← 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	Placemark Investments Chicago, Illinois	$8.32M	+$1.64M	2	0.15%	Increased
252	GCP GSA Capital Partners London, United Kingdom	$8.24M	+$8.29M	2	0.43%	Increased
253	LNB Ledyard National Bank	$8.18M	-$633K	2	1.52%	Reduced
254	Acadian Asset Management Boston, Massachusetts	$8.16M	+$3.15M	1	0.04%	Increased
255	PCM Peg Capital Management Canaan, New Hampshire	$8.12M	$0	1	3.64%	Maintained
256	Numeric Investors Boston, Massachusetts	$8.02M	+$3.97M	1	0.12%	Increased
257	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.97M	-$474K	1	0.17%	Reduced
258	AC AFAM Capital Austin, Texas	$7.9M	+$51.6K	1	1%	Increased
259	BCMNY Buckingham Capital Management (New York) New York	$7.89M	+$2.6M	1	0.7%	Increased
260	RCM Riverhead Capital Management Wilmington, Delaware	$7.87M	-$2.27M	2	0.14%	Reduced
261	Glenmede Trust Philadelphia, Pennsylvania	$7.84M	-$308K	2	0.07%	Reduced
262	GAMCO Investors Greenwich, Connecticut	$7.74M	-$111K	3	0.04%	Reduced
263	ORIO Old Republic International (ORI) Chicago, Illinois	$7.73M	$0	1	0.63%	Maintained
264	MCM McRae Capital Management Morristown, New Jersey	$7.68M	-$138K	1	3.73%	Reduced
265	AQR Capital Management Greenwich, Connecticut	$7.66M	+$1.74M	1	0.02%	Increased
266	Fjarde Ap-fonden Stockholm, Sweden	$7.57M	+$8.47M	1	0.16%	New
267	Brown Advisory Baltimore, Maryland	$7.55M	+$434K	4	0.02%	Increased
268	William Blair & Company Chicago, Illinois	$7.51M	+$2.23M	3	0.01%	Increased
269	IRF IBM Retirement Fund Armonk, New York	$7.49M	-$245K	1	0.15%	Reduced
270	BPBT Boston Private Bank & Trust Boston, Massachusetts	$7.46M	+$326K	2	0.36%	Increased
271	ExxonMobil Investment Management Irving, Texas	$7.39M	-$331K	1	0.17%	Reduced
272	Cullen Capital Management New York	$7.2M	+$1.92M	1	0.2%	Increased
273	HA Heartland Advisors Milwaukee, Wisconsin	$7.16M	$0	2	0.14%	Maintained
274	WCP Welch Capital Partners Harrison, New York	$7.03M	+$7.87M	1	2.31%	New
275	IP Interval Partners New York	$6.96M	+$7.79M	1	1.46%	New