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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
201	Axa Paris, France	$11M	+$2.55M	1	0.05%	Increased
202	TPSF Texas Permanent School Fund Austin, Texas	$10.9M	-$127K	3	0.14%	Reduced
203	Associated Banc-Corp Green Bay, Wisconsin	$10.9M	+$76.5K	1	0.72%	Increased
204	TIP Torray Investment Partners Bethesda, Maryland	$10.8M	+$3.31K	1	0.56%	Increased
205	PDM Penn Davis McFarland Dallas, Texas	$10.5M	+$9.59M	1	2.76%	New
206	AIC AWM Investment Company New York	$10.5M	$0	1	2.2%	Maintained
207	ACM Argent Capital Management St Louis, Missouri	$10.4M	+$9.22M	1	0.48%	New
208	Suntrust Banks Atlanta, Georgia	$10.2M	+$3.5M	2	0.06%	Increased
209	CCMH Cornerstone Capital Management Holdings New York	$10.1M	-$295K	2	0.08%	Reduced
210	State of Michigan Retirement System Lansing, Michigan	$9.88M	-$16.6K	1	0.08%	Reduced
211	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$9.87M	+$22.8K	1	1.35%	Increased
212	VanEck Associates New York	$9.56M	-$721K	1	0.06%	Reduced
213	WesBanco Bank Wheeling, West Virginia	$9.52M	-$803K	1	0.57%	Reduced
214	Churchill Management Los Angeles, California	$9.4M	+$8.31M	1	0.66%	New
215	MIM Manitou Investment Management Toronto, Ontario, Canada	$9.28M	-$3.95M	1	3.86%	Reduced
216	FHAM Folger Hill Asset Management New York	$9.06M	+$8M	1	0.51%	New
217	State of Tennessee, Department of Treasury Nashville, Tennessee	$8.99M	+$3.47M	3	0.05%	Increased
218	CIM Calvert Investment Management Bethesda, Maryland	$8.94M	+$646K	1	0.39%	Increased
219	Cohen & Steers New York	$8.9M	+$7.86M	1	0.02%	New
220	Manning & Napier Advisors Fairport, New York	$8.9M	-$307K	2	0.05%	Reduced
221	JP Morgan Private Wealth Advisors San Francisco, California	$8.88M	+$1.98M	2	0.08%	Increased
222	Gulf International Bank (UK) London, United Kingdom	$8.61M	$0	1	0.15%	Maintained
223	1M 13D Management New York	$8.52M	-$2.02M	1	3.85%	Reduced
224	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$8.43M	+$16.6K	3	0.11%	Increased
225	VDBMI Van Den Berg Management I Austin, Texas	$8.39M	+$19.9K	1	1.1%	Increased