← 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	SCM Stevens Capital Management Radnor, Pennsylvania	$18.4M	+$12.4M	1	0.66%	Increased
177	Victory Capital Management San Antonio, Texas	$18.3M	+$11.4M	2	0.07%	Increased
178	WIC Willis Investment Counsel Gainesville, Georgia	$18.2M	+$56.3K	2	1.73%	Increased
179	AIG American International Group New York	$18.2M	-$287K	5	0.07%	Reduced
180	Adage Capital Partners Boston, Massachusetts	$18.1M	+$18.9M	1	0.05%	New
181	SAM Sentinel Asset Management Montpelier, Vermont	$17.7M	-$1.96M	1	0.4%	Reduced
182	Anchor Capital Advisors Boston, Massachusetts	$17.6M	-$36.8K	1	0.4%	Reduced
183	Envestnet Asset Management Chicago, Illinois	$17.1M	+$994K	2	0.08%	Increased
184	Bartlett & Co Cincinnati, Ohio	$16.9M	-$501K	2	0.85%	Reduced
185	HCCM Herring Creek Capital Management Stamford, Connecticut	$16.7M	-$8.69M	1	4.32%	Reduced
186	MC Martin Currie Edinburgh, United Kingdom	$16.6M	+$9.25M	1	1.59%	Increased
187	FMA Fiduciary Management Associates Chicago, Illinois	$16.6M	+$16.9M	1	0.97%	New
188	IP Interval Partners New York	$16.3M	+$6.13M	1	1.75%	Increased
189	CTI Community Trust & Investment Versailles, Kentucky	$16.2M	+$161K	1	2.12%	Increased
190	BNP Paribas Asset Management Paris, France	$16.1M	-$1.81M	1	0.13%	Reduced
191	TD Asset Management Toronto, Ontario, Canada	$15.9M	+$313K	2	0.03%	Increased
192	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$15.8M	+$3.44M	1	0.05%	Increased
193	PRCM Pine River Capital Management Minnetonka, Minnesota	$15.7M	+$1.86M	1	0.17%	Increased
194	TU TDAM USA Toronto, Ontario, Canada	$15.3M	-$1.01M	2	0.7%	Reduced
195	M&T Bank Buffalo, New York	$15.3M	-$4.72M	2	0.09%	Reduced
196	Jane Street New York	$14.8M	+$9.7M	2	0.1%	Increased
197	GAI General American Investors New York	$14.8M	$0	1	1.22%	Maintained
198	Zacks Investment Management Chicago, Illinois	$14.6M	-$225K	1	0.46%	Reduced
199	WIM Wilen Investment Management Bonita Springs, Florida	$14.2M	-$692K	2	9.55%	Reduced
200	CAM Capstone Asset Management Houston, Texas	$14.1M	+$243K	3	0.41%	Increased