← 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	Douglas C. Lane & Associates New York	$21.9M	+$3.99M	1	0.65%	Increased
152	Aperio Group Sausalito, California	$20.9M	+$2.39M	2	0.28%	Increased
153	BCM Beddow Capital Management Jackson, Wyoming	$20.8M	+$1.1M	2	6.12%	Increased
154	HCCM Herring Creek Capital Management Stamford, Connecticut	$20.6M	+$1.02M	1	3.8%	Increased
155	Natixis Advisors Boston, Massachusetts	$20.3M	-$7.51M	3	0.41%	Reduced
156	Highbridge Capital Management New York	$20.3M	+$22.5M	1	0.27%	Increased
157	Citigroup New York	$20.2M	+$13.6M	5	0.02%	Increased
158	British Columbia Investment Management Victoria, British Columbia, Canada	$19.1M	-$26.4K	1	0.16%	Reduced
159	Bartlett & Co Cincinnati, Ohio	$19M	-$528K	2	0.92%	Reduced
160	WC Walthausen & Co Malta, New York	$19M	-$4M	1	1.54%	Reduced
161	CRCP Copper Rock Capital Partners Boston, Massachusetts	$18.5M	+$5.81M	1	2.02%	Increased
162	Raymond James & Associates St Petersburg, Florida	$18.4M	+$6.7M	2	0.11%	Increased
163	Aviva London, United Kingdom	$18.4M	-$200K	1	0.15%	Reduced
164	VCM Vision Capital Management Portland, Oregon	$18.2M	+$951K	1	2.27%	Increased
165	Anchor Capital Advisors Boston, Massachusetts	$18M	+$9.02M	1	0.37%	Increased
166	BNP Paribas Financial Markets Paris, France	$17.8M	+$5.33M	4	0.02%	Increased
167	SCM Stevens Capital Management Radnor, Pennsylvania	$17.5M	+$18.4M	2	0.53%	Increased
168	Trillium Asset Management Boston, Massachusetts	$17.1M	-$9.44M	2	1.48%	Reduced
169	WIC Willis Investment Counsel Gainesville, Georgia	$17.1M	-$77.9K	2	1.8%	Reduced
170	Comerica Bank Dallas, Texas	$17M	-$23.7M	4	0.15%	Reduced
171	GP GLG Partners London, United Kingdom	$17M	+$19M	1	0.39%	New
172	Capital International Inc Los Angeles, California	$16.9M	-$3.67M	1	1.05%	Reduced
173	Two Sigma Advisers New York	$16.8M	+$16M	2	0.13%	Increased
174	Hermes Investment Management London Uk, United Kingdom	$16.3M	+$5.96M	1	0.42%	Increased
175	AIM Avity Investment Management Greenwich, Connecticut	$16.3M	+$1.21M	1	2.78%	Increased