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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
76	Miller Howard Investments Kingston, New York	$78.8M	-$7.53M	2	2.47%	Reduced
77	Pictet Asset Management (UK) London, United Kingdom	$76M	+$1.17M	1	0.13%	Increased
78	Millennium Management New York	$74.5M	+$34.5M	4	0.09%	Increased
79	Baird Financial Group Milwaukee, Wisconsin	$72.5M	-$4.11M	3	0.26%	Reduced
80	Arrowstreet Capital Boston, Massachusetts	$72.2M	+$13.9M	4	0.17%	Increased
81	New York State Teachers Retirement System (NYSTRS) Albany, New York	$71.4M	+$2.91M	4	0.17%	Increased
82	Hamlin Capital Management New York	$70M	-$586K	1	2.91%	Reduced
83	Canada Life Winnipeg, Manitoba, Canada	$68.9M	+$7.04M	3	0.15%	Increased
84	Aperio Group Sausalito, California	$65.6M	-$801K	4	0.24%	Reduced
85	CIP Champlain Investment Partners Burlington, Vermont	$64.5M	+$5.97M	1	0.47%	Increased
86	PGGM Investments Zeist, Netherlands	$64.4M	-$37M	1	0.36%	Reduced
87	Natixis Advisors Boston, Massachusetts	$63.9M	+$3.83M	3	0.45%	Increased
88	Factory Mutual Insurance Waltham, Massachusetts	$63.7M	-$11.7M	1	0.94%	Reduced
89	Renaissance Technologies New York	$63.6M	-$35.6M	3	0.05%	Reduced
90	Prudential Financial Newark, New Jersey	$63.2M	-$9.32M	4	0.09%	Reduced
91	Nordea Investment Management Stockholm, Sweden	$61.9M	-$5.19M	1	0.12%	Reduced
92	APG Asset Management Amsterdam, Netherlands	$60.5M	+$761K	2	0.1%	Increased
93	State Board of Administration of Florida Retirement System Tallahassee, Florida	$60.4M	-$759K	4	0.15%	Reduced
94	D.E. Shaw & Co New York	$60.1M	-$12.3M	5	0.07%	Reduced
95	Two Sigma Advisers New York	$59.1M	+$40.2M	5	0.14%	Increased
96	Mondrian Investment Partners London, United Kingdom	$57M	$0	1	1.5%	Maintained
97	LPU Lansdowne Partners (UK) London, United Kingdom	$57M	+$43.7M	1	1.54%	Increased
98	Kayne Anderson Rudnick Investment Management Los Angeles, California	$56M	+$2.18M	2	0.27%	Increased
99	US Bancorp Minneapolis, Minnesota	$55.8M	-$2.7M	5	0.14%	Reduced
100	Robeco Institutional Asset Management Rotterdam, Netherlands	$55M	+$5.98M	1	0.18%	Increased