← 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
326	Atria Investments Charlotte, North Carolina	$21.9M	-$333K	2	0.3%	Reduced
327	Hood River Capital Management Palm Beach Gardens, Florida	$21.9M	+$20.1M	1	0.49%	New
328	CIA CCM Investment Advisers Columbia, South Carolina	$21.7M	-$5.67M	1	2.59%	Reduced
329	DIA Davidson Investment Advisors Great Falls, Montana	$21.7M	-$4.8M	1	1.12%	Reduced
330	SEM Suncoast Equity Management Tampa, Florida	$21.6M	+$13.9M	1	2.53%	Increased
331	PCM Portolan Capital Management Boston, Massachusetts	$21.5M	+$13.1M	1	1.64%	Increased
332	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$21.2M	+$246K	1	0.26%	Increased
333	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$21.1M	-$1.76M	3	0.02%	Reduced
334	Bailard Foster City, California	$20.9M	+$439K	3	0.58%	Increased
335	Kinetic Partners Management Miami, Florida	$20.9M	+$20.4M	1	1.46%	New
336	SW SVB Wealth Boston, Massachusetts	$20.9M	-$1.23M	2	0.46%	Reduced
337	ECM Engle Capital Management Greenwich, Connecticut	$20.4M	+$11.6M	1	5.7%	Increased
338	Illinois Municipal Retirement Fund Oak Brook, Illinois	$20.3M	-$903K	4	0.31%	Reduced
339	Xponance Philadelphia, Pennsylvania	$20.3M	+$2.08M	2	0.21%	Increased
340	GAMCO Investors Greenwich, Connecticut	$20M	+$185K	2	0.2%	Increased
341	First Citizens Bank & Trust Raleigh, North Carolina	$19.9M	+$3.63M	1	0.38%	Increased
342	Huntington National Bank Columbus, Ohio	$19.8M	+$1.44M	5	0.16%	Increased
343	BCM Bornite Capital Management New York	$19.4M	-$25M	2	3.25%	Reduced
344	HVCM Hel Ved Capital Management Central, Hong Kong	$19.2M	+$17.2M	4	4.74%	New
345	GIM Goelzer Investment Management Carmel, Indiana	$19.1M	-$4.33M	1	1.08%	Reduced
346	Fjarde Ap-fonden Stockholm, Sweden	$19M	+$328K	1	0.21%	Increased
347	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$18.7M	-$2M	1	0.76%	Reduced
348	AF Alerus Financial Grand Forks, North Dakota	$18.7M	-$158K	1	1.41%	Reduced
349	William Blair & Company Chicago, Illinois	$18.6M	-$939K	2	0.06%	Reduced
350	SPC Stewart & Patten Company Lafayette, California	$18.5M	+$15.6K	1	2.76%	Increased