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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
101	Citigroup New York	$71.7M	-$6.5M	6	0.04%	Reduced
102	Canada Life Winnipeg, Manitoba, Canada	$71.4M	-$6.83M	3	0.15%	Reduced
103	Rockefeller Capital Management New York	$68.4M	+$2.95M	5	0.32%	Increased
104	Adage Capital Partners Boston, Massachusetts	$68.1M	+$1.03M	1	0.12%	Increased
105	AMF Tjänstepension Stockholm, Sweden	$67.4M	-$57M	1	0.46%	Reduced
106	KBC Group Brussels, Belgium	$66.3M	+$3.67M	3	0.22%	Increased
107	US Bancorp Minneapolis, Minnesota	$65.6M	-$2.68M	6	0.1%	Reduced
108	ORIO Old Republic International (ORI) Chicago, Illinois	$65.3M	$0	1	1.24%	Maintained
109	State of Tennessee, Department of Treasury Nashville, Tennessee	$64.8M	-$31.6M	4	0.24%	Reduced
110	Mackenzie Financial Toronto Ontario, Ontario, Canada	$64.3M	-$8.16M	2	0.09%	Reduced
111	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$63.8M	-$11.2M	4	0.04%	Reduced
112	Federated Hermes Pittsburgh, Pennsylvania	$62.7M	-$12M	3	0.12%	Reduced
113	Copeland Capital Management Conshohocken, Pennsylvania	$62.1M	-$1.93M	1	1.61%	Reduced
114	APG Asset Management Amsterdam, Netherlands	$61.9M	-$2.01M	1	0.11%	Reduced
115	Homestead Advisers Arlington, Virginia	$60.3M	-$447K	1	1.39%	Reduced
116	Man Group London, United Kingdom	$59.5M	+$681K	3	0.19%	Increased
117	Janney Montgomery Scott Philadelphia, Pennsylvania	$59.5M	+$2.87M	2	0.23%	Increased
118	Allspring Global Investments Charlotte, North Carolina	$56.1M	+$53.8M	4	0.06%	New
119	Allianz Asset Management Munich, Germany	$54.7M	-$109M	3	0.04%	Reduced
120	Regions Financial Corp Birmingham, Alabama	$54.7M	-$5.18M	3	0.43%	Reduced
121	SC Shellback Capital Boston, Massachusetts	$53.6M	+$51.4M	1	3.1%	New
122	Schroder Investment Management Group London, United Kingdom	$52.8M	-$14.3M	3	0.07%	Reduced
123	Factory Mutual Insurance Waltham, Massachusetts	$52.4M	-$12.9M	1	0.76%	Reduced
124	MN Services Vermogensbeheer The Hague, Netherlands	$52.3M	+$1.06M	1	0.31%	Increased
125	Folketrygdfondet Oslo Norway, Norway	$52.1M	-$23.3M	1	1.26%	Reduced