← 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	TD Asset Management Toronto, Ontario, Canada	$17.4M	-$1.83M	1	0.03%	Reduced
177	SCM Sandler Capital Management New York	$17.4M	+$17.1M	1	0.61%	New
178	SEI Trust Company Oaks, Pennsylvania	$17.3M	-$5.35M	1	0.17%	Reduced
179	AIM Avity Investment Management Greenwich, Connecticut	$17.2M	+$1.15M	1	3.22%	Increased
180	LCP Lombardia Capital Partners Pasadena, California	$17.1M	+$637K	1	0.47%	Increased
181	TPSF Texas Permanent School Fund Austin, Texas	$17M	-$876K	3	0.17%	Reduced
182	BNP Paribas Financial Markets Paris, France	$16.9M	-$6.69M	4	0.01%	Reduced
183	CF Cypress Funds Los Angeles, California	$16.3M	$0	1	3.94%	Maintained
184	MAA Matrix Asset Advisors White Plains, New York	$16.1M	+$10.5M	1	1.93%	Increased
185	Baird Milwaukee, Wisconsin	$15.8M	-$1.21M	3	0.23%	Reduced
186	Lord, Abbett & Co Jersey City, New Jersey	$15.8M	-$23.9M	3	0.04%	Reduced
187	SM Stratton Management King Of Prussia, Pennsylvania	$15.7M	+$488K	1	0.72%	Increased
188	GD Grandfield & Dodd New York	$15.7M	+$296K	1	2.46%	Increased
189	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$15.7M	-$732K	3	0.1%	Reduced
190	Donaldson Capital Management Evansville, Indiana	$15.6M	+$12.5M	1	2.82%	Increased
191	First Trust Advisors Wheaton, Illinois	$15.5M	+$1.35M	5	0.07%	Increased
192	Arizona State Retirement System Phoenix, Arizona	$15.4M	-$906K	3	0.2%	Reduced
193	Adams Diversified Equity Fund Baltimore, Maryland	$15.4M	$0	1	1.09%	Maintained
194	Braun Stacey Associates New York	$15.2M	+$207K	1	0.89%	Increased
195	WIC Willis Investment Counsel Gainesville, Georgia	$15.1M	-$107K	1	1.53%	Reduced
196	DCCA D.C. Capital Advisors New York	$15M	-$14.7M	1	5.94%	Reduced
197	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$14.9M	+$10.7M	1	3.16%	Increased
198	WC Walthausen & Co Malta, New York	$14.9M	-$1.92M	1	1.19%	Reduced
199	State of Michigan Retirement System Lansing, Michigan	$14.6M	+$81.1K	1	0.11%	Increased
200	Eastern Bank Boston, Massachusetts	$14.3M	+$1.95M	1	1.2%	Increased