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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	TCW Group Los Angeles, California	$35.2M	+$36.5M	1	0.29%	New
127	KBC Group Brussels, Belgium	$34.5M	+$23.6M	2	0.3%	Increased
128	Causeway Capital Management Los Angeles, California	$34.4M	+$4.65M	1	0.35%	Increased
129	SEI Investments Oaks, Pennsylvania	$34.4M	+$17.1M	4	0.12%	Increased
130	ACM Argent Capital Management St Louis, Missouri	$33.7M	+$15.5M	2	1.21%	Increased
131	JCM Janney Capital Management Pittsburgh, Pennsylvania	$32.7M	-$568K	2	1.44%	Reduced
132	South Texas Money Management San Antonio, Texas	$32.7M	+$4.12M	1	1.43%	Increased
133	Haverford Trust Company Radnor, Pennsylvania	$31.7M	-$803K	1	0.63%	Reduced
134	STRS Ohio Columbus, Ohio	$31.3M	-$153K	2	0.13%	Reduced
135	ABC Anchor Bolt Capital Chicago, Illinois	$31.2M	-$4.31M	1	1.37%	Reduced
136	TD Asset Management Toronto, Ontario, Canada	$30.3M	+$4.67M	1	0.05%	Increased
137	Man Group London, United Kingdom	$29.5M	+$23.1M	3	0.12%	Increased
138	ORIO Old Republic International (ORI) Chicago, Illinois	$28.3M	$0	1	0.87%	Maintained
139	KeyBank National Association Cleveland, Ohio	$28.2M	-$685K	2	0.16%	Reduced
140	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$28M	-$16M	2	0.05%	Reduced
141	Retirement Systems of Alabama Montgomery, Alabama	$27.7M	+$12.4M	2	0.14%	Increased
142	Chevy Chase Trust Bethesda, Maryland	$27.6M	-$353K	1	0.12%	Reduced
143	Teacher Retirement System of Texas Austin, Texas	$27.4M	+$12.9M	3	0.17%	Increased
144	Gabelli Funds Rye, New York	$27M	+$2.04M	4	0.16%	Increased
145	Swiss Life Asset Management Zurich,	$27M	-$1.5M	2	0.4%	Reduced
146	Obermeyer Wealth Partners Aspen, Colorado	$26.8M	-$447K	1	2.39%	Reduced
147	WIC Willis Investment Counsel Gainesville, Georgia	$26.5M	-$473K	2	1.95%	Reduced
148	HSBC Holdings London, United Kingdom	$26M	+$2.07M	2	0.05%	Increased
149	Commerce Bank Kansas City, Missouri	$25.4M	+$36.2K	3	0.32%	Increased
150	Davis Selected Advisers Tucson, Arizona	$25.4M	+$82.9K	1	0.11%	Increased