← 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	PP Prospector Partners Guilford, Connecticut	$7.74M	+$3.37M	2	1.11%	Increased
227	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$7.67M	-$2.8M	3	0.07%	Reduced
228	VanEck Associates New York	$7.6M	+$876K	1	0.06%	Increased
229	RCYC Richard C. Young & Co Newport, Rhode Island	$7.57M	-$117K	1	1.87%	Reduced
230	Royce & Associates New York	$7.57M	-$12.6M	2	0.04%	Reduced
231	Barclays London, United Kingdom	$7.51M	-$13.4M	5	0.01%	Reduced
232	Bridgewater Associates Westport, Connecticut	$7.42M	+$8.33M	1	0.1%	Increased
233	Wasatch Advisors Salt Lake City, Utah	$7.42M	+$191K	1	0.1%	Increased
234	Bank of Montreal Toronto, Ontario, Canada	$7.33M	-$2.25M	4	0.01%	Reduced
235	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.32M	$0	3	0.1%	Maintained
236	Wilmington Savings Fund Society Wilmington, Delaware	$7.23M	+$5.05K	1	0.46%	Increased
237	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$7.13M	+$7.62M	1	1.12%	Increased
238	Gulf International Bank (UK) London, United Kingdom	$6.9M	$0	1	0.13%	Maintained
239	BIC Bridges Investment Counsel Omaha, Nebraska	$6.79M	+$1.13M	1	1.18%	Increased
240	Bridges Investment Management Omaha, Nebraska	$6.79M	$0	1	1.18%	Maintained
241	MCM McRae Capital Management Morristown, New Jersey	$6.74M	+$195K	1	3.44%	Increased
242	Williams Jones & Associates New York	$6.67M	-$173K	1	0.3%	Reduced
243	Foresters Investment Management New York	$6.67M	+$559K	2	0.14%	Increased
244	HFS Haverford Financial Services Radnor, Pennsylvania	$6.46M	+$981K	1	2.98%	Increased
245	WC Walthausen & Co Malta, New York	$6.41M	-$2.92M	1	0.56%	Reduced
246	Employees Retirement System of Texas Austin, Texas	$6.4M	-$118K	2	0.09%	Reduced
247	GAMCO Investors Greenwich, Connecticut	$6.37M	-$729K	3	0.04%	Reduced
248	Glenmede Trust Philadelphia, Pennsylvania	$6.35M	+$4.1M	3	0.05%	Increased
249	Advisors Asset Management Monument, Colorado	$6.32M	-$1.32M	3	0.1%	Reduced
250	AC AFAM Capital Austin, Texas	$6.31M	-$129K	1	0.96%	Reduced