← 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
526	TAM Telemark Asset Management Boston, Massachusetts	$14.2M	$0	1	1.43%	Maintained
527	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$14.1M	$0	1	0.07%	Maintained
528	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$14.1M	-$10.6M	4	0.07%	Reduced
529	Essex Investment Management Boston, Massachusetts	$14.1M	-$2.65M	4	2.46%	Reduced
530	Kentucky Retirement Systems Frankfort, Kentucky	$14.1M	-$1.02M	2	0.41%	Reduced
531	Mark Asset Management New York	$14M	+$8.63M	1	1.28%	Increased
532	Davenport & Co Richmond, Virginia	$13.9M	+$2.96M	2	0.08%	Increased
533	SCM Soros Capital Management New York	$13.9M	+$10.5M	1	3.35%	New
534	Illinois Municipal Retirement Fund Oak Brook, Illinois	$13.9M	+$1.24M	4	0.2%	Increased
535	Bartlett & Co Wealth Management Cincinnati, Ohio	$13.9M	-$196K	3	0.2%	Reduced
536	Grimes & Company Westborough, Massachusetts	$13.9M	+$101K	2	0.38%	Increased
537	Grandfield & Dodd New York	$13.8M	-$2.99M	2	0.82%	Reduced
538	AE Wealth Management Topeka, Kansas	$13.8M	+$1.82M	2	0.13%	Increased
539	ECM EagleClaw Capital Management Boston, Massachusetts	$13.7M	+$84K	1	2.3%	Increased
540	L & S Advisors Los Angeles, California	$13.7M	+$1.23M	2	1.43%	Increased
541	IEQ Capital Foster City, California	$13.7M	+$1.3M	2	0.17%	Increased
542	Maryland State Retirement & Pension System Baltimore, Maryland	$13.7M	-$3.88M	5	0.29%	Reduced
543	Appleton Partners Boston, Massachusetts	$13.7M	+$10.3M	1	1%	New
544	Torray Investment Partners Bethesda, Maryland	$13.6M	$0	1	1.91%	Maintained
545	Stephens Investment Management Group Houston, Texas	$13.6M	+$10M	1	0.19%	New
546	MP McDonald Partners Cleveland, Ohio	$13.5M	+$91.1K	1	3.37%	Increased
547	AACA American Assets Capital Advisers San Diego, California	$13.4M	$0	1	4.12%	Maintained
548	BFO Boston Family Office Boston, Massachusetts	$13.4M	+$438K	2	0.91%	Increased
549	Graham Capital Management Rowayton, Connecticut	$13.3M	+$2M	5	0.23%	Increased
550	IFM Investors Melbourne, Australia	$13.3M	-$280K	1	0.13%	Reduced