← 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	ORIO Old Republic International (ORI) Chicago, Illinois	$8.29M	$0	1	0.46%	Maintained
252	RCM Riverhead Capital Management Wilmington, Delaware	$8.18M	+$59.1K	2	0.12%	Increased
253	PP Prospector Partners Guilford, Connecticut	$8.16M	+$2.27M	2	0.61%	Increased
254	GAMCO Investors Greenwich, Connecticut	$8M	-$222K	3	0.04%	Reduced
255	IRF IBM Retirement Fund Armonk, New York	$7.98M	-$11.8K	1	0.15%	Reduced
256	Wilmington Savings Fund Society Wilmington, Delaware	$7.88M	+$778K	1	0.45%	Increased
257	BCMNY Buckingham Capital Management (New York) New York	$7.8M	-$939K	1	0.68%	Reduced
258	MC Martin Currie Edinburgh, United Kingdom	$7.79M	-$313K	1	0.7%	Reduced
259	Asset Management One Tokyo, Japan	$7.76M	-$1.64M	1	0.1%	Reduced
260	ExxonMobil Investment Management Irving, Texas	$7.75M	+$152K	1	0.18%	Increased
261	HFS Haverford Financial Services Radnor, Pennsylvania	$7.71M	-$215K	1	3.13%	Reduced
262	TAM THB Asset Management Norwalk, Connecticut	$7.71M	-$115K	1	0.54%	Reduced
263	Brown Advisory Baltimore, Maryland	$7.59M	-$893K	3	0.02%	Reduced
264	Aberdeen Asset Management Aberdeen, United Kingdom	$7.53M	-$315K	1	0.02%	Reduced
265	DSI Daiwa SB Investments Tokyo, Japan	$7.49M	+$7.27M	1	1.34%	Increased
266	Victory Capital Management San Antonio, Texas	$7.33M	+$6.61M	1	0.03%	New
267	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.23M	+$62.1K	2	1.14%	Increased
268	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$7.18M	+$6.73M	2	0.61%	Increased
269	Fjarde Ap-fonden Stockholm, Sweden	$7.13M	-$624K	1	0.16%	Reduced
270	ICOM Investment Counselors of Maryland Baltimore, Maryland	$7.05M	+$6.35M	1	0.33%	New
271	NCM Novare Capital Management Charlotte, North Carolina	$6.99M	+$146K	1	1.73%	Increased
272	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.97M	+$114K	2	1.01%	Increased
273	VCM Vigilant Capital Management Portland, Maine	$6.91M	+$460K	2	1.3%	Increased
274	Spot Trading Chicago, Illinois	$6.89M	-$161K	2	0.07%	Reduced
275	Glenmede Trust Philadelphia, Pennsylvania	$6.86M	+$558K	2	0.05%	Increased