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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	Prudential Financial Newark, New Jersey	$57.4M	-$905K	4	0.1%	Reduced
102	Holocene Advisors New York	$53.8M	-$94.7M	1	0.34%	Reduced
103	Janney Montgomery Scott Philadelphia, Pennsylvania	$50.5M	+$4.45M	3	0.22%	Increased
104	Man Group London, United Kingdom	$50.4M	+$52.9M	3	0.23%	New
105	LPU Lansdowne Partners (UK) London, United Kingdom	$50.3M	+$5.19M	1	10.83%	Increased
106	CIP Champlain Investment Partners Burlington, Vermont	$49.5M	-$350K	1	0.34%	Reduced
107	M&T Bank Buffalo, New York	$47.8M	+$1.15M	3	0.21%	Increased
108	IP Interval Partners New York	$47.1M	-$14.4K	1	2.08%	Reduced
109	AGF Investments Inc Toronto, Ontario, Canada	$46.8M	-$1.21M	1	0.44%	Reduced
110	Woodline Partners San Francisco, California	$46.1M	+$18M	2	0.64%	Increased
111	Homestead Advisers Arlington, Virginia	$45.7M	-$112K	1	1.38%	Reduced
112	Factory Mutual Insurance Waltham, Massachusetts	$44.7M	+$1.36M	1	0.73%	Increased
113	US Bancorp Minneapolis, Minnesota	$43.8M	-$6.06M	6	0.09%	Reduced
114	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$43.7M	+$31.3M	3	0.03%	Increased
115	Copeland Capital Management Conshohocken, Pennsylvania	$43.4M	+$361K	1	1.43%	Increased
116	LPL Financial San Diego, California	$42.3M	+$1.37M	3	0.04%	Increased
117	ORIO Old Republic International (ORI) Chicago, Illinois	$41.3M	$0	1	1.37%	Maintained
118	Canada Life Winnipeg, Manitoba, Canada	$40.5M	-$986K	3	0.12%	Reduced
119	Arrowstreet Capital Boston, Massachusetts	$40.4M	-$27.2M	5	0.06%	Reduced
120	GF Greenhouse Funds Baltimore, Maryland	$39.7M	+$420K	1	4.53%	Increased
121	Trillium Asset Management Boston, Massachusetts	$39.4M	+$363K	1	1.29%	Increased
122	State of Wisconsin Investment Board Madison, Wisconsin	$39M	-$8.11M	4	0.12%	Reduced
123	HighTower Advisors Chicago, Illinois	$38.7M	+$1.04M	4	0.1%	Increased
124	Allianz Asset Management Munich, Germany	$38.6M	+$820K	2	0.08%	Increased
125	Mitsubishi UFJ Asset Management Tokyo, Japan	$38.4M	+$3.57M	5	0.12%	Increased