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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	Wells Fargo San Francisco, California	$1.79B	+$108M	7	0.34%	Increased
27	Janus Henderson Group London,	$1.73B	+$236M	6	0.79%	Increased
28	Royal Bank of Canada Toronto, Ontario, Canada	$1.59B	+$216M	6	0.26%	Increased
29	Amundi Paris, France	$1.46B	-$108M	6	0.47%	Reduced
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.35B	+$97.7M	6	0.45%	Increased
31	Capital World Investors Los Angeles, California	$1.33B	+$1.24B	1	0.18%	Increased
32	Dimensional Fund Advisors Austin, Texas	$1.27B	-$54.3M	7	0.27%	Reduced
33	ClearBridge Investments New York	$1.26B	+$1.19M	2	0.95%	Increased
34	Neuberger Berman Group New York	$1.23B	-$6.83M	5	0.9%	Reduced
35	First Trust Advisors Wheaton, Illinois	$1.18B	+$343M	6	0.88%	Increased
36	Baird Financial Group Milwaukee, Wisconsin	$1.18B	+$59.8M	6	1.9%	Increased
37	Wellington Management Group Boston, Massachusetts	$1.13B	-$398M	3	0.2%	Reduced
38	Artisan Partners Milwaukee, Wisconsin	$1.13B	-$215M	3	1.6%	Reduced
39	Newport Trust Company Washington, District of Columbia	$1.04B	-$13.1M	1	2.37%	Reduced
40	Arrowstreet Capital Boston, Massachusetts	$960M	+$13.4M	3	0.61%	Increased
41	Swiss National Bank Zurich, Switzerland	$953M	-$45M	6	0.55%	Reduced
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$947M	-$7.07M	3	0.54%	Reduced
43	Victory Capital Management San Antonio, Texas	$920M	-$429M	6	0.54%	Reduced
44	Citigroup New York	$860M	-$34.6M	7	0.38%	Reduced
45	AQR Capital Management Greenwich, Connecticut	$830M	+$50.5M	6	0.53%	Increased
46	Envestnet Asset Management Chicago, Illinois	$829M	+$120M	5	0.24%	Increased
47	TD Asset Management Toronto, Ontario, Canada	$817M	-$90.6M	3	0.66%	Reduced
48	Pictet Asset Management Carouge, Switzerland	$784M	+$38.4M	6	0.76%	Increased
49	Barclays London, United Kingdom	$770M	+$239K	6	0.17%	Increased
50	Schroder Investment Management Group London, United Kingdom	$750M	+$42.8M	3	0.59%	Increased