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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
176	TD Asset Management Toronto, Ontario, Canada	$12.1M	-$249K	1	0.02%	Reduced
177	ICOM Investment Counselors of Maryland Baltimore, Maryland	$12.1M	+$93K	1	0.7%	Increased
178	BNP Paribas Asset Management Paris, France	$12M	-$308K	1	0.1%	Reduced
179	Envestnet Asset Management Chicago, Illinois	$11.9M	-$210K	2	0.05%	Reduced
180	Tudor Investment Corp Stamford, Connecticut	$11.6M	+$11.7M	2	0.33%	Increased
181	Copeland Capital Management Conshohocken, Pennsylvania	$11.5M	+$11.7M	1	0.65%	New
182	GAI General American Investors New York	$11.4M	$0	1	1.05%	Maintained
183	Marshall Wace London, United Kingdom	$11.3M	+$5.8M	1	0.11%	Increased
184	VOYA Investment Management Atlanta, Georgia	$11.1M	-$255K	3	0.03%	Reduced
185	Janney Montgomery Scott Philadelphia, Pennsylvania	$10.8M	-$596K	2	0.28%	Reduced
186	Bank of Montreal Toronto, Ontario, Canada	$10.7M	+$3.46M	4	0.01%	Increased
187	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$10.3M	-$2.98M	1	0.5%	Reduced
188	PP Prospector Partners Guilford, Connecticut	$10.3M	+$2.94M	2	1.83%	Increased
189	Comerica Bank Dallas, Texas	$10.2M	-$538K	4	0.1%	Reduced
190	State of New Jersey Common Pension Fund D Trenton, New Jersey	$10.1M	$0	1	0.04%	Maintained
191	Polar Asset Management Partners Toronto, Ontario, Canada	$10.1M	+$1.53M	1	0.53%	Increased
192	GD Grandfield & Dodd New York	$9.99M	+$168K	1	1.52%	Increased
193	Meyer Handelman Company Rye Brook, New York	$9.93M	+$48.7K	1	0.47%	Increased
194	1M 13D Management New York	$9.8M	+$10.2M	1	2.99%	New
195	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$9.75M	-$64.5K	1	0.33%	Reduced
196	Arizona State Retirement System Phoenix, Arizona	$9.73M	-$340K	2	0.13%	Reduced
197	RCM Riverhead Capital Management Wilmington, Delaware	$9.65M	+$802K	3	0.14%	Increased
198	M&T Bank Buffalo, New York	$9.45M	-$382K	2	0.06%	Reduced
199	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$9.42M	-$2.93M	1	0.04%	Reduced
200	TPSF Texas Permanent School Fund Austin, Texas	$9.4M	-$385K	2	0.12%	Reduced