← All themes Electrification & Grid

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
226	Winton Capital Management London, United Kingdom	$12M	-$4.3M	1	0.14%	Reduced
227	TWI Thomas White International Chicago, Illinois	$11.9M	-$213K	2	1.72%	Reduced
228	Anchor Capital Advisors Boston, Massachusetts	$11.8M	+$1.41M	1	0.25%	Increased
229	VBCP Vollero Beach Capital Partners New York	$11.7M	-$7.45M	1	0.85%	Reduced
230	WesBanco Bank Wheeling, West Virginia	$11.4M	-$72.4K	1	0.7%	Reduced
231	CRCP Copper Rock Capital Partners Boston, Massachusetts	$11.3M	-$302K	1	1.21%	Reduced
232	TSU TD Securities (USA) New York	$11.2M	+$63.3K	1	0.21%	Increased
233	BCAM Boston Common Asset Management Boston, Massachusetts	$11.1M	-$151K	1	0.64%	Reduced
234	Commerzbank Aktiengesellschaft Frankfurt, Germany	$11M	-$26.4M	1	0.06%	Reduced
235	Janney Montgomery Scott Philadelphia, Pennsylvania	$11M	+$10.1M	2	0.33%	Increased
236	Asset Management One Tokyo, Japan	$10.8M	-$3.53M	1	0.16%	Reduced
237	CCMH Cornerstone Capital Management Holdings New York	$10.8M	+$29.4K	2	0.13%	Increased
238	WAM World Asset Management Detroit, Michigan	$10.8M	-$1.57M	2	0.27%	Reduced
239	Eastern Bank Boston, Massachusetts	$10.6M	+$10.4M	1	0.97%	New
240	WIC Willis Investment Counsel Gainesville, Georgia	$10.6M	$0	1	1.21%	Maintained
241	HighTower Advisors Chicago, Illinois	$10.5M	-$177K	2	0.26%	Reduced
242	ACI AMP Capital Investors Sydney, Australia	$10.4M	+$1.75M	1	0.08%	Increased
243	Associated Banc-Corp Green Bay, Wisconsin	$10.4M	-$488K	1	0.82%	Reduced
244	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$10.4M	-$1.05M	1	0.66%	Reduced
245	Zacks Investment Management Chicago, Illinois	$10.3M	+$823K	2	0.45%	Increased
246	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$10.3M	-$2.19M	1	2.86%	Reduced
247	DIA Denver Investment Advisors Denver, Colorado	$10.2M	-$2.76M	1	0.22%	Reduced
248	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.1M	+$115K	1	1.88%	Increased
249	Welch & Forbes Boston, Massachusetts	$10.1M	-$104K	1	0.34%	Reduced
250	CCM Cadence Capital Management Boston, Massachusetts	$9.93M	+$9.69M	1	0.34%	New