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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
326	PCM Palestra Capital Management New York	$41.4M	$0	1	1.14%	Maintained
327	Varma Mutual Pension Insurance Co Helsinki, Finland	$40.7M	-$12.8M	2	0.31%	Reduced
328	NIM Northeast Investment Management Boston, Massachusetts	$40.1M	+$9.22K	2	1.78%	Increased
329	USS Investment Management London, United Kingdom	$40.1M	+$34.7M	2	0.28%	Increased
330	MAI Capital Management Independence, Ohio	$39.9M	+$2.98M	5	0.3%	Increased
331	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$39.7M	+$1.11M	2	0.41%	Increased
332	Glenmede Trust Philadelphia, Pennsylvania	$39.7M	-$2.06M	4	0.2%	Reduced
333	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$38.9M	-$4M	5	0.34%	Reduced
334	NOCM Night Owl Capital Management Greenwich, Connecticut	$38.6M	+$12.1M	1	4.98%	Increased
335	Royce & Associates New York	$38.1M	-$10.5M	3	0.35%	Reduced
336	WhitTier Trust Company Reno, Nevada	$38M	+$1.06M	5	0.93%	Increased
337	Lido Advisors Los Angeles, California	$37.7M	+$4.89M	3	0.17%	Increased
338	AIC AWM Investment Company New York	$37.3M	-$5.67M	1	4.54%	Reduced
339	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$37.3M	+$38.2M	6	0.36%	New
340	Tudor Investment Corp Stamford, Connecticut	$37.2M	+$7.46M	3	0.14%	Increased
341	Utah Retirement Systems Salt Lake City, Utah	$37.2M	-$165K	3	0.41%	Reduced
342	Capital International Inc Los Angeles, California	$36.5M	+$11.2M	2	0.43%	Increased
343	LBP AM Paris, France	$36.2M	-$3.81M	2	0.49%	Reduced
344	GAI General American Investors New York	$36.2M	$0	1	2.51%	Maintained
345	Hudson Bay Capital Management Stamford, Connecticut	$35.5M	+$28.1M	2	0.12%	Increased
346	Candriam SCA Strassen, Luxembourg, Luxembourg	$35.3M	+$32.7M	1	0.2%	Increased
347	Associated Banc-Corp Green Bay, Wisconsin	$35.3M	-$3.28M	2	1.06%	Reduced
348	Mutual of America Capital Management New York	$34.6M	-$1.49M	5	0.37%	Reduced
349	Trexquant Investment Stamford, Connecticut	$34.4M	-$10.8M	2	0.4%	Reduced
350	Yousif Capital Management Bloomfield Hills, Michigan	$34.3M	-$1.1M	6	0.38%	Reduced