← 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
276	MCM McRae Capital Management Morristown, New Jersey	$9.64M	-$169K	1	4.95%	Reduced
277	PFC Phocas Financial Corp Alameda, California	$9.6M	-$10.2M	0	–	Closed
278	GC Gratry & Company Beachwood, Ohio	$9.51M	-$176K	1	3.11%	Reduced
279	BOK Financial Tulsa, Oklahoma	$9.48M	-$1.26M	2	0.32%	Reduced
280	Causeway Capital Management Los Angeles, California	$9.46M	+$8.87M	1	0.54%	New
281	ExxonMobil Investment Management Irving, Texas	$9.4M	-$176K	1	0.22%	Reduced
282	AC AFAM Capital Austin, Texas	$9.31M	-$18.9K	1	1.26%	Reduced
283	ORIO Old Republic International (ORI) Chicago, Illinois	$9.29M	+$8.68M	1	1.22%	New
284	VanEck Associates New York	$9.27M	-$393K	1	0.05%	Reduced
285	GIP Granite Investment Partners El Segundo, California	$9.22M	+$374K	1	1.42%	Increased
286	Cullen Capital Management New York	$9.19M	-$1.41M	1	0.24%	Reduced
287	Commerzbank Aktiengesellschaft Frankfurt, Germany	$9M	-$2.63M	1	0.04%	Reduced
288	Kornitzer Capital Management Shawnee Mission, Kansas	$8.91M	+$199K	1	0.1%	Increased
289	Munder Capital Management Birmingham, Michigan	$8.82M	-$524K	1	0.06%	Reduced
290	State of Tennessee, Department of Treasury Nashville, Tennessee	$8.68M	-$9.22M	3	0.05%	Reduced
291	CIM Calvert Investment Management Bethesda, Maryland	$8.65M	+$7.29M	1	0.63%	Increased
292	Principal Financial Group Des Moines, Iowa	$8.54M	+$536K	2	0.02%	Increased
293	Wilmington Trust Wilmington, Delaware	$8.45M	+$311K	2	0.14%	Increased
294	JIR James Investment Research Alpha, Ohio	$8.34M	+$305K	3	0.26%	Increased
295	MC Martin Currie Edinburgh, United Kingdom	$8.21M	+$1.61M	1	0.75%	Increased
296	Todd Asset Management Louisville, Kentucky	$8.13M	+$52.8K	1	0.24%	Increased
297	TI Turner Investments Berwyn, Pennsylvania	$8.11M	+$2.78M	3	0.14%	Increased
298	Axa Paris, France	$7.99M	+$818K	1	0.04%	Increased
299	BPBT Boston Private Bank & Trust Boston, Massachusetts	$7.77M	+$482K	2	0.39%	Increased
300	SPC Stewart & Patten Company Lafayette, California	$7.73M	-$186K	1	1.55%	Reduced