← 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	Gulf International Bank (UK) London, United Kingdom	$10.9M	+$12.9K	1	0.15%	Increased
227	TPSF Texas Permanent School Fund Austin, Texas	$10.8M	-$427K	3	0.14%	Reduced
228	Copeland Capital Management Conshohocken, Pennsylvania	$10.8M	+$4.89M	1	0.7%	Increased
229	Hermes Investment Management London Uk, United Kingdom	$10.6M	+$10.4M	1	0.17%	New
230	Nisa Investment Advisors St. Louis, Missouri	$10.6M	-$259K	2	0.12%	Reduced
231	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.6M	+$131K	1	2.39%	Increased
232	MC Martin Currie Edinburgh, United Kingdom	$10.5M	-$7.76M	1	0.84%	Reduced
233	Sterling Capital Management Charlotte, North Carolina	$10.4M	+$81K	2	0.1%	Increased
234	Eaton Vance Management Boston, Massachusetts	$10.3M	+$998K	1	0.03%	Increased
235	PDM Penn Davis McFarland Dallas, Texas	$10.3M	-$448K	1	3.05%	Reduced
236	1832 Asset Management Toronto, Ontario, Canada	$10.3M	+$6.71M	2	0.05%	Increased
237	MCM McRae Capital Management Morristown, New Jersey	$10.2M	-$7.54K	1	4.14%	Reduced
238	WIM Wilen Investment Management Bonita Springs, Florida	$10.1M	-$239K	2	6.12%	Reduced
239	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$10.1M	-$210K	3	0.13%	Reduced
240	SCM SKBA Capital Management San Francisco, California	$9.88M	-$1.75M	1	1.49%	Reduced
241	1M 13D Management New York	$9.87M	-$560K	1	3.5%	Reduced
242	CCMH Cornerstone Capital Management Holdings New York	$9.82M	-$72.1K	2	0.08%	Reduced
243	ZDA Zweig-DiMenna Associates New York	$9.53M	+$9.39M	1	0.7%	New
244	Royce & Associates New York	$9.5M	+$1M	3	0.06%	Increased
245	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.25M	+$4.36M	1	0.55%	Increased
246	Conning Inc Hartford, Connecticut	$9.24M	+$3.88M	2	0.34%	Increased
247	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$9.17M	-$489K	1	0.15%	Reduced
248	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$9.03M	+$406K	1	2.54%	Increased
249	WBC Westpac Banking Corp Sydney, Australia	$8.89M	-$2.85M	1	0.2%	Reduced
250	AC AFAM Capital Austin, Texas	$8.59M	-$56.3K	1	1.1%	Reduced