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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
26	LCS Levin Capital Strategies New York	$177M	-$20.3M	1	3.01%	Reduced
27	Ameriprise Minneapolis, Minnesota	$172M	-$38.1M	4	0.11%	Reduced
28	Neuberger Berman Group New York	$169M	-$44.1M	2	0.22%	Reduced
29	TIAA CREF Investment Management New York	$166M	-$23.7M	3	0.13%	Reduced
30	WI WHV Investments San Francisco, California	$160M	-$18.8M	1	4.42%	Reduced
31	Two Sigma Investments New York	$155M	+$119M	4	0.79%	Increased
32	BlackRock Advisors Wilmington, Delaware	$155M	+$36.4M	3	0.17%	Increased
33	Capital Guardian Trust Los Angeles, California	$154M	-$9.63M	1	1.25%	Reduced
34	AllianceBernstein Nashville, Tennessee	$150M	+$119M	2	0.13%	Increased
35	Farallon Capital Management San Francisco, California	$150M	+$172M	1	1.98%	New
36	Macquarie Group Sydney, NSW 2000, Australia	$143M	+$22.7M	2	0.31%	Increased
37	Two Sigma Advisers New York	$133M	+$131M	3	0.84%	Increased
38	Jennison Associates New York	$131M	-$850K	1	0.13%	Reduced
39	I.G. Investment Management Winnipeg, Manitoba, Canada	$130M	-$596K	1	0.54%	Reduced
40	Fisher Asset Management Camas, Washington	$124M	-$44.8K	1	0.26%	Reduced
41	Goldman Sachs New York	$115M	-$49.3M	5	0.04%	Reduced
42	Hamlin Capital Management New York	$114M	+$16.9M	2	6.3%	Increased
43	Lyrical Asset Management New York	$107M	+$16.6M	1	2.55%	Increased
44	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$91M	+$2M	5	0.1%	Increased
45	Cooke & Bieler Philadelphia, Pennsylvania	$90.3M	+$42.6M	1	2.12%	Increased
46	USAA United Services Automobile Association San Antonio, Texas	$89.2M	-$19.9M	2	0.33%	Reduced
47	Lazard Asset Management New York	$86.4M	+$55M	1	0.21%	Increased
48	Charles Schwab San Francisco, California	$80.9M	+$68.9K	3	0.12%	Increased
49	Credit Suisse Zurich, Switzerland	$77.5M	-$15.4M	3	0.09%	Reduced
50	Lord, Abbett & Co Jersey City, New Jersey	$76.7M	+$57.9M	2	0.23%	Increased