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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
1576	GAM Gould Asset Management Claremont, California	$0	-$536K	0	–	Closed
1577	GIA Granite Investment Advisors Concord, New Hampshire	$0	-$242K	0	–	Closed
1578	Hillsdale Investment Management Toronto, Ontario, Canada	$0	-$556K	0	–	Closed
1579	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$250K	0	–	Closed
1580	Impax Asset Management Group London, United Kingdom	$0	-$1.9M	0	–	Closed
1581	IAP Indie Asset Partners Carmel, Indiana	$0	-$291K	0	–	Closed
1582	IC Inscription Capital Houston, Texas	$0	-$712K	0	–	Closed
1583	IF Intrua Financial Houston, Texas	$0	-$209K	0	–	Closed
1584	IRAG Investment Research & Advisory Group Atlanta, Georgia	$0	-$8K	0	–	Closed
1585	KFP KB Financial Partners Princeton, New Jersey	$0	-$69K	0	–	Closed
1586	LPWM Lake Point Wealth Management Rockwall, Texas	$0	$0	1	0%	Maintained
1587	Larson Financial Group St Louis, Missouri	$0	$0	1	0%	Maintained
1588	LCM Legato Capital Management San Francisco, California	$0	-$298K	0	–	Closed
1589	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$420K	0	–	Closed
1590	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained
1591	LSV Asset Management Chicago, Illinois	$0	-$443K	0	–	Closed
1592	MPA Marvin & Palmer Associates Wilmington, Delaware	$0	-$11.1M	0	–	Closed
1593	Maverick Capital Dallas, Texas	$0	-$227K	0	–	Closed
1594	Meag Munich Ergo Munich, Germany	$0	-$1.63M	0	–	Closed
1595	Mondrian Investment Partners London, United Kingdom	$0	-$19.9M	0	–	Closed
1596	Moneta Group Investment Advisors St Louis, Missouri	$0	-$367K	0	–	Closed
1597	MUFG Securities EMEA London, United Kingdom	$0	-$1.78M	0	–	Closed
1598	NWA New World Advisors Hingham, Massachusetts	$0	-$1.14M	0	–	Closed
1599	NIG NFJ Investment Group Dallas, Texas	$0	-$6.79M	0	–	Closed
1600	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$0	-$230K	0	–	Closed