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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	UBS AM Chicago, Illinois	$105M	+$4.25M	2	0.1%	Increased
52	Putnam Investments Boston, Massachusetts	$93.7M	+$22.4M	2	0.2%	Increased
53	Russell Frank Company Seattle, Washington	$93.5M	-$9.45M	5	0.17%	Reduced
54	New York State Common Retirement Fund Albany, New York	$89.9M	-$3.11M	3	0.13%	Reduced
55	Charles Schwab San Francisco, California	$88.2M	+$4.46M	3	0.15%	Increased
56	California Public Employees Retirement System Sacramento, California	$86.5M	-$10M	5	0.12%	Reduced
57	Franklin Resources San Mateo, California	$84.5M	+$9.88M	3	0.04%	Increased
58	Schroder Investment Management Group London, United Kingdom	$83.9M	-$79.6M	3	0.11%	Reduced
59	Royal Bank of Canada Toronto, Ontario, Canada	$78.2M	-$36.3M	4	0.05%	Reduced
60	SC Stralem & Co New York	$77.6M	-$10.2M	1	3.12%	Reduced
61	STRS Ohio Columbus, Ohio	$74.9M	+$517K	2	0.33%	Increased
62	BlackRock New York	$74.4M	+$1.89M	3	0.11%	Increased
63	American Century Companies Kansas City, Missouri	$73.8M	-$11.7M	2	0.09%	Reduced
64	Disciplined Growth Investors Minneapolis, Minnesota	$71.3M	+$1.25M	1	1.83%	Increased
65	SCCM Schafer Cullen Capital Management New York	$70.1M	+$10.6M	2	0.67%	Increased
66	Lyrical Asset Management New York	$66.2M	+$13.7M	1	2.58%	Increased
67	BlackRock Investment Management Wilmington, Delaware	$65.7M	-$89.8M	6	0.09%	Reduced
68	New York State Teachers Retirement System (NYSTRS) Albany, New York	$64.3M	-$485K	3	0.17%	Reduced
69	ACM Atlanta Capital Management Atlanta, Georgia	$63.6M	-$2.02M	1	0.46%	Reduced
70	Haverford Trust Company Radnor, Pennsylvania	$63.5M	+$1.01M	1	1.9%	Increased
71	KeyBank National Association Cleveland, Ohio	$63.3M	-$13.8M	3	0.43%	Reduced
72	CI Investments Inc Toronto, Ontario, Canada	$62.4M	+$6.47M	1	0.65%	Increased
73	AllianceBernstein Nashville, Tennessee	$62M	-$3.33M	4	0.05%	Reduced
74	HI Honeywell International Charlotte, North Carolina	$61.5M	+$23.4M	2	1.45%	Increased
75	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$60M	+$2.59M	3	0.15%	Increased