← 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	Bank of Montreal Toronto, Ontario, Canada	$29.2M	-$672K	4	0.03%	Reduced
127	TD Asset Management Toronto, Ontario, Canada	$28.8M	-$549K	1	0.04%	Reduced
128	Panagora Asset Management Boston, Massachusetts	$28.8M	+$814K	2	0.11%	Increased
129	Bridgeway Capital Management Houston, Texas	$28.3M	+$25.9M	3	0.3%	Increased
130	WIC Willis Investment Counsel Gainesville, Georgia	$28.1M	+$604K	2	1.98%	Increased
131	Commerce Bank Kansas City, Missouri	$27.1M	+$396K	2	0.35%	Increased
132	William Blair Investment Management Chicago, Illinois	$27.1M	+$692K	2	0.11%	Increased
133	Gabelli Funds Rye, New York	$26.6M	-$414K	3	0.15%	Reduced
134	Davis Selected Advisers Tucson, Arizona	$26.5M	-$15.4M	1	0.11%	Reduced
135	Squarepoint New York	$26.2M	+$14.9M	1	0.46%	Increased
136	Glenmede Trust Philadelphia, Pennsylvania	$25.7M	-$4.69M	3	0.11%	Reduced
137	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$25.6M	+$2.29M	2	0.57%	Increased
138	Point72 Asset Management Stamford, Connecticut	$25.5M	+$12.5M	1	0.11%	Increased
139	HSBC Holdings London, United Kingdom	$24.8M	+$9.17M	1	0.04%	Increased
140	MAA Matrix Asset Advisors White Plains, New York	$24.7M	-$165K	1	3.92%	Reduced
141	SGAM Smith Group Asset Management Dallas, Texas	$24.7M	+$723K	2	0.78%	Increased
142	AIM Avity Investment Management Greenwich, Connecticut	$24.2M	+$359K	1	3.05%	Increased
143	Calamos Advisors Naperville, Illinois	$23.6M	-$11.7M	2	0.12%	Reduced
144	Gateway Investment Advisers Cincinnati, Ohio	$23.4M	-$692K	1	0.2%	Reduced
145	Janney Montgomery Scott Philadelphia, Pennsylvania	$23.4M	+$1.38M	2	0.24%	Increased
146	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.9M	+$135K	1	2.59%	Increased
147	Comerica Bank Dallas, Texas	$22.3M	+$2.2M	4	0.15%	Increased
148	WI WBI Investments Red Bank, New Jersey	$22.1M	+$21.7M	1	1.02%	New
149	Los Angeles Capital Management Los Angeles, California	$21.7M	-$477K	2	0.12%	Reduced
150	ACM Argent Capital Management St Louis, Missouri	$21.6M	-$6.14K	1	0.75%	Reduced