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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	$244M	+$3.21M	5	0.17%	Increased
27	Schroder Investment Management Group London, United Kingdom	$203M	+$104M	2	0.38%	Increased
28	Royal Bank of Canada Toronto, Ontario, Canada	$188M	+$17.5M	4	0.11%	Increased
29	Lyrical Asset Management New York	$171M	-$4.84M	1	3.35%	Reduced
30	Invesco Atlanta, Georgia	$163M	-$96M	5	0.06%	Reduced
31	Neuberger Berman Group New York	$158M	-$2.83M	2	0.22%	Reduced
32	Capital Guardian Trust Los Angeles, California	$156M	-$16.6M	1	1.18%	Reduced
33	Macquarie Group Sydney, NSW 2000, Australia	$155M	-$24.5M	2	0.3%	Reduced
34	Goldman Sachs New York	$155M	-$3M	6	0.05%	Reduced
35	LCS Levin Capital Strategies New York	$154M	-$31.3M	1	2.27%	Reduced
36	Epoch Investment Partners New York	$151M	+$3.22M	1	0.56%	Increased
37	Hamlin Capital Management New York	$138M	+$1.36M	2	6.4%	Increased
38	Charles Schwab San Francisco, California	$135M	+$8.33M	4	0.16%	Increased
39	OppenheimerFunds New York	$134M	+$8.57M	3	0.17%	Increased
40	I.G. Investment Management Winnipeg, Manitoba, Canada	$131M	-$17.5M	1	0.51%	Reduced
41	Jennison Associates New York	$129M	-$3.37M	1	0.14%	Reduced
42	UBS Group Zurich, Switzerland	$124M	+$10.5M	6	0.07%	Increased
43	UBS AM Chicago, Illinois	$120M	+$12.9M	2	0.13%	Increased
44	Prudential Financial Newark, New Jersey	$118M	-$68.9M	3	0.2%	Reduced
45	Credit Suisse Zurich, Switzerland	$115M	+$38.6M	4	0.11%	Increased
46	Cooke & Bieler Philadelphia, Pennsylvania	$113M	-$44K	1	2.38%	Reduced
47	Parametric Portfolio Associates Seattle, Washington	$107M	-$14.3M	4	0.16%	Reduced
48	New York State Common Retirement Fund Albany, New York	$106M	+$1.39M	4	0.15%	Increased
49	Hotchkis & Wiley Capital Management Los Angeles, California	$104M	-$6.6M	1	0.43%	Reduced
50	TIAA CREF Investment Management New York	$101M	-$8.03M	4	0.06%	Reduced