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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	Clark Capital Management Group Philadelphia, Pennsylvania	$91M	+$3.88M	1	1.19%	Increased
77	Renaissance Technologies New York	$90.3M	+$84.2M	7	0.11%	Increased
78	Silvercrest Asset Management New York	$88.7M	-$1.35M	2	0.67%	Reduced
79	Natixis Advisors Boston, Massachusetts	$87.6M	+$808K	3	0.39%	Increased
80	Artisan Partners Milwaukee, Wisconsin	$86.8M	-$2.29M	1	0.15%	Reduced
81	Commerce Bank Kansas City, Missouri	$85.2M	-$35M	3	0.69%	Reduced
82	Eagle Asset Management St Petersburg, Florida	$79.8M	-$20.5M	1	0.5%	Reduced
83	Chevy Chase Trust Bethesda, Maryland	$78.8M	+$33.4M	2	0.33%	Increased
84	Epoch Investment Partners New York	$78.3M	-$384K	2	0.46%	Reduced
85	Korea Investment Corp Seoul, South Korea	$76.9M	-$25M	1	0.24%	Reduced
86	Johnson Investment Counsel Cincinnati, Ohio	$73.4M	-$414K	2	1.04%	Reduced
87	1832 Asset Management Toronto, Ontario, Canada	$73.4M	-$812K	2	0.13%	Reduced
88	Baird Financial Group Milwaukee, Wisconsin	$72.5M	+$1.16M	3	0.2%	Increased
89	Janus Henderson Group London,	$72.4M	-$15.6M	3	0.05%	Reduced
90	Bank of Montreal Toronto, Ontario, Canada	$70M	+$5.03M	3	0.03%	Increased
91	Truist Financial Charlotte, North Carolina	$67.4M	+$537K	4	0.12%	Increased
92	New York State Teachers Retirement System (NYSTRS) Albany, New York	$67.3M	+$111K	4	0.16%	Increased
93	Arrowstreet Capital Boston, Massachusetts	$66.5M	-$60.1M	4	0.09%	Reduced
94	State Board of Administration of Florida Retirement System Tallahassee, Florida	$66.1M	-$2.89M	2	0.16%	Reduced
95	D.E. Shaw & Co New York	$64.6M	+$44.6M	5	0.08%	Increased
96	Congress Asset Management Boston, Massachusetts	$63.3M	-$7.25M	1	0.61%	Reduced
97	Retirement Systems of Alabama Montgomery, Alabama	$58.2M	-$2.03M	2	0.25%	Reduced
98	Prudential Financial Newark, New Jersey	$56M	-$1.95M	4	0.09%	Reduced
99	Schroder Investment Management Group London, United Kingdom	$55.9M	+$18.1M	3	0.09%	Increased
100	Victory Capital Management San Antonio, Texas	$52.2M	-$50.5M	3	0.06%	Reduced