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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	Raymond James & Associates St Petersburg, Florida	$1.29B	-$38.1M	6	0.79%	Reduced
27	Charles Schwab San Francisco, California	$1.28B	+$44.6M	6	0.24%	Increased
28	Amundi Paris, France	$1.27B	+$49M	4	0.47%	Increased
29	UBS AM Chicago, Illinois	$1.27B	+$586M	6	0.33%	Increased
30	Legal & General Group London, United Kingdom	$1.17B	-$31.3M	6	0.31%	Reduced
31	Ameriprise Minneapolis, Minnesota	$1.13B	+$155M	6	0.29%	Increased
32	Eagle Capital Management (New York) New York	$1.06B	-$190M	1	3.95%	Reduced
33	Janus Henderson Group London,	$984M	+$215M	6	0.5%	Increased
34	Dimensional Fund Advisors Austin, Texas	$967M	-$84.8M	7	0.23%	Reduced
35	UBS Group Zurich, Switzerland	$966M	-$17.3M	7	0.21%	Reduced
36	Neuberger Berman Group New York	$961M	+$180M	4	0.75%	Increased
37	Newport Trust Company Washington, District of Columbia	$947M	-$14.9M	1	2.3%	Reduced
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$731M	+$239M	6	0.3%	Increased
39	Royal Bank of Canada Toronto, Ontario, Canada	$686M	-$45.7M	6	0.14%	Reduced
40	Pictet Asset Management Carouge, Switzerland	$662M	-$40.3M	5	0.73%	Reduced
41	WCM Investment Management Laguna Beach, California	$640M	+$223M	1	1.45%	Increased
42	TD Asset Management Toronto, Ontario, Canada	$636M	-$16.1M	2	0.56%	Reduced
43	Swiss National Bank Zurich, Switzerland	$634M	+$2.8M	6	0.41%	Increased
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$629M	+$14.5M	3	0.44%	Increased
45	Barclays London, United Kingdom	$619M	-$47M	6	0.16%	Reduced
46	Citadel Advisors Miami, Florida	$573M	-$66.2M	6	0.11%	Reduced
47	Millennium Management New York	$568M	-$123M	6	0.27%	Reduced
48	Stifel Financial St. Louis, Missouri	$554M	+$5.12M	5	0.58%	Increased
49	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$553M	+$285M	1	28.02%	Increased
50	Baird Financial Group Milwaukee, Wisconsin	$536M	+$10.3M	5	1.04%	Increased