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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
126	TD Asset Management Toronto, Ontario, Canada	$23.8M	+$1.44M	1	0.04%	Increased
127	Chevy Chase Trust Bethesda, Maryland	$23.6M	+$235K	1	0.13%	Increased
128	South Texas Money Management San Antonio, Texas	$23.1M	+$5.59M	1	1.3%	Increased
129	Waddell & Reed Financial Overland Park, Kansas	$23M	+$2.97M	1	0.05%	Increased
130	Obermeyer Wealth Partners Aspen, Colorado	$22.9M	-$2.21M	1	2.28%	Reduced
131	ORIO Old Republic International (ORI) Chicago, Illinois	$22.6M	+$3.07M	1	1.01%	Increased
132	SCM Stevens Capital Management Radnor, Pennsylvania	$22.4M	+$18.2M	1	0.89%	Increased
133	Hermes Investment Management London Uk, United Kingdom	$21.8M	+$3.68M	1	0.44%	Increased
134	SM Seminole Management New York	$21.3M	+$21.9M	1	2.16%	New
135	Capital International Los Angeles, California	$21.2M	-$2.46M	1	1.54%	Reduced
136	AIM Avity Investment Management Greenwich, Connecticut	$21M	+$1.16M	1	3.37%	Increased
137	Gabelli Funds Rye, New York	$20.9M	-$61.4K	3	0.12%	Reduced
138	Barclays London, United Kingdom	$20.2M	+$1.62M	5	0.03%	Increased
139	RCM Rutabaga Capital Management Boston, Massachusetts	$20.1M	-$2.77M	1	3.76%	Reduced
140	Nomura Asset Management Tokyo, Japan	$19.9M	-$1.51M	1	0.37%	Reduced
141	Raymond James Financial Services Advisors St. Petersburg, Florida	$19.8M	+$15.8M	2	0.19%	Increased
142	PGGM Investments Zeist, Netherlands	$19.6M	+$949K	1	0.1%	Increased
143	SCM SKBA Capital Management San Francisco, California	$19.4M	-$1.22M	1	1.89%	Reduced
144	Commerce Bank Kansas City, Missouri	$18.8M	+$6.12M	2	0.3%	Increased
145	Bank of Montreal Toronto, Ontario, Canada	$18.8M	+$4.97M	4	0.02%	Increased
146	Douglas Lane & Associates New York	$18.5M	-$2.16M	1	0.53%	Reduced
147	Teacher Retirement System of Texas Austin, Texas	$18.4M	+$493K	3	0.13%	Increased
148	Cornerstone Investment Partners Atlanta, Georgia	$18.3M	+$18.1M	1	0.64%	Increased
149	BCM Beddow Capital Management Jackson, Wyoming	$18.1M	-$1.95M	2	7.54%	Reduced
150	Aviva London, United Kingdom	$18M	+$2.52M	1	0.12%	Increased