← 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	AP Alydar Partners Boston, Massachusetts	$23.6M	-$37.9M	1	1.97%	Reduced
152	Brown Advisory Baltimore, Maryland	$23.5M	-$16.3M	3	0.08%	Reduced
153	Bartlett & Co Cincinnati, Ohio	$23M	-$403K	2	1.25%	Reduced
154	WC Walthausen & Co Malta, New York	$22.8M	+$2.67M	1	1.81%	Increased
155	Aviva London, United Kingdom	$22.5M	+$7.04M	1	0.2%	Increased
156	Canada Life Winnipeg, Manitoba, Canada	$22.4M	+$21.9M	1	0.09%	New
157	GAMCO Investors Greenwich, Connecticut	$22.3M	-$28.5M	3	0.13%	Reduced
158	KCA KR Capital Advisors New York	$22.3M	+$1.04M	2	3.68%	Increased
159	Trillium Asset Management Boston, Massachusetts	$22M	+$8.44M	2	2.46%	Increased
160	STRS Ohio Columbus, Ohio	$22M	-$3.14M	2	0.1%	Reduced
161	EA Euclid Advisors Hartford, Connecticut	$22M	+$4.1M	1	0.22%	Increased
162	MLICM Metropolitan Life Insurance Company (MetLife) New York	$21.4M	-$72.9K	3	0.16%	Reduced
163	SPC Standard Pacific Capital San Francisco, California	$21.2M	+$198K	1	4.37%	Increased
164	ECM Estabrook Capital Management New York	$20.5M	-$1.7M	1	2.23%	Reduced
165	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$20.4M	+$504K	1	3.26%	Increased
166	SCM SKBA Capital Management San Francisco, California	$19.8M	-$2.82M	1	2.4%	Reduced
167	Manning & Napier Advisors Fairport, New York	$19.1M	+$265K	1	0.09%	Increased
168	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$18.6M	-$20.2M	4	0.17%	Reduced
169	TD Asset Management Toronto, Ontario, Canada	$18.2M	-$2.36M	1	0.04%	Reduced
170	LBG Lloyds Banking Group London, United Kingdom	$18M	-$2.25M	1	0.18%	Reduced
171	British Columbia Investment Management Victoria, British Columbia, Canada	$18M	-$3.16M	1	0.15%	Reduced
172	PIM Partner Investment Management San Francisco, California	$17.9M	-$14.3M	1	4.78%	Reduced
173	I.G. Investment Management Winnipeg, Manitoba, Canada	$17.8M	+$2.05M	1	0.07%	Increased
174	TPSF Texas Permanent School Fund Austin, Texas	$17.6M	-$538K	3	0.18%	Reduced
175	SFM Systematic Financial Management Teaneck, New Jersey	$17.3M	-$5.18M	1	0.14%	Reduced