← 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	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$33.3M	-$1.76M	1	1.14%	Reduced
152	Asset Management One Tokyo, Japan	$33.3M	-$1.52M	1	0.13%	Reduced
153	SC Sasco Capital Fairfield, Connecticut	$32.7M	-$6.31M	1	3.99%	Reduced
154	ACM Argent Capital Management St Louis, Missouri	$32.7M	+$4K	1	1.03%	Increased
155	O'Shaughnessy Asset Management Stamford, Connecticut	$32.3M	+$3.08M	3	0.66%	Increased
156	Nomura Asset Management Tokyo, Japan	$32.2M	+$3.82M	1	0.18%	Increased
157	Advisors Capital Management Ridgewood, New Jersey	$32.1M	+$6.8M	1	0.98%	Increased
158	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$31.8M	-$47.6M	3	0.18%	Reduced
159	AIG American International Group New York	$31.5M	-$620K	5	0.17%	Reduced
160	Employees Retirement System of Texas Austin, Texas	$31.1M	-$1.88M	2	0.36%	Reduced
161	Gateway Investment Advisers Cincinnati, Ohio	$30.7M	-$38.5K	1	0.32%	Reduced
162	Nomura Holdings Tokyo, Japan	$30.6M	+$31.6M	1	0.08%	Increased
163	Zurich Cantonal Bank Zurich, Switzerland	$30.5M	-$820K	3	0.17%	Reduced
164	FCI Financial Counselors Inc Overland Park, Kansas	$30.4M	+$446K	1	0.65%	Increased
165	Davis Selected Advisers Tucson, Arizona	$29.9M	-$3.15M	1	0.14%	Reduced
166	GF Greenhouse Funds Baltimore, Maryland	$29.9M	+$6.85M	1	3.02%	Increased
167	Cullen/Frost Bankers San Antonio, Texas	$29.8M	-$34.4K	2	0.6%	Reduced
168	Anchor Capital Advisors Boston, Massachusetts	$29.4M	-$798K	1	0.61%	Reduced
169	BNP Paribas Financial Markets Paris, France	$28.9M	+$12.7M	6	0.04%	Increased
170	GD Grandfield & Dodd New York	$28.9M	+$88.1K	2	2.02%	Increased
171	Ancora Advisors Cleveland, Ohio	$28.8M	+$694K	2	0.74%	Increased
172	Primecap Management Pasadena, California	$28.7M	$0	1	0.02%	Maintained
173	BNP Paribas Asset Management Paris, France	$28.7M	+$1.93M	2	0.11%	Increased
174	Mitsubishi UFJ Asset Management Tokyo, Japan	$28.5M	+$2.86M	5	0.14%	Increased
175	Manning & Napier Group Fairport, New York	$28.3M	-$362K	1	0.24%	Reduced