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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	Man Group London, United Kingdom	$69.5M	-$55.5M	4	0.18%	Reduced
227	Arizona State Retirement System Phoenix, Arizona	$69.1M	+$504K	6	0.42%	Increased
228	MetLife Investment Management Whippany, New Jersey	$68.1M	+$1.55M	6	0.37%	Increased
229	JSC J. Stern & Co London, United Kingdom	$67.9M	-$165K	1	6.4%	Reduced
230	Eastern Bank Boston, Massachusetts	$67.6M	-$348K	3	1.26%	Reduced
231	DnB Asset Management Oslo, Norway	$67.6M	+$8.58M	2	0.29%	Increased
232	Cerity Partners New York	$67.1M	+$10.6M	5	0.15%	Increased
233	MUFG Securities EMEA London, United Kingdom	$66.6M	+$64.4M	2	1.12%	New
234	TD Waterhouse Canada Toronto, Ontario, Canada	$66.2M	+$3.75M	3	0.53%	Increased
235	Ancora Advisors Cleveland, Ohio	$65.8M	+$396K	3	1.47%	Increased
236	R.M. Davis Inc Portland, Maine	$65.3M	-$1.32M	2	1.27%	Reduced
237	SG Americas Securities New York	$64.8M	+$53.9M	5	0.27%	Increased
238	Chilton Investment Company Stamford, Connecticut	$64.5M	-$1.24M	1	1.66%	Reduced
239	Trillium Asset Management Boston, Massachusetts	$64.2M	-$397K	3	1.66%	Reduced
240	Mackenzie Financial Toronto Ontario, Ontario, Canada	$63.8M	+$23M	2	0.09%	Increased
241	Ensign Peak Advisors Salt Lake City, Utah	$63.6M	+$9.13M	4	0.11%	Increased
242	DFO Duquesne Family Office New York	$63.6M	+$22M	2	1.71%	Increased
243	Vaughan David Investments Peoria, Illinois	$63.2M	-$3.66M	1	1.49%	Reduced
244	FCI Financial Counselors Inc Overland Park, Kansas	$63.1M	-$116K	2	0.92%	Reduced
245	Daiwa Securities Group Tokyo, Japan	$63M	+$4.54M	3	0.28%	Increased
246	State of Michigan Retirement System Lansing, Michigan	$62.9M	-$458K	3	0.33%	Reduced
247	Allianz Asset Management Munich, Germany	$62.7M	+$18.1M	4	0.08%	Increased
248	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$62.2M	+$21.1M	1	0.56%	Increased
249	Mercer Global Advisors Denver, Colorado	$61.1M	-$7.66M	3	0.15%	Reduced
250	Sanctuary Advisors Indianapolis, Indiana	$60.6M	-$86.4K	4	0.38%	Reduced