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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	Carmignac Gestion Paris, France	$45M	+$43.9M	1	0.81%	New
127	Mariner Overland Park, Kansas	$44.8M	+$25.8M	3	0.14%	Increased
128	KeyBank National Association Cleveland, Ohio	$43.9M	-$6.49K	2	0.22%	Reduced
129	Regions Financial Corp Birmingham, Alabama	$43.7M	-$633K	3	0.4%	Reduced
130	Trillium Asset Management Boston, Massachusetts	$43M	-$3.27M	1	1.32%	Reduced
131	Canada Life Winnipeg, Manitoba, Canada	$42.5M	-$5.44M	3	0.11%	Reduced
132	State of New Jersey Common Pension Fund D Trenton, New Jersey	$42.5M	-$88.6K	3	0.16%	Reduced
133	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$41.9M	+$113K	3	0.18%	Increased
134	Public Employees Retirement Association of Colorado Denver, Colorado	$41.5M	+$190K	2	0.23%	Increased
135	State of Wisconsin Investment Board Madison, Wisconsin	$41.1M	-$5.09M	4	0.13%	Reduced
136	Fort Washington Investment Advisors Cincinnati, Ohio	$39.9M	-$2.04M	1	0.31%	Reduced
137	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$39.7M	+$11.1M	1	0.68%	Increased
138	Janus Henderson Group London,	$39M	-$46.2M	2	0.03%	Reduced
139	Prudential Financial Newark, New Jersey	$38.3M	-$29M	4	0.06%	Reduced
140	Whittier Trust South Pasadena, California	$37.8M	+$213K	5	0.73%	Increased
141	Man Group London, United Kingdom	$37.3M	-$21.5M	3	0.13%	Reduced
142	BNP Paribas Financial Markets Paris, France	$36.9M	+$16.3M	6	0.06%	Increased
143	Osaic Holdings Scottsdale, Arizona	$36.8M	+$3.15M	7	0.07%	Increased
144	Schonfeld Strategic Advisors New York	$36.6M	+$9.24M	3	0.3%	Increased
145	Gabelli Funds Rye, New York	$34.4M	-$498K	4	0.27%	Reduced
146	Axa Paris, France	$34M	+$2.13M	2	0.12%	Increased
147	Primecap Management Pasadena, California	$33.9M	-$244K	1	0.03%	Reduced
148	ACM Argent Capital Management St Louis, Missouri	$33.9M	-$141K	1	1.22%	Reduced
149	Vaughan Nelson Investment Management Houston, Texas	$33.8M	+$22.2M	1	0.44%	Increased
150	Cullen/Frost Bankers San Antonio, Texas	$33.8M	+$3.49M	2	0.64%	Increased