← 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
176	DSI Daiwa SB Investments Tokyo, Japan	$16.2M	+$15.5M	1	2.74%	New
177	SG Americas Securities New York	$15.7M	+$15.2M	2	0.08%	New
178	Winton Capital Management London, United Kingdom	$15.7M	+$15M	1	0.19%	New
179	Ferguson Wellman Capital Management Portland, Oregon	$15.5M	+$14.9M	1	1.2%	New
180	TCW Group Los Angeles, California	$15.3M	+$14.6M	1	0.08%	New
181	FIG Fortress Investment Group New York	$15.2M	+$14.5M	1	0.38%	New
182	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$15.1M	+$14.5M	1	0.11%	New
183	William Blair & Company Chicago, Illinois	$15M	+$14.8M	2	0.03%	New
184	I.G. Investment Management Winnipeg, Manitoba, Canada	$15M	+$14.4M	1	0.06%	New
185	Arizona State Retirement System Phoenix, Arizona	$14.8M	+$14.2M	3	0.2%	New
186	IRF IBM Retirement Fund Armonk, New York	$14.8M	+$14.1M	1	0.18%	New
187	Aviva London, United Kingdom	$14.6M	+$14M	1	0.15%	New
188	Baird Milwaukee, Wisconsin	$14.6M	+$14.2M	3	0.29%	New
189	Douglas C. Lane & Associates New York	$14.3M	+$13.7M	1	0.56%	New
190	Placemark Investments Chicago, Illinois	$14.1M	+$13.7M	2	0.3%	New
191	1919 Investment Counsel Baltimore, Maryland	$13.7M	+$14M	2	0.32%	New
192	WIM Wilen Investment Management Bonita Springs, Florida	$13.7M	+$13.7M	2	10.08%	New
193	BNP Paribas Financial Markets Paris, France	$13.7M	+$14M	3	0.01%	New
194	Asset Management One Tokyo, Japan	$13.5M	+$13.1M	1	0.22%	New
195	Adams Diversified Equity Fund Baltimore, Maryland	$13.5M	+$12.9M	1	1.07%	New
196	Suntrust Banks Atlanta, Georgia	$13.5M	+$13M	3	0.06%	New
197	Kennedy Capital Management St Louis, Missouri	$13.2M	+$12.8M	1	0.27%	New
198	SEI Trust Company Oaks, Pennsylvania	$13.2M	+$12.6M	2	0.16%	New
199	Driehaus Capital Management Chicago, Illinois	$13.2M	+$12.6M	2	0.58%	New
200	SM Stratton Management King Of Prussia, Pennsylvania	$13.2M	+$12.6M	1	0.76%	New