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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
276	Utah Retirement Systems Salt Lake City, Utah	$7.22M	-$191K	2	0.13%	Reduced
277	AF Alerus Financial Grand Forks, North Dakota	$7.18M	+$1.21M	1	0.84%	Increased
278	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$7.16M	-$1M	1	0.5%	Reduced
279	Folketrygdfondet Oslo Norway, Norway	$7.14M	$0	1	0.29%	Maintained
280	CIC Cornercap Investment Counsel Atlanta, Georgia	$7.13M	-$75.1K	3	1.15%	Reduced
281	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$7.1M	+$938K	1	0.02%	Increased
282	VHAM Van Hulzen Asset Management El Dorado Hills, California	$7.04M	+$149K	1	1.06%	Increased
283	WIC Willis Investment Counsel Gainesville, Georgia	$7.02M	$0	1	0.54%	Maintained
284	MSA Mason Street Advisors Milwaukee, Wisconsin	$6.96M	-$80.1K	4	0.14%	Reduced
285	BRA Biechele Royce Advisors Fishers, Indiana	$6.83M	+$18.6K	1	4.31%	Increased
286	Susquehanna International Group Bala Cynwyd, Pennsylvania	$6.8M	-$3.13M	3	0%	Reduced
287	First Horizon Advisors Memphis, Tennessee	$6.47M	+$435K	2	0.51%	Increased
288	Mariner Overland Park, Kansas	$6.36M	-$573K	1	0.06%	Reduced
289	ECG Edge Capital Group Atlanta, Georgia	$6.3M	-$2.96M	1	0.66%	Reduced
290	Los Angeles Capital Management Los Angeles, California	$6.25M	+$758K	4	0.03%	Increased
291	Employees Retirement System of Texas Austin, Texas	$6.13M	+$382K	1	0.09%	Increased
292	Calamos Advisors Naperville, Illinois	$6.04M	-$363K	1	0.04%	Reduced
293	HRT Financial New York	$6.03M	+$5.44M	2	0.18%	Increased
294	GIA Granite Investment Advisors Concord, New Hampshire	$6.03M	-$262K	1	1.3%	Reduced
295	MLICM Metropolitan Life Insurance Company (MetLife) New York	$5.87M	-$655K	4	0.1%	Reduced
296	NCM Nelson Capital Management Menlo Park, California	$5.87M	-$70.7K	1	1.28%	Reduced
297	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$5.87M	+$72.7K	1	1.57%	Increased
298	GIM Goelzer Investment Management Carmel, Indiana	$5.86M	-$88.3K	1	0.56%	Reduced
299	British Columbia Investment Management Victoria, British Columbia, Canada	$5.79M	+$1.73M	1	0.06%	Increased
300	Marshall Wace London, United Kingdom	$5.76M	+$2.61M	3	0.04%	Increased