← 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	SCM Sirios Capital Management Boston, Massachusetts	$13.3M	-$111K	1	2.44%	Reduced
277	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$13.2M	$0	1	0.16%	Maintained
278	Alpha Cubed Investments Irvine, California	$13.1M	-$2.75M	1	0.99%	Reduced
279	Haverford Trust Company Radnor, Pennsylvania	$13M	-$226K	1	0.16%	Reduced
280	PDM Penn Davis McFarland Dallas, Texas	$12.9M	-$160K	1	2.52%	Reduced
281	TIP Torray Investment Partners Bethesda, Maryland	$12.8M	-$1.49M	1	2.3%	Reduced
282	William Blair & Company Chicago, Illinois	$12.8M	+$769K	3	0.06%	Increased
283	Chartwell Investment Partners Berywn, Pennsylvania	$12.6M	+$1.75M	1	0.5%	Increased
284	National Bank of Canada Montreal, Quebec, Canada	$12.6M	+$2.06M	3	0.03%	Increased
285	Advisors Asset Management Monument, Colorado	$12.2M	+$46.2K	4	0.25%	Increased
286	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$12.1M	+$285K	1	1.92%	Increased
287	GIM Goelzer Investment Management Carmel, Indiana	$12.1M	-$181K	1	1.03%	Reduced
288	Baker Avenue Asset Management San Francisco, California	$12M	+$185K	3	0.72%	Increased
289	MC Moors & Cabot Boston, Massachusetts	$11.8M	-$136K	2	0.82%	Reduced
290	BCM Bornite Capital Management New York	$11.8M	-$7.67M	1	3.07%	Reduced
291	Cambridge Investment Research Advisors Fairfield, Iowa	$11.7M	+$864K	3	0.06%	Increased
292	Utah Retirement Systems Salt Lake City, Utah	$11.5M	-$107K	2	0.18%	Reduced
293	Atria Investments Charlotte, North Carolina	$11.2M	+$769K	3	0.23%	Increased
294	Raymond James Trust St. Petersburg, Florida	$11.1M	+$5.13K	3	0.37%	Increased
295	BCM Bourgeon Capital Management Darien, Connecticut	$11.1M	+$212K	1	2.73%	Increased
296	TD Waterhouse Canada Toronto, Ontario, Canada	$11.1M	-$23K	1	0.12%	Reduced
297	Thornburg Investment Management Santa Fe, New Mexico	$11M	-$641K	1	0.19%	Reduced
298	CAPTRUST Financial Advisors Raleigh, North Carolina	$10.9M	+$233K	4	0.06%	Increased
299	ACM Arosa Capital Management Miami Beach, Florida	$10.8M	+$10.5M	1	2.29%	New
300	ZCM Ziegler Capital Management Chicago, Illinois	$10.7M	-$129K	1	0.45%	Reduced