← 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
376	Carnegie Investment Counsel Pepper Pike, Ohio	$2.51M	-$51.2K	1	0.44%	Reduced
377	KBC Group Brussels, Belgium	$2.48M	-$3.95M	1	0.05%	Reduced
378	CAM Cubic Asset Management Boston, Massachusetts	$2.47M	+$542	1	0.86%	Increased
379	Numeric Investors Boston, Massachusetts	$2.47M	+$1.6M	2	0.03%	Increased
380	ECM EagleClaw Capital Management Boston, Massachusetts	$2.42M	-$56.9K	1	1.6%	Reduced
381	Engineers Gate Manager New York	$2.4M	-$3.43M	1	0.16%	Reduced
382	Evergreen Capital Management Bellevue, Washington	$2.39M	-$84.2K	1	0.57%	Reduced
383	AMG National Trust Bank Greenwood Village, Colorado	$2.34M	+$1.99M	2	0.21%	Increased
384	People's United Financial Bridgeport, Connecticut	$2.34M	-$224K	2	0.12%	Reduced
385	MCM Marathon Capital Management Hunt Valley, Maryland	$2.33M	-$448K	1	1.24%	Reduced
386	Norinchukin Bank Tokyo, Japan	$2.32M	-$277K	1	0.06%	Reduced
387	LPU Lansdowne Partners (UK) London, United Kingdom	$2.3M	+$2.4M	1	0.02%	New
388	SAM Securian Asset Management St Paul, Minnesota	$2.3M	+$29.6K	1	0.07%	Increased
389	MUFG Americas New York	$2.3M	-$1.06M	3	0.08%	Reduced
390	Panagora Asset Management Boston, Massachusetts	$2.3M	-$182K	2	0.01%	Reduced
391	LH Lebenthal Holdings New York	$2.27M	+$40.6K	2	0.53%	Increased
392	HL HeadInvest LLC Portland, Maine	$2.27M	-$579K	2	0.92%	Reduced
393	Scout Investments Kansas City, Missouri	$2.26M	+$28.5K	1	0.06%	Increased
394	SLG Stanley-Laman Group Berwyn, Pennsylvania	$2.24M	+$12.2K	2	0.38%	Increased
395	CIBC Asset Management Toronto, Ontario, Canada	$2.24M	-$93.5K	1	0.02%	Reduced
396	Trexquant Investment Stamford, Connecticut	$2.24M	+$679K	2	0.2%	Increased
397	MIM Marco Investment Management Atlanta, Georgia	$2.23M	-$317K	1	0.42%	Reduced
398	Bowen Hanes & Co Ponte Vedra Beach, Florida	$2.23M	-$672K	1	0.13%	Reduced
399	Curi RMB Capital Chicago, Illinois	$2.23M	-$513K	1	0.1%	Reduced
400	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2.2M	+$2.29M	1	1.92%	New