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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	Williams Jones Wealth Management New York	$87.7M	+$24.2M	2	1.23%	Increased
102	Citigroup New York	$86.5M	-$2.12M	5	0.06%	Reduced
103	AQR Capital Management Greenwich, Connecticut	$85.9M	-$1.58M	4	0.16%	Reduced
104	Retirement Systems of Alabama Montgomery, Alabama	$85.1M	+$1.3M	2	0.36%	Increased
105	Copeland Capital Management Conshohocken, Pennsylvania	$85M	-$1.96M	1	1.7%	Reduced
106	Robeco Schweiz Zurich, Switzerland	$83.4M	+$5.03M	1	1.4%	Increased
107	Homestead Advisers Arlington, Virginia	$82.7M	+$155K	1	2.11%	Increased
108	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$82.5M	-$565K	2	0.19%	Reduced
109	AGF Management Toronto, Ontario, Canada	$82.3M	-$3.76M	1	0.49%	Reduced
110	IP Interval Partners New York	$79M	-$15.9M	1	2.26%	Reduced
111	Epoch Investment Partners New York	$79M	-$3.64M	1	0.36%	Reduced
112	HighTower Advisors Chicago, Illinois	$78.8M	-$4.43M	3	0.13%	Reduced
113	SEI Investments Oaks, Pennsylvania	$76.5M	+$20M	4	0.12%	Increased
114	M&T Bank Buffalo, New York	$76.1M	-$731K	2	0.28%	Reduced
115	Prudential Financial Newark, New Jersey	$74.5M	+$23.4M	4	0.11%	Increased
116	Fifth Third Bancorp Cincinnati, Ohio	$72.9M	+$10.4M	4	0.31%	Increased
117	Qube Research & Technologies (QRT) London, United Kingdom	$72.1M	+$51.1M	5	0.14%	Increased
118	Factory Mutual Insurance Waltham, Massachusetts	$70M	$0	1	0.87%	Maintained
119	Susquehanna International Group Bala Cynwyd, Pennsylvania	$69.8M	+$26.8M	6	0.01%	Increased
120	Los Angeles Capital Management Los Angeles, California	$69.7M	-$1.1M	3	0.26%	Reduced
121	ORIO Old Republic International (ORI) Chicago, Illinois	$69M	-$5.12M	1	2.6%	Reduced
122	Canada Life Winnipeg, Manitoba, Canada	$66.4M	+$2.01M	3	0.15%	Increased
123	Johnson Investment Counsel Cincinnati, Ohio	$66.3M	-$19M	2	0.78%	Reduced
124	State of Wisconsin Investment Board Madison, Wisconsin	$65.9M	+$1.53M	3	0.19%	Increased
125	US Bancorp Minneapolis, Minnesota	$65.5M	-$72.7K	5	0.1%	Reduced