← 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	ACM Argent Capital Management St Louis, Missouri	$27.2M	-$511K	1	1.03%	Reduced
152	FCI Financial Counselors Inc Overland Park, Kansas	$27M	+$1.43M	1	0.63%	Increased
153	Eventide Asset Management Boston, Massachusetts	$26.9M	-$798K	1	0.58%	Reduced
154	Osaic Holdings Scottsdale, Arizona	$26.6M	+$1.78M	6	0.06%	Increased
155	Crawford Investment Counsel Atlanta, Georgia	$26.4M	-$924K	3	0.58%	Reduced
156	AIG American International Group New York	$26M	-$920K	4	0.18%	Reduced
157	Squarepoint New York	$25.9M	+$16.5M	4	0.14%	Increased
158	Gateway Investment Advisers Cincinnati, Ohio	$25.8M	+$41K	1	0.29%	Increased
159	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$25.6M	-$484K	1	1.17%	Reduced
160	Man Group London, United Kingdom	$25.6M	-$11.5M	0	–	Closed
161	R.M. Davis Inc Portland, Maine	$25.2M	+$1.04M	1	0.7%	Increased
162	Davis Selected Advisers Tucson, Arizona	$24.5M	-$154K	1	0.16%	Reduced
163	Federated Hermes Pittsburgh, Pennsylvania	$24.5M	+$396K	4	0.07%	Increased
164	Cullen/Frost Bankers San Antonio, Texas	$24M	-$330K	2	0.54%	Reduced
165	GD Grandfield & Dodd New York	$23.9M	+$239K	2	1.88%	Increased
166	Ancora Advisors Cleveland, Ohio	$23.7M	+$187K	1	0.67%	Increased
167	Treasurer of the State of North Carolina Raleigh, North Carolina	$23.7M	+$416K	2	0.15%	Increased
168	SIM Sadoff Investment Management Milwaukee, Wisconsin	$23.7M	-$76K	1	1.78%	Reduced
169	INTECH Investment Management West Palm Beach, Florida	$23.3M	+$25.9M	1	0.13%	New
170	Asset Management One Tokyo, Japan	$23.3M	-$267K	1	0.11%	Reduced
171	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$23M	-$10.8M	1	0.09%	Reduced
172	UMB Bank Kansas City, Missouri	$22.2M	+$356K	3	0.35%	Increased
173	Thrivent Financial for Lutherans Minneapolis, Minnesota	$21.8M	-$4.68M	4	0.06%	Reduced
174	Aviva London, United Kingdom	$21.8M	+$5.87M	1	0.12%	Increased
175	Nomura Asset Management Tokyo, Japan	$21.5M	+$860K	2	0.13%	Increased