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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	CI Investments Inc Toronto, Ontario, Canada	$264M	+$11.8M	2	1.28%	Increased
127	Jane Street New York	$263M	-$135M	6	0.03%	Reduced
128	Bessemer Group Woodbridge, New Jersey	$262M	+$9.62M	5	0.41%	Increased
129	PointState Capital New York	$260M	-$20.7M	1	3.29%	Reduced
130	Danske Bank Copenhagen K, Denmark	$259M	+$24.6M	4	0.62%	Increased
131	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$259M	+$176M	4	0.81%	Increased
132	Bahl & Gaynor Cincinnati, Ohio	$258M	-$41.3M	3	1.3%	Reduced
133	PFA Pension Forsikringsaktieselskab Copenhagen,	$253M	+$13.8M	2	0.76%	Increased
134	Polar Capital Holdings London, United Kingdom	$251M	+$31.2M	1	0.89%	Increased
135	Commerce Bank Kansas City, Missouri	$249M	+$36.8M	4	1.21%	Increased
136	Osaic Holdings Scottsdale, Arizona	$249M	+$10.2M	8	0.36%	Increased
137	First Manhattan New York	$247M	-$3.3M	3	0.69%	Reduced
138	Axiom Investors Greenwich, Connecticut	$247M	+$31.3M	2	2.74%	Increased
139	Nomura Asset Management International Philadelphia, Pennsylvania	$246M	-$6.9M	5	0.42%	Reduced
140	KBC Group Brussels, Belgium	$245M	-$3.16M	6	0.62%	Reduced
141	Marsico Capital Management Denver, Colorado	$245M	-$7.55M	1	7.21%	Reduced
142	Mairs & Power Inc St Paul, Minnesota	$245M	-$5.36M	2	2.51%	Reduced
143	Thrivent Financial for Lutherans Minneapolis, Minnesota	$241M	+$162M	6	0.46%	Increased
144	State of Wisconsin Investment Board Madison, Wisconsin	$237M	+$9.76M	6	0.54%	Increased
145	Quantinno Capital Management New York	$237M	+$65.6M	6	0.4%	Increased
146	Cetera Investment Advisers Schaumburg, Illinois	$237M	+$11.6M	7	0.25%	Increased
147	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$230M	-$26.3M	5	0.2%	Reduced
148	Bank Julius Baer & Co Zurich, Switzerland	$229M	+$36.7M	3	0.69%	Increased
149	Eurizon Capital SGR SpA Milan,	$229M	+$65.4M	3	0.71%	Increased
150	Voloridge Investment Management Jupiter, Florida	$228M	+$15.5M	3	0.92%	Increased