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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
51	Haverford Trust Company Radnor, Pennsylvania	$107M	+$1.09M	1	3.91%	Increased
52	USAA United Services Automobile Association San Antonio, Texas	$106M	+$7.01M	2	0.46%	Increased
53	Fred Alger Management New York	$106M	+$3.5M	1	0.59%	Increased
54	Royce & Associates New York	$106M	-$13.3M	2	0.31%	Reduced
55	KeyBank National Association Cleveland, Ohio	$103M	-$82.6M	4	0.71%	Reduced
56	Franklin Resources San Mateo, California	$102M	-$3.72M	3	0.05%	Reduced
57	Charles Schwab San Francisco, California	$102M	+$20.5M	4	0.21%	Increased
58	Santa Barbara Asset Management Los Angeles, California	$100M	+$5.41M	2	2.37%	Increased
59	Macquarie Group Sydney, NSW 2000, Australia	$99.2M	-$3.82M	2	0.19%	Reduced
60	New York State Common Retirement Fund Albany, New York	$98.4M	-$3.57M	3	0.17%	Reduced
61	UBS AM Chicago, Illinois	$95M	+$989K	3	0.12%	Increased
62	GE General Electric Evendale, Ohio	$89.4M	+$6.63M	1	0.45%	Increased
63	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$89.3M	+$4.16M	1	0.24%	Increased
64	Loomis, Sayles & Company Boston, Massachusetts	$83.8M	+$4.43M	1	0.27%	Increased
65	California Public Employees Retirement System Sacramento, California	$82.1M	+$2.86M	4	0.15%	Increased
66	BlackRock New York	$80.9M	-$2.9M	3	0.15%	Reduced
67	RIM Rainier Investment Management Seattle, Washington	$80.9M	-$5.89M	1	0.78%	Reduced
68	Eaton Vance Management Boston, Massachusetts	$80.7M	-$4.51M	1	0.24%	Reduced
69	SCCM Schafer Cullen Capital Management New York	$80.7M	+$8.7M	1	0.89%	Increased
70	Balyasny Asset Management Chicago, Illinois	$80.1M	+$38.7M	1	1.08%	Increased
71	New York State Teachers Retirement System (NYSTRS) Albany, New York	$76.3M	-$459K	3	0.21%	Reduced
72	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$73.9M	-$1.97M	1	0.56%	Reduced
73	Eagle Asset Management St Petersburg, Florida	$72.4M	+$45.2M	1	0.36%	Increased
74	Amundi Asset Management US Boston, Massachusetts	$72M	+$8.59M	1	0.29%	Increased
75	Capital Research Global Investors Los Angeles, California	$69.5M	$0	1	0.03%	Maintained