← 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	Susquehanna International Group Bala Cynwyd, Pennsylvania	$9.87M	-$2.68M	2	0.01%	Reduced
252	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$9.82M	-$212K	1	0.21%	Reduced
253	PFC Phocas Financial Corp Alameda, California	$9.82M	-$193K	1	0.95%	Reduced
254	BOK Financial Tulsa, Oklahoma	$9.79M	+$2.23M	2	0.36%	Increased
255	KCA KKR Credit Advisors San Francisco, California	$9.78M	+$9.54M	1	1.23%	New
256	KBC Group Brussels, Belgium	$9.77M	+$2.19M	1	0.16%	Increased
257	HA Halsey Associates New Haven, Connecticut	$9.72M	-$78.8K	1	2.36%	Reduced
258	Fjarde Ap-fonden Stockholm, Sweden	$9.59M	-$440K	1	0.21%	Reduced
259	RCYC Richard C. Young & Co Newport, Rhode Island	$9.57M	+$71K	1	2.17%	Increased
260	LNB Ledyard National Bank	$9.51M	+$153K	2	1.68%	Increased
261	Cullen Capital Management New York	$9.49M	+$42.8K	1	0.27%	Increased
262	ST Stifel Trust St. Louis, Missouri	$9.34M	+$3.47M	2	1.86%	Increased
263	Tudor Investment Corp Stamford, Connecticut	$9.29M	-$2.01M	1	0.38%	Reduced
264	Nisa Investment Advisors St. Louis, Missouri	$9.25M	-$2.93M	2	0.14%	Reduced
265	BLM Bennett Lawrence Management New York	$9.23M	+$2.65M	1	1.5%	Increased
266	HA Heartland Advisors Milwaukee, Wisconsin	$9.19M	-$3.74M	1	0.17%	Reduced
267	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$9.18M	+$4.15M	1	0.26%	Increased
268	Williams Jones & Associates New York	$9.17M	-$3.67M	1	0.47%	Reduced
269	SSA South Street Advisors New York	$9.14M	+$118K	1	4.38%	Increased
270	Boston Partners Boston, Massachusetts	$9.03M	+$5.82M	2	0.02%	Increased
271	QIM Quest Investment Management Lake Oswego, Oregon	$8.91M	+$8.36M	2	0.76%	Increased
272	MCM McRae Capital Management Morristown, New Jersey	$8.88M	+$111K	1	4.91%	Increased
273	Munder Capital Management Birmingham, Michigan	$8.85M	-$1.95M	1	0.07%	Reduced
274	DVM Dreman Value Management West Palm Beach, Florida	$8.79M	+$8.45M	2	0.79%	New
275	GC Gratry & Company Beachwood, Ohio	$8.77M	+$10.2K	1	3.09%	Increased