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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
226	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$55.7M	-$91.3M	1	2.3%	Reduced
227	Eventide Asset Management Boston, Massachusetts	$55.2M	-$3.76M	1	0.95%	Reduced
228	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$55.2M	+$30.8M	5	0.05%	Increased
229	Osaic Holdings Scottsdale, Arizona	$54.9M	+$7.56M	7	0.13%	Increased
230	MetLife Investment Management Whippany, New Jersey	$54.7M	+$15.9M	6	0.33%	Increased
231	CP Cumberland Partners Toronto, Ontario, Canada	$54.4M	-$3.92M	1	3.96%	Reduced
232	Arizona State Retirement System Phoenix, Arizona	$54.4M	+$13.1M	5	0.36%	Increased
233	Susquehanna International Group Bala Cynwyd, Pennsylvania	$54.3M	+$17M	7	0.01%	Increased
234	Squarepoint New York	$54.3M	+$48.8M	5	0.09%	Increased
235	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$54M	-$33.2M	6	0.05%	Reduced
236	Mercer Global Advisors Denver, Colorado	$52.3M	+$47.9M	3	0.14%	Increased
237	Zurich Insurance Group Zurich, Switzerland	$52.3M	-$21.4M	2	0.45%	Reduced
238	TD Waterhouse Canada Toronto, Ontario, Canada	$51.9M	+$8.37M	3	0.47%	Increased
239	GIP Granite Investment Partners El Segundo, California	$51.9M	+$14.2M	3	2.15%	Increased
240	Thrivent Financial for Lutherans Minneapolis, Minnesota	$51.8M	+$2.89M	5	0.1%	Increased
241	Bowen Hanes & Co Ponte Vedra Beach, Florida	$51.5M	-$349K	1	1.43%	Reduced
242	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$51.3M	+$36.7M	4	0.15%	Increased
243	DFO Duquesne Family Office New York	$51M	+$46.7M	1	1.75%	Increased
244	AIC AWM Investment Company New York	$50.4M	-$8.38M	1	6.81%	Reduced
245	State of Michigan Retirement System Lansing, Michigan	$50.3M	+$11.9M	3	0.26%	Increased
246	Fred Alger Management New York	$50M	+$94.1K	2	0.24%	Increased
247	Ferguson Wellman Capital Management Portland, Oregon	$49.6M	-$1.58M	2	1.01%	Reduced
248	MN Services Vermogensbeheer The Hague, Netherlands	$49.5M	-$1.16M	1	0.36%	Reduced
249	Tudor Investment Corp Stamford, Connecticut	$49M	+$43M	3	0.25%	Increased
250	SAM Scopus Asset Management New York	$48.7M	-$33.2M	3	0.98%	Reduced