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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	Retirement Systems of Alabama Montgomery, Alabama	$89.2M	-$557K	3	0.32%	Reduced
227	Corient Private Wealth Miami, Florida	$89.2M	+$1.66M	3	0.12%	Increased
228	M&T Bank Buffalo, New York	$88.8M	-$14.3M	3	0.31%	Reduced
229	Arizona State Retirement System Phoenix, Arizona	$88.3M	-$758K	6	0.51%	Reduced
230	MetLife Investment Management Whippany, New Jersey	$87.7M	+$2.89M	5	0.52%	Increased
231	ZP Zimmer Partners New York	$86.8M	-$74M	3	1.89%	Reduced
232	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$86.7M	+$12.3M	1	0.14%	Increased
233	Dodge & Cox San Francisco, California	$85.8M	-$3.96M	1	0.05%	Reduced
234	VCM Valiant Capital Management San Francisco, California	$85.8M	+$3M	1	4.7%	Increased
235	Första AP-fonden Stockholm, Sweden	$84.5M	+$6.1M	2	0.56%	Increased
236	DnB Asset Management Oslo, Norway	$83.6M	+$3.47M	2	0.35%	Increased
237	APG Asset Management Amsterdam, Netherlands	$83.4M	-$48.2M	2	0.25%	Reduced
238	SCM Steadfast Capital Management New York	$82.5M	-$54.8M	1	1.47%	Reduced
239	Los Angeles Capital Management Los Angeles, California	$81M	-$5.88M	5	0.3%	Reduced
240	Mackenzie Financial Toronto Ontario, Ontario, Canada	$80.8M	+$25.5M	3	0.1%	Increased
241	State of Michigan Retirement System Lansing, Michigan	$80.2M	-$515K	3	0.42%	Reduced
242	GIP Granite Investment Partners El Segundo, California	$80.1M	+$7.5M	4	3.91%	Increased
243	Thrivent Financial for Lutherans Minneapolis, Minnesota	$79.1M	+$23.4M	5	0.17%	Increased
244	Quantinno Capital Management New York	$77.7M	+$24.9M	5	0.34%	Increased
245	Nisa Investment Advisors St. Louis, Missouri	$77.7M	+$2.49M	6	0.35%	Increased
246	Factory Mutual Insurance Waltham, Massachusetts	$77.5M	-$5.85M	2	0.85%	Reduced
247	ORIO Old Republic International (ORI) Chicago, Illinois	$77.5M	$0	1	3.04%	Maintained
248	JSC J. Stern & Co London, United Kingdom	$76.9M	+$2.11M	1	6.57%	Increased
249	Midwest Trust Overland Park, Kansas	$76.5M	+$65.7M	2	1.06%	New
250	Lido Advisors Los Angeles, California	$76.2M	+$15.6M	3	0.3%	Increased