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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	Deutsche Bank Frankfurt Am Main Ge, Germany	$219M	+$31.6M	5	0.15%	Increased
27	Arrowstreet Capital Boston, Massachusetts	$181M	+$35.3M	3	0.6%	Increased
28	Prudential Financial Newark, New Jersey	$171M	+$43.1M	3	0.29%	Increased
29	LCS Levin Capital Strategies New York	$169M	-$17.8M	1	3.05%	Reduced
30	Lyrical Asset Management New York	$160M	+$5.61M	1	3.34%	Increased
31	Macquarie Group Sydney, NSW 2000, Australia	$160M	-$1.61M	2	0.31%	Reduced
32	Capital Guardian Trust Los Angeles, California	$157M	-$4.95M	1	1.21%	Reduced
33	Royal Bank of Canada Toronto, Ontario, Canada	$153M	+$24.2M	4	0.09%	Increased
34	Neuberger Berman Group New York	$147M	+$785K	2	0.2%	Increased
35	ClearBridge Investments New York	$146M	+$8.39M	1	0.17%	Increased
36	Goldman Sachs New York	$143M	+$7.98M	6	0.05%	Increased
37	I.G. Investment Management Winnipeg, Manitoba, Canada	$135M	-$15.9M	1	0.54%	Reduced
38	Epoch Investment Partners New York	$135M	+$2.69M	1	0.5%	Increased
39	Hamlin Capital Management New York	$123M	-$11.4M	2	5.94%	Reduced
40	Jennison Associates New York	$120M	-$34.2M	1	0.13%	Reduced
41	Charles Schwab San Francisco, California	$115M	-$14.9M	4	0.14%	Reduced
42	OppenheimerFunds New York	$114M	+$7.76M	3	0.15%	Increased
43	Parametric Portfolio Associates Seattle, Washington	$110M	-$4.62M	4	0.17%	Reduced
44	Cooke & Bieler Philadelphia, Pennsylvania	$103M	-$313K	1	2.28%	Reduced
45	UBS Group Zurich, Switzerland	$102M	+$3.66M	6	0.06%	Increased
46	Hotchkis & Wiley Capital Management Los Angeles, California	$101M	-$1.36M	1	0.43%	Reduced
47	TIAA CREF Investment Management New York	$99.2M	+$21.6M	4	0.08%	Increased
48	BlackRock Advisors Wilmington, Delaware	$99.1M	-$2.95M	4	0.1%	Reduced
49	UBS AM Chicago, Illinois	$97.5M	+$4.92M	2	0.11%	Increased
50	T. Rowe Price Associates Baltimore, Maryland	$97.5M	-$118M	2	0.02%	Reduced