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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	Federated Hermes Pittsburgh, Pennsylvania	$896M	+$80.7M	4	1.46%	Increased
52	TD Asset Management Toronto, Ontario, Canada	$893M	-$9.92M	3	0.72%	Reduced
53	Mitsubishi UFJ Asset Management Tokyo, Japan	$865M	+$62.5M	6	0.58%	Increased
54	Artisan Partners Milwaukee, Wisconsin	$856M	-$197M	3	1.37%	Reduced
55	Tiger Global Management New York	$849M	$0	1	3.72%	Maintained
56	HSBC Holdings London, United Kingdom	$844M	+$163M	3	0.44%	Increased
57	Vanguard Global Advisers Malvern, Pennsylvania	$832M	+$775M	7	0.45%	New
58	Millennium Management New York	$826M	-$138M	6	0.34%	Reduced
59	Pictet Asset Management Carouge, Switzerland	$818M	-$50.5M	7	0.86%	Reduced
60	Jennison Associates New York	$805M	+$213M	3	0.55%	Increased
61	Stifel Financial St. Louis, Missouri	$801M	+$11.6M	5	0.74%	Increased
62	Principal Financial Group Des Moines, Iowa	$778M	+$67.5M	6	0.42%	Increased
63	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$777M	+$57.1M	2	0.59%	Increased
64	California Public Employees Retirement System Sacramento, California	$742M	+$18.1M	3	0.46%	Increased
65	LPL Financial San Diego, California	$728M	+$32.4M	7	0.19%	Increased
66	RhumbLine Advisers Boston, Massachusetts	$712M	-$8.64M	7	0.61%	Reduced
67	BNP Paribas Financial Markets Paris, France	$670M	-$497M	6	0.33%	Reduced
68	CIBC Bancorp USA Chicago, Illinois	$664M	+$627M	4	0.89%	New
69	American Century Companies Kansas City, Missouri	$647M	+$19.6M	6	0.33%	Increased
70	BNP Paribas Asset Management Paris, France	$646M	+$26.4M	6	0.75%	Increased
71	PNC Financial Services Group Pittsburgh, Pennsylvania	$643M	-$2.86M	7	0.37%	Reduced
72	Holocene Advisors New York	$636M	+$119M	3	1.53%	Increased
73	Mariner Overland Park, Kansas	$635M	+$50.2M	5	0.74%	Increased
74	Vanguard Asset Management London, Ec4n 8af,	$628M	+$586M	6	0.54%	New
75	1832 Asset Management Toronto, Ontario, Canada	$618M	+$80.8M	3	0.57%	Increased