← 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
126	1919 Investment Counsel Baltimore, Maryland	$34.5M	+$4.23M	2	0.72%	Increased
127	Ferguson Wellman Capital Management Portland, Oregon	$33.9M	+$6.04M	2	1.53%	Increased
128	HI Honeywell International Charlotte, North Carolina	$33.5M	-$3.4M	2	0.8%	Reduced
129	Bowen Hanes & Co Ponte Vedra Beach, Florida	$32.8M	-$1.14M	1	1.59%	Reduced
130	Wedge Capital Management Charlotte, North Carolina	$31.3M	-$2.09M	1	0.33%	Reduced
131	Davenport & Co Richmond, Virginia	$30.9M	+$1.43M	1	0.58%	Increased
132	Public Employees Retirement Association of Colorado Denver, Colorado	$30.6M	+$6.58K	3	0.26%	Increased
133	DCCA D.C. Capital Advisors New York	$30.4M	$0	1	12.57%	Maintained
134	Retirement Systems of Alabama Montgomery, Alabama	$30.4M	+$22.6K	1	0.18%	Increased
135	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$30.3M	-$1.13M	2	0.84%	Reduced
136	Capital International Inc Los Angeles, California	$30.2M	-$939K	1	1.3%	Reduced
137	Two Sigma Investments New York	$29.9M	+$2.33M	5	0.17%	Increased
138	Klingenstein Fields & Co New York	$29.4M	+$1.06M	1	1.05%	Increased
139	Korea Investment Corp Seoul, South Korea	$29.2M	+$23.5M	1	0.28%	Increased
140	SAC Capital Advisors Stamford, Connecticut	$29M	-$16M	2	0.17%	Reduced
141	Chevy Chase Trust Bethesda, Maryland	$28.6M	+$366K	2	0.21%	Increased
142	Putnam Investments Boston, Massachusetts	$28.4M	-$18.1M	2	0.07%	Reduced
143	Canada Life Winnipeg, Manitoba, Canada	$28M	+$2.9M	3	0.1%	Increased
144	Pinnacle Associates New York	$27.5M	-$554K	2	0.54%	Reduced
145	VDBMI Van Den Berg Management I Austin, Texas	$27.3M	-$321K	1	2.13%	Reduced
146	Brown Advisory Baltimore, Maryland	$27.2M	+$1.22M	2	0.09%	Increased
147	BCM Beddow Capital Management Jackson, Wyoming	$27M	-$1.03M	2	7.58%	Reduced
148	Trillium Asset Management Boston, Massachusetts	$26.8M	+$2.03M	2	2.63%	Increased
149	Natixis Advisors Boston, Massachusetts	$26.1M	+$7.03M	2	0.43%	Increased
150	Bartlett & Co Cincinnati, Ohio	$25.6M	-$305K	2	1.28%	Reduced