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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	AllianceBernstein Nashville, Tennessee	$154M	+$1M	2	0.13%	Increased
27	I.G. Investment Management Winnipeg, Manitoba, Canada	$150M	+$19.4M	1	0.64%	Increased
28	BlackRock Advisors Wilmington, Delaware	$147M	-$10.7M	3	0.16%	Reduced
29	Neuberger Berman Group New York	$145M	-$26.8M	2	0.19%	Reduced
30	Jennison Associates New York	$143M	+$10.7M	1	0.14%	Increased
31	Capital Guardian Trust Los Angeles, California	$142M	-$14.3M	1	1.11%	Reduced
32	Royal Bank of Canada Toronto, Ontario, Canada	$135M	+$71.1M	5	0.09%	Increased
33	Macquarie Group Sydney, NSW 2000, Australia	$133M	-$10.8M	2	0.27%	Reduced
34	UBS Group Zurich, Switzerland	$125M	+$59.4M	5	0.08%	Increased
35	Two Sigma Investments New York	$125M	-$34.1M	4	0.6%	Reduced
36	Hamlin Capital Management New York	$121M	+$5.88M	2	6.52%	Increased
37	Two Sigma Advisers New York	$121M	-$13.6M	3	0.72%	Reduced
38	Fisher Asset Management Camas, Washington	$117M	-$8.25M	1	0.22%	Reduced
39	Arrowstreet Capital Boston, Massachusetts	$114M	+$43.5M	2	0.53%	Increased
40	ClearBridge Investments New York	$112M	-$108M	1	0.13%	Reduced
41	Goldman Sachs New York	$112M	-$6.74M	5	0.04%	Reduced
42	Hotchkis & Wiley Capital Management Los Angeles, California	$111M	+$60.9M	1	0.45%	Increased
43	Lyrical Asset Management New York	$104M	+$4.69M	1	2.56%	Increased
44	Russell Frank Company Seattle, Washington	$103M	+$38.6M	4	0.18%	Increased
45	T. Rowe Price Associates Baltimore, Maryland	$101M	-$133M	2	0.02%	Reduced
46	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$101M	+$8.73M	5	0.1%	Increased
47	WI WHV Investments San Francisco, California	$96M	-$36.6M	1	4.24%	Reduced
48	TIAA CREF Investment Management New York	$95.1M	-$76.4M	3	0.07%	Reduced
49	Cooke & Bieler Philadelphia, Pennsylvania	$93.6M	+$2.13M	1	2.06%	Increased
50	Lazard Asset Management New York	$89.2M	+$1.67M	1	0.2%	Increased