← 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	GD Grandfield & Dodd New York	$21.7M	+$27.8K	1	1.95%	Increased
152	Trillium Asset Management Boston, Massachusetts	$21.6M	-$2.26M	1	0.91%	Reduced
153	Oregon Public Employees Retirement Fund Tigard, Oregon	$21.5M	-$1.39M	4	0.32%	Reduced
154	Capital Advisors Inc Tulsa, Oklahoma	$21.3M	+$228K	1	0.86%	Increased
155	Teacher Retirement System of Texas Austin, Texas	$21.2M	-$6.94M	2	0.14%	Reduced
156	CIBC World Markets New York	$21.1M	+$5.28M	1	0.21%	Increased
157	ALPS Advisors Denver, Colorado	$20.8M	-$4.4M	3	0.31%	Reduced
158	SAM Scopus Asset Management New York	$20.8M	-$15.9M	1	0.4%	Reduced
159	HighTower Advisors Chicago, Illinois	$20.6M	-$303K	2	0.1%	Reduced
160	Whittier Trust South Pasadena, California	$20.5M	+$157K	4	0.49%	Increased
161	River Road Asset Management Louisville, Kentucky	$20.5M	-$14.1M	1	0.34%	Reduced
162	Balyasny Asset Management Chicago, Illinois	$20.4M	+$18.8M	1	0.15%	Increased
163	ACI AMP Capital Investors Sydney, Australia	$20.3M	-$2.23M	1	0.12%	Reduced
164	LPL Financial San Diego, California	$20.1M	+$4.7M	3	0.03%	Increased
165	QS Investors New York	$19.9M	-$2.53M	2	0.27%	Reduced
166	HSBC Holdings London, United Kingdom	$19.6M	+$5.6M	3	0.03%	Increased
167	Homestead Advisers Arlington, Virginia	$19.6M	-$2.13M	1	0.54%	Reduced
168	Ancora Advisors Cleveland, Ohio	$19.5M	+$316K	1	0.77%	Increased
169	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$19.4M	-$198K	1	2.04%	Reduced
170	Comerica Bank Dallas, Texas	$19.3M	-$445K	5	0.14%	Reduced
171	Schroder Investment Management Group London, United Kingdom	$19.3M	+$478K	2	0.03%	Increased
172	Manning & Napier Group Fairport, New York	$19M	+$89.2K	1	0.19%	Increased
173	SC Sasco Capital Fairfield, Connecticut	$18.7M	+$707K	1	3.21%	Increased
174	Alpha Cubed Investments Irvine, California	$18.6M	-$408K	1	1.78%	Reduced
175	ICOM Investment Counselors of Maryland Baltimore, Maryland	$18.5M	+$18M	1	0.83%	New