← 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	Loomis, Sayles & Company Boston, Massachusetts	$29.9M	-$3.19M	2	0.06%	Reduced
127	Chevy Chase Trust Bethesda, Maryland	$29.8M	-$857K	1	0.13%	Reduced
128	Obermeyer Wealth Partners Aspen, Colorado	$29.1M	-$452K	1	2.64%	Reduced
129	WIC Willis Investment Counsel Gainesville, Georgia	$29.1M	+$2.28M	2	2.25%	Increased
130	TD Asset Management Toronto, Ontario, Canada	$27.6M	-$1.6M	1	0.04%	Reduced
131	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$27.3M	+$1.16M	2	2.28%	Increased
132	Commerce Bank Kansas City, Missouri	$27.2M	-$30K	2	0.36%	Reduced
133	Davis Selected Advisers Tucson, Arizona	$27.1M	+$239K	1	0.12%	Increased
134	Victory Capital Management San Antonio, Texas	$26.4M	+$14.3M	1	0.06%	Increased
135	AIM Avity Investment Management Greenwich, Connecticut	$26.1M	+$1.7M	1	3.41%	Increased
136	Gabelli Funds Rye, New York	$26M	-$57.4K	3	0.16%	Reduced
137	Trillium Asset Management Boston, Massachusetts	$25.9M	+$5.85M	2	1.43%	Increased
138	Glenmede Trust Philadelphia, Pennsylvania	$25.7M	$0	3	0.11%	Maintained
139	HSBC Holdings London, United Kingdom	$25.7M	+$586K	2	0.04%	Increased
140	SGAM Smith Group Asset Management Dallas, Texas	$25.1M	+$270K	2	0.83%	Increased
141	MAA Matrix Asset Advisors White Plains, New York	$25M	-$3.12K	1	4.12%	Reduced
142	CIBC World Markets New York	$24.5M	+$17.9M	1	0.26%	Increased
143	SC Shellback Capital Boston, Massachusetts	$24M	+$20.9M	1	1.75%	Increased
144	Janney Montgomery Scott Philadelphia, Pennsylvania	$23.6M	+$212K	2	0.24%	Increased
145	Gateway Investment Advisers Cincinnati, Ohio	$23.6M	-$159K	1	0.21%	Reduced
146	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.9M	-$282K	1	2.68%	Reduced
147	SAM Scopus Asset Management New York	$21.9M	+$22.5M	1	0.2%	New
148	Nomura Asset Management Tokyo, Japan	$21.9M	+$2.53M	1	0.24%	Increased
149	Comerica Bank Dallas, Texas	$21.6M	+$481K	4	0.15%	Increased
150	Citadel Advisors Miami, Florida	$21M	+$5.29M	4	0.01%	Increased