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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	SAM Scopus Asset Management New York	$31.7M	+$16.5M	1	0.76%	Increased
177	Vaughan Nelson Investment Management Houston, Texas	$31.7M	-$5.85M	1	0.39%	Reduced
178	Creative Planning Overland Park, Kansas	$31.4M	+$13.2M	3	0.05%	Increased
179	OP Oslo Pensjonsforsikring Oslo,	$30.9M	$0	1	5.81%	Maintained
180	Aviva London, United Kingdom	$30.6M	+$2.91M	1	0.14%	Increased
181	UMB Bank Kansas City, Missouri	$30.4M	+$360K	4	0.49%	Increased
182	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$30.2M	+$9.75M	2	0.05%	Increased
183	MAI Capital Management Independence, Ohio	$29.8M	-$1.63M	2	0.47%	Reduced
184	SEI Investments Oaks, Pennsylvania	$29.7M	+$5.35M	4	0.06%	Increased
185	SW SVB Wealth Boston, Massachusetts	$29.7M	-$1.37M	2	0.41%	Reduced
186	JLBC J.L. Bainbridge & Co Sarasota, Florida	$28.5M	+$338K	1	3.92%	Increased
187	TCW Group Los Angeles, California	$28.4M	+$1.78M	2	0.36%	Increased
188	Commonwealth Equity Services Waltham, Massachusetts	$28.1M	-$118K	3	0.06%	Reduced
189	Gateway Investment Advisers Cincinnati, Ohio	$27.7M	-$4.46M	1	0.34%	Reduced
190	Mercer Global Advisors Denver, Colorado	$27.6M	+$1.61M	2	0.13%	Increased
191	DAM Delta Asset Management Memphis, Tennessee	$26.6M	-$45.6K	1	2.8%	Reduced
192	STRS Ohio Columbus, Ohio	$25.7M	+$252K	3	0.11%	Increased
193	NIM Northeast Investment Management Boston, Massachusetts	$25.6M	-$55.1K	1	1.56%	Reduced
194	Royal London Asset Management United Kingdom	$24.9M	+$595K	1	0.1%	Increased
195	Varma Mutual Pension Insurance Co Helsinki, Finland	$24.4M	+$7.03M	1	0.3%	Increased
196	Ferguson Wellman Capital Management Portland, Oregon	$24.3M	+$52.3K	1	0.61%	Increased
197	Associated Banc-Corp Green Bay, Wisconsin	$24.2M	+$168K	1	0.97%	Increased
198	Meyer Handelman Company Rye Brook, New York	$24M	-$1.96M	1	1%	Reduced
199	Jupiter Asset Management London, United Kingdom	$23.7M	-$1.71M	1	0.33%	Reduced
200	Amalgamated Bank New York	$23.7M	-$692K	4	0.2%	Reduced