1496	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$0	-$743K	0	–	Closed
1497	SG StoneX Group New York	$0	-$289K	0	–	Closed
1498	SWM Sugarloaf Wealth Management Duluth, Georgia	$0	$0	1	0%	Maintained
1499	SSC Syverson Strege & Co West Des Moines, Iowa	$0	+$21	1	0%	New
1500	Trian Fund Management New York	$0	-$103M	0	–	Closed