← 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	CAM Capstone Asset Management Houston, Texas	$14.3M	+$626K	4	0.41%	Increased
177	William Blair Investment Management Chicago, Illinois	$14.1M	-$148K	1	0.06%	Reduced
178	Klingenstein Fields & Co New York	$13.9M	-$1.53M	1	0.7%	Reduced
179	GAI General American Investors New York	$13.7M	$0	1	1.42%	Maintained
180	SCP Sandhill Capital Partners Buffalo, New York	$13.7M	+$11.7M	2	4.49%	Increased
181	Commerce Bank Kansas City, Missouri	$13.3M	+$8.04M	2	0.22%	Increased
182	Anchor Capital Advisors Boston, Massachusetts	$13.2M	-$2.76M	1	0.32%	Reduced
183	Janney Montgomery Scott Philadelphia, Pennsylvania	$13M	+$23.9K	1	0.34%	Increased
184	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$13M	+$1.15M	1	0.4%	Increased
185	Copeland Capital Management Conshohocken, Pennsylvania	$12.7M	+$1.83M	1	0.87%	Increased
186	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$12.7M	+$249K	1	0.62%	Increased
187	Comerica Bank Dallas, Texas	$12.7M	+$63.3K	4	0.11%	Increased
188	WIM Wilen Investment Management Bonita Springs, Florida	$12.6M	-$76.2K	2	8.76%	Reduced
189	VOYA Investment Management Atlanta, Georgia	$12.3M	-$509K	3	0.03%	Reduced
190	Asset Management One Tokyo, Japan	$12.2M	+$2.41M	1	0.18%	Increased
191	State of New Jersey Common Pension Fund D Trenton, New Jersey	$12.2M	$0	1	0.06%	Maintained
192	JCM Jag Capital Management St Louis, Missouri	$12M	+$10.6M	1	2.46%	New
193	PP Prospector Partners Guilford, Connecticut	$12M	-$149K	2	2.07%	Reduced
194	Meyer Handelman Company Rye Brook, New York	$11.8M	-$105K	1	0.55%	Reduced
195	M&T Bank Buffalo, New York	$11.7M	+$440K	2	0.08%	Increased
196	GD Grandfield & Dodd New York	$11.4M	+$440K	1	1.65%	Increased
197	Arizona State Retirement System Phoenix, Arizona	$11.4M	-$179K	2	0.15%	Reduced
198	Envestnet Asset Management Chicago, Illinois	$11.3M	-$2.01M	3	0.05%	Reduced
199	Whittier Trust South Pasadena, California	$11.1M	-$65.6K	2	0.49%	Reduced
200	Tudor Investment Corp Stamford, Connecticut	$11.1M	-$2.44M	2	0.28%	Reduced