← 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
301	YCMGA York Capital Management Global Advisors New York	$7.18M	+$4.21M	1	0.14%	Increased
302	Todd Asset Management Louisville, Kentucky	$7.17M	-$33.5M	1	0.22%	Reduced
303	Glenmede Trust Philadelphia, Pennsylvania	$7.1M	-$97.1K	3	0.08%	Reduced
304	Whittier Trust South Pasadena, California	$7.08M	+$80.1K	2	0.38%	Increased
305	SPC Stewart & Patten Company Lafayette, California	$7.04M	-$206K	1	1.52%	Reduced
306	NPA Nichols & Pratt Advisers Boston, Massachusetts	$6.94M	+$37.8K	1	0.7%	Increased
307	PRC Platte River Capital Denver, Colorado	$6.9M	-$490K	1	0.85%	Reduced
308	AC Ascend Capital Orinda, California	$6.88M	+$6.72M	1	0.26%	New
309	KCM Kingdon Capital Management New York	$6.88M	+$6.72M	1	0.34%	New
310	DILH Dai-ichi Life Holdings Tokyo, Japan	$6.83M	-$2.1M	1	0.24%	Reduced
311	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$6.8M	+$660K	1	0.63%	Increased
312	Clark Capital Management Group Philadelphia, Pennsylvania	$6.7M	-$40.7K	1	0.53%	Reduced
313	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.67M	-$78.6K	1	1.21%	Reduced
314	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.66M	+$30.3K	1	0.11%	Increased
315	BPBT Boston Private Bank & Trust Boston, Massachusetts	$6.56M	+$362K	2	0.36%	Increased
316	Axa Paris, France	$6.44M	-$2.67M	1	0.03%	Reduced
317	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$6.34M	+$144K	2	3.02%	Increased
318	Davidson Kempner Capital Management New York	$6.32M	+$6.17M	1	0.21%	New
319	NCM Northroad Capital Management New York	$6.23M	-$230K	1	2.39%	Reduced
320	LM Luminus Management Houston, Texas	$6.2M	-$1.92M	1	0.53%	Reduced
321	PWPCM Perella Weinberg Partners Capital Management New York	$6.2M	+$5.2M	1	0.66%	Increased
322	Wilmington Savings Fund Society Wilmington, Delaware	$6.03M	+$26.5K	1	0.37%	Increased
323	BIC Bridges Investment Counsel Omaha, Nebraska	$5.96M	-$89K	1	1.48%	Reduced
324	AA Apriem Advisors Irvine, California	$5.92M	-$423K	2	2.57%	Reduced
325	LPL Financial San Diego, California	$5.87M	+$13K	2	0.04%	Increased