← 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
151	Guggenheim Capital Chicago, Illinois	$22.4M	+$21.8M	4	0.09%	New
152	Two Sigma Investments New York	$22.1M	+$21.2M	3	0.15%	New
153	AC Amiya Capital London, United Kingdom	$21.9M	+$20.9M	1	7.33%	New
154	SCM SKBA Capital Management San Francisco, California	$21.7M	+$20.8M	1	2.55%	New
155	SFM Systematic Financial Management Teaneck, New Jersey	$21.6M	+$20.7M	1	0.19%	New
156	Bartlett & Co Cincinnati, Ohio	$21.5M	+$22M	2	1.19%	New
157	VDBMI Van Den Berg Management I Austin, Texas	$21.5M	+$20.8M	1	1.83%	New
158	ECM Estabrook Capital Management New York	$21.2M	+$20.3M	1	2.25%	New
159	MLICM Metropolitan Life Insurance Company (MetLife) New York	$20.5M	+$19.6M	3	0.16%	New
160	British Columbia Investment Management Victoria, British Columbia, Canada	$20.3M	+$19.5M	1	0.17%	New
161	SPC Standard Pacific Capital San Francisco, California	$20M	+$19.2M	1	4.39%	New
162	KCA KR Capital Advisors New York	$20M	+$19.6M	2	3.63%	New
163	TD Asset Management Toronto, Ontario, Canada	$19.7M	+$18.9M	2	0.04%	New
164	LBG Lloyds Banking Group London, United Kingdom	$19.4M	+$18.6M	1	0.2%	New
165	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$19M	+$18.2M	1	3.11%	New
166	Lyrical Asset Management New York	$18.6M	+$17.8M	1	3.02%	New
167	VBCP Vollero Beach Capital Partners New York	$18.5M	+$17.7M	1	1.79%	New
168	Nomura Holdings Tokyo, Japan	$18.2M	+$18.2M	3	0.15%	New
169	AIP ARS Investment Partners New York	$17.8M	+$17M	1	3.13%	New
170	WC Walthausen & Co Malta, New York	$17.8M	+$17.7M	1	1.79%	New
171	Fidelity International Hamilton, Bermuda	$17.6M	+$16.9M	1	0.1%	New
172	Manning & Napier Advisors Fairport, New York	$17.3M	+$17.7M	1	0.09%	New
173	TPSF Texas Permanent School Fund Austin, Texas	$17.3M	+$16.6M	3	0.18%	New
174	EA Euclid Advisors Hartford, Connecticut	$17M	+$16.3M	1	0.22%	New
175	Natixis Advisors Boston, Massachusetts	$16.8M	+$16.7M	2	0.33%	New