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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	$76.1M	-$8.62M	4	0.05%	Reduced
102	Rockefeller Capital Management New York	$75.7M	-$14.2M	3	0.29%	Reduced
103	Mariner Overland Park, Kansas	$75.2M	-$2.1M	3	0.2%	Reduced
104	Mitsubishi UFJ Asset Management Tokyo, Japan	$73.6M	+$2.08M	3	0.15%	Increased
105	AQR Capital Management Greenwich, Connecticut	$73.2M	+$6.4M	4	0.16%	Increased
106	LPL Financial San Diego, California	$72.1M	-$3.63M	3	0.05%	Reduced
107	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$72.1M	-$972K	2	0.17%	Reduced
108	IP Interval Partners New York	$70.7M	+$22.5M	1	2.55%	Increased
109	AGF Management Toronto, Ontario, Canada	$70.1M	+$129K	1	0.51%	Increased
110	Arrowstreet Capital Boston, Massachusetts	$68.7M	-$67.6M	3	0.08%	Reduced
111	Artisan Partners Milwaukee, Wisconsin	$68.6M	-$2.71M	1	0.11%	Reduced
112	Macquarie Group Sydney, NSW 2000, Australia	$68.3M	-$8.11M	2	0.08%	Reduced
113	Homestead Advisers Arlington, Virginia	$67.8M	+$299K	1	1.8%	Increased
114	M&T Bank Buffalo, New York	$67.6M	-$8.84M	2	0.25%	Reduced
115	LPU Lansdowne Partners (UK) London, United Kingdom	$67.6M	-$1.42M	1	7.49%	Reduced
116	HighTower Advisors Chicago, Illinois	$66.7M	+$3.69M	3	0.13%	Increased
117	BNP Paribas Financial Markets Paris, France	$66.1M	+$40.7M	4	0.08%	Increased
118	ORIO Old Republic International (ORI) Chicago, Illinois	$62.3M	$0	1	2.04%	Maintained
119	Fred Alger Management New York	$57.7M	-$58.5M	1	0.29%	Reduced
120	TAM Thematics Asset Management Paris, France	$55.4M	+$10M	1	2.65%	Increased
121	US Bancorp Minneapolis, Minnesota	$55.3M	-$5.95M	5	0.09%	Reduced
122	Canada Life Winnipeg, Manitoba, Canada	$55M	-$645K	3	0.13%	Reduced
123	KeyBank National Association Cleveland, Ohio	$55M	-$842K	1	0.25%	Reduced
124	Regions Financial Corp Birmingham, Alabama	$54.6M	-$322K	2	0.47%	Reduced
125	State of New Jersey Common Pension Fund D Trenton, New Jersey	$54.4M	-$348K	3	0.18%	Reduced