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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
476	Edmond de Rothschild Holding Chambesy, Switzerland	$46.6M	+$4.03M	2	0.61%	Increased
477	Loomis, Sayles & Company Boston, Massachusetts	$46.5M	-$7.43M	4	0.06%	Reduced
478	Bradley Foster & Sargent Hartford, Connecticut	$46.2M	+$1.91M	3	0.65%	Increased
479	Summit Partners Public Asset Management Boston, Massachusetts	$46.1M	-$28.3M	1	0.81%	Reduced
480	Vident Advisory Alpharetta, Georgia	$46.1M	-$1.12M	6	0.33%	Reduced
481	Vinva Investment Management Sydney, Australia	$46M	-$12.5M	3	0.31%	Reduced
482	Merit Financial Group Alpharetta, Georgia	$46M	-$644K	6	0.28%	Reduced
483	CA Cornerstone Advisors Asheville, North Carolina	$46M	-$10.6M	2	1.51%	Reduced
484	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$45.9M	-$12.8M	2	0.58%	Reduced
485	Savant Capital Rockford, Illinois	$45.9M	+$28M	6	0.13%	Increased
486	Fiduciary Trust Boston, Massachusetts	$45.8M	-$441K	4	0.5%	Reduced
487	Advisors Asset Management Monument, Colorado	$45.7M	-$6.8M	5	0.7%	Reduced
488	Royce & Associates New York	$45.6M	-$12.1M	2	0.37%	Reduced
489	WesBanco Bank Wheeling, West Virginia	$45.6M	-$3.62M	3	1.13%	Reduced
490	AP Appleton Partners Boston, Massachusetts	$45.5M	-$3.56M	2	2.79%	Reduced
491	Covea Finance Paris, France	$45M	-$9.12M	1	1.42%	Reduced
492	Chilton Capital Management Houston, Texas	$44.9M	-$32.5M	2	1.42%	Reduced
493	AIM Avity Investment Management Greenwich, Connecticut	$44.7M	+$10.1M	2	2.85%	Increased
494	Capital International Sarl Los Angeles, California	$44.5M	-$2.88M	1	0.63%	Reduced
495	Winton Group London, United Kingdom	$44.3M	-$27.7M	4	1.44%	Reduced
496	Brookstone Capital Management Wheaton, Illinois	$43.7M	+$14.6M	3	0.44%	Increased
497	Braun Stacey Associates New York	$43.3M	-$859K	1	1.23%	Reduced
498	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$43.2M	-$1.1M	3	1.6%	Reduced
499	Horizon Investments Charlotte, North Carolina	$43.1M	-$8.45M	3	0.47%	Reduced
500	PCM Portolan Capital Management Boston, Massachusetts	$42.9M	-$37.7M	2	1.61%	Reduced