← 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
251	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$9.58M	+$9.17M	1	1.82%	New
252	Welch & Forbes Boston, Massachusetts	$9.39M	+$9.6M	1	0.34%	New
253	Zacks Investment Management Chicago, Illinois	$9.07M	+$8.69M	1	0.42%	New
254	HA Halsey Associates New Haven, Connecticut	$9M	+$9.2M	1	2.31%	New
255	LNB Ledyard National Bank	$8.94M	+$8.57M	2	1.66%	New
256	Axa Paris, France	$8.77M	+$8.4M	1	0.05%	New
257	RCYC Richard C. Young & Co Newport, Rhode Island	$8.72M	+$8.91M	1	2.17%	New
258	Cullen Capital Management New York	$8.68M	+$8.87M	1	0.26%	New
259	ExxonMobil Investment Management Irving, Texas	$8.65M	+$8.29M	1	0.22%	New
260	SSA South Street Advisors New York	$8.63M	+$8.27M	1	4.53%	New
261	DILH Dai-ichi Life Holdings Tokyo, Japan	$8.59M	+$8.22M	1	0.3%	New
262	Korea Investment Corp Seoul, South Korea	$8.52M	+$8.16M	1	0.1%	New
263	AC AFAM Capital Austin, Texas	$8.43M	+$8.07M	1	1.17%	New
264	MCM McRae Capital Management Morristown, New Jersey	$8.38M	+$8.03M	1	4.88%	New
265	GC Gratry & Company Beachwood, Ohio	$8.37M	+$8.02M	1	3.26%	New
266	HS HighVista Strategies Boston, Massachusetts	$8.37M	+$8.54M	1	2.01%	New
267	WI Wafra Inc New York	$8.36M	+$8M	1	1.33%	New
268	OCM Olstein Capital Management Purchase, New York	$8.29M	+$8.45M	2	1.33%	New
269	CL Croft-Leominster Baltimore, Maryland	$8.17M	+$8.35M	1	1.2%	New
270	ACI AMP Capital Investors Sydney, Australia	$8.04M	+$7.77M	1	0.06%	New
271	LOGI Long Oar Global Investors New York	$8.03M	+$7.69M	1	8.13%	New
272	PCM Peg Capital Management Canaan, New Hampshire	$7.99M	+$8.17M	1	4.28%	New
273	GIP Granite Investment Partners El Segundo, California	$7.83M	+$7.5M	1	1.38%	New
274	LM Luminus Management Houston, Texas	$7.83M	+$7.5M	2	0.65%	New
275	Boston Trust Walden Boston, Massachusetts	$7.78M	+$7.93M	2	0.13%	New