← 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	Klingenstein Fields & Co New York	$23.1M	-$730K	1	1.03%	Reduced
152	Schroder Investment Management Group London, United Kingdom	$22.8M	-$67.1M	3	0.04%	Reduced
153	Baird Milwaukee, Wisconsin	$22.3M	+$11.5M	2	0.24%	Increased
154	ALPS Advisors Denver, Colorado	$21.9M	+$21.2M	1	0.17%	New
155	BCM Beddow Capital Management Jackson, Wyoming	$21.7M	+$14.5K	2	6.83%	Increased
156	Trillium Asset Management Boston, Massachusetts	$21.6M	+$3.62M	2	1.47%	Increased
157	Millennium Management New York	$21.3M	+$8.63M	5	0.05%	Increased
158	RCM Rutabaga Capital Management Boston, Massachusetts	$21.1M	+$19.1M	1	2.02%	New
159	CRCP Copper Rock Capital Partners Boston, Massachusetts	$20.8M	+$1.48M	1	1.93%	Increased
160	VCM Vision Capital Management Portland, Oregon	$20.7M	+$1.13M	1	2.38%	Increased
161	Natixis Advisors Boston, Massachusetts	$20.6M	+$238K	3	0.39%	Increased
162	PRCM Pine River Capital Management Minnetonka, Minnesota	$20.6M	+$20M	1	0.26%	New
163	Aperio Group Sausalito, California	$20.4M	-$256K	2	0.25%	Reduced
164	M&T Bank Buffalo, New York	$20.1M	+$4.57M	2	0.13%	Increased
165	Hermes Investment Management London Uk, United Kingdom	$19.7M	+$2.07M	1	0.51%	Increased
166	Anchor Capital Advisors Boston, Massachusetts	$19.5M	+$104K	1	0.39%	Increased
167	AIM Avity Investment Management Greenwich, Connecticut	$18.8M	+$1.28M	1	3.02%	Increased
168	British Columbia Investment Management Victoria, British Columbia, Canada	$18.8M	-$1.61M	1	0.16%	Reduced
169	WC Walthausen & Co Malta, New York	$18.4M	-$1.37M	1	1.41%	Reduced
170	WIC Willis Investment Counsel Gainesville, Georgia	$18.3M	+$1.56M	2	1.71%	Increased
171	Bowen Hanes & Co Ponte Vedra Beach, Florida	$18.2M	+$3.15M	1	0.89%	Increased
172	SAM Scopus Asset Management New York	$18M	+$17.4M	1	0.47%	New
173	Bartlett & Co Cincinnati, Ohio	$17.9M	+$4.8K	2	0.87%	Increased
174	Aviva London, United Kingdom	$17.9M	-$1.78M	1	0.14%	Reduced
175	IP Interval Partners New York	$17.3M	+$9.51M	1	2.61%	Increased