← 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	Suntrust Banks Atlanta, Georgia	$24.4M	+$4.75M	3	0.09%	Increased
152	AP Alydar Partners Boston, Massachusetts	$24M	-$18.1M	1	2.4%	Reduced
153	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$23.2M	+$617K	1	3.31%	Increased
154	Cullen/Frost Bankers San Antonio, Texas	$22.9M	+$373K	1	0.98%	Increased
155	Susquehanna International Group Bala Cynwyd, Pennsylvania	$22.9M	-$25.3M	3	0.01%	Reduced
156	OC Oakmont Corp Los Angeles, California	$22.9M	-$1.23M	1	3.56%	Reduced
157	VDBMI Van Den Berg Management I Austin, Texas	$22.7M	-$3.73M	1	1.56%	Reduced
158	MLICM Metropolitan Life Insurance Company (MetLife) New York	$22.6M	-$300K	3	0.16%	Reduced
159	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$22.5M	+$22.1M	1	0.11%	New
160	British Columbia Investment Management Victoria, British Columbia, Canada	$22.3M	+$1.99M	1	0.19%	Increased
161	Aviva London, United Kingdom	$22M	+$3.17M	1	0.18%	Increased
162	Aperio Group Sausalito, California	$21.5M	+$21.1M	2	0.3%	New
163	SG Americas Securities New York	$21M	+$4.38M	4	0.09%	Increased
164	VCM Vision Capital Management Portland, Oregon	$20.7M	+$20.3M	1	2.52%	New
165	ECM Estabrook Capital Management New York	$20.6M	-$947K	1	2.1%	Reduced
166	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$20.5M	+$2.42M	1	0.13%	Increased
167	Douglas C. Lane & Associates New York	$20.1M	+$2.42M	1	0.64%	Increased
168	LBG Lloyds Banking Group London, United Kingdom	$19.8M	+$599K	1	0.18%	Increased
169	Employees Retirement System of Texas Austin, Texas	$19.6M	+$13.3M	2	0.26%	Increased
170	Winton Capital Management London, United Kingdom	$18.9M	+$5.41M	1	0.13%	Increased
171	I.G. Investment Management Winnipeg, Manitoba, Canada	$18.9M	+$1.61M	1	0.07%	Increased
172	HCCM Herring Creek Capital Management Stamford, Connecticut	$18.5M	+$3.11M	1	4.07%	Increased
173	TU TDAM USA Toronto, Ontario, Canada	$17.8M	+$2.05M	2	0.77%	Increased
174	TCW Group Los Angeles, California	$17.7M	+$111K	1	0.07%	Increased
175	Wasatch Advisors Salt Lake City, Utah	$17.5M	+$16.4M	2	0.17%	Increased