← 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	BLM Bennett Lawrence Management New York	$11.9M	+$1.15M	1	1.75%	Increased
227	National Rural Electric Cooperative Association Arlington, Virginia	$11.8M	$0	1	0.23%	Maintained
228	TSU TD Securities (USA) New York	$11.7M	-$843K	1	0.21%	Reduced
229	Kennedy Capital Management St Louis, Missouri	$11.6M	-$3.74M	1	0.22%	Reduced
230	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.6M	+$1.5M	2	0.28%	Increased
231	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$11.4M	+$123K	1	1.73%	Increased
232	VanEck Associates New York	$11.3M	+$2.14M	1	0.06%	Increased
233	ACI AMP Capital Investors Sydney, Australia	$11.2M	+$626K	1	0.08%	Increased
234	CCMH Cornerstone Capital Management Holdings New York	$11.2M	-$25.3K	2	0.13%	Reduced
235	WI Wafra Inc New York	$11.1M	+$1.53M	1	1.34%	Increased
236	MSA Mason Street Advisors Milwaukee, Wisconsin	$11.1M	-$7.63M	3	0.09%	Reduced
237	Citigroup New York	$11M	-$4.66M	5	0.01%	Reduced
238	CRCP Copper Rock Capital Partners Boston, Massachusetts	$10.9M	+$516K	1	1.07%	Increased
239	ST Stifel Trust St. Louis, Missouri	$10.9M	+$259K	2	2.05%	Increased
240	Advisors Asset Management Monument, Colorado	$10.8M	+$1.14M	3	0.16%	Increased
241	Axa Paris, France	$10.7M	+$2.8M	1	0.05%	Increased
242	SCM Suffolk Capital Management New York	$10.7M	-$663K	1	1.33%	Reduced
243	William Blair & Company Chicago, Illinois	$10.6M	-$229K	2	0.02%	Reduced
244	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$10.5M	-$121K	1	0.31%	Reduced
245	LNB Ledyard National Bank	$10.4M	+$58.6K	2	1.77%	Increased
246	RCYC Richard C. Young & Co Newport, Rhode Island	$10.3M	-$32.6K	1	2.19%	Reduced
247	SSA South Street Advisors New York	$10.1M	+$150K	1	4.03%	Increased
248	CIM Calvert Investment Management Bethesda, Maryland	$10.1M	+$1.58M	1	0.72%	Increased
249	Boston Trust Walden Boston, Massachusetts	$10.1M	+$494K	2	0.15%	Increased
250	Asset Management One Tokyo, Japan	$10.1M	+$173K	1	0.16%	Increased