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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	$261M	-$9.36M	6	0.13%	Reduced
27	Fisher Asset Management Camas, Washington	$253M	+$10.3M	1	0.31%	Increased
28	Epoch Investment Partners New York	$249M	-$13.5M	1	0.95%	Reduced
29	Raymond James & Associates St Petersburg, Florida	$245M	+$5.79M	4	0.38%	Increased
30	Neuberger Berman Group New York	$236M	-$5.07M	3	0.27%	Reduced
31	Legal & General Group London, United Kingdom	$228M	+$9.7M	4	0.16%	Increased
32	UBS AM Chicago, Illinois	$217M	+$17.9M	4	0.16%	Increased
33	AQR Capital Management Greenwich, Connecticut	$216M	+$16.8M	3	0.21%	Increased
34	Capital International Investors Los Angeles, California	$209M	-$155M	1	0.1%	Reduced
35	Ameriprise Minneapolis, Minnesota	$199M	+$1.07M	5	0.07%	Increased
36	Parametric Portfolio Associates Seattle, Washington	$194M	+$7.68M	5	0.17%	Increased
37	Allianz Asset Management Munich, Germany	$191M	-$3.57M	2	0.17%	Reduced
38	LCS Levin Capital Strategies New York	$189M	-$53.3M	2	3.26%	Reduced
39	UBS Group Zurich, Switzerland	$179M	+$22.6M	7	0.07%	Increased
40	Franklin Resources San Mateo, California	$171M	-$1.31M	3	0.09%	Reduced
41	IAM Iridian Asset Management Westport, Connecticut	$169M	-$6.53M	1	1.7%	Reduced
42	Glenview Capital Management New York	$167M	-$5.75M	1	1.06%	Reduced
43	Hamlin Capital Management New York	$159M	-$4.11M	2	6.22%	Reduced
44	TIAA CREF Investment Management New York	$152M	-$56.9M	4	0.1%	Reduced
45	Schroder Investment Management Group London, United Kingdom	$148M	-$79.9M	1	0.25%	Reduced
46	Teachers Advisors New York	$146M	+$32.6M	4	0.18%	Increased
47	Millennium Management New York	$141M	+$120M	6	0.17%	Increased
48	T. Rowe Price Associates Baltimore, Maryland	$133M	-$42.7M	3	0.02%	Reduced
49	Swiss National Bank Zurich, Switzerland	$132M	-$4.83M	4	0.15%	Reduced
50	New York State Common Retirement Fund Albany, New York	$129M	-$3.83M	4	0.15%	Reduced