← 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	NIMC NWQ Investment Management Company Los Angeles, California	$9.13M	+$1.91M	1	0.22%	Increased
252	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$9.13M	+$286K	4	0.13%	Increased
253	MetLife Investment Management Whippany, New Jersey	$9.02M	-$157K	3	0.11%	Reduced
254	QI Quilter Investors London, United Kingdom	$8.96M	+$9.76M	1	6.05%	New
255	TPSF Texas Permanent School Fund Austin, Texas	$8.95M	-$623K	3	0.16%	Reduced
256	LNB Ledyard National Bank	$8.9M	-$2.77M	2	1.17%	Reduced
257	Point72 Asset Management Stamford, Connecticut	$8.85M	-$56.8M	1	0.04%	Reduced
258	Man Group London, United Kingdom	$8.71M	-$8.34M	2	0.04%	Reduced
259	Cullen Capital Management New York	$8.51M	-$1.32M	2	0.37%	Reduced
260	RCYC Richard C. Young & Co Newport, Rhode Island	$8.48M	-$217K	1	1.81%	Reduced
261	JP Morgan Private Wealth Advisors San Francisco, California	$8.44M	-$1.01M	2	0.05%	Reduced
262	Sterling Capital Management Charlotte, North Carolina	$8.4M	-$2.75M	2	0.09%	Reduced
263	DA Duality Advisers Miami, Florida	$8.31M	+$9.05M	1	0.48%	New
264	PDM Penn Davis McFarland Dallas, Texas	$8.28M	+$741K	1	3.22%	Increased
265	BNP Paribas Asset Management Paris, France	$8.2M	-$521K	1	0.08%	Reduced
266	PIA Piedmont Investment Advisors Durham, North Carolina	$8.17M	+$253K	2	0.39%	Increased
267	FCI Financial Counselors Inc Overland Park, Kansas	$8.16M	-$127K	1	0.4%	Reduced
268	WC Walthausen & Co Malta, New York	$8.13M	+$1.07M	1	1.13%	Increased
269	TCM Twin Capital Management Mcmurray, Pennsylvania	$8.08M	-$120K	1	0.46%	Reduced
270	Oppenheimer Asset Management New York	$8.06M	+$732K	3	0.2%	Increased
271	EP Elkfork Partners Portland, Oregon	$7.84M	+$6.07M	2	0.22%	Increased
272	Crawford Investment Counsel Atlanta, Georgia	$7.83M	+$8.53M	1	0.27%	New
273	South Dakota Investment Council Sioux Falls, South Dakota	$7.81M	-$2.45M	1	0.2%	Reduced
274	Mirae Asset Global Investments Seoul, South Korea	$7.8M	-$109K	3	0.07%	Reduced
275	BC Blackcrane Capital Bellevue, Washington	$7.75M	-$1.54M	1	10.62%	Reduced