← 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	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$12.4M	+$3.03M	1	1.65%	Increased
177	Anchor Capital Advisors Boston, Massachusetts	$12.4M	-$299K	1	0.31%	Reduced
178	Citigroup New York	$12.1M	+$3.84M	5	0.01%	Increased
179	GD Grandfield & Dodd New York	$12M	+$378K	1	1.68%	Increased
180	CG Clinton Group New York	$11.8M	+$11.9M	2	0.52%	Increased
181	State of New Jersey Common Pension Fund D Trenton, New Jersey	$11.6M	$0	1	0.05%	Maintained
182	VOYA Investment Management Atlanta, Georgia	$11.6M	-$365K	3	0.03%	Reduced
183	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$11.6M	+$4.03M	1	0.08%	Increased
184	Whittier Trust South Pasadena, California	$11.4M	+$777K	2	0.5%	Increased
185	Envestnet Asset Management Chicago, Illinois	$11.2M	+$120K	2	0.04%	Increased
186	ZA Zweig Advisers Hartford, Connecticut	$11.2M	+$10.9M	1	1.92%	New
187	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$11.2M	-$4.63M	1	0.18%	Reduced
188	BNP Paribas Financial Markets Paris, France	$11.1M	-$10.6M	4	0.05%	Reduced
189	Meyer Handelman Company Rye Brook, New York	$11M	-$270K	1	0.49%	Reduced
190	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$10.9M	-$1.61M	1	0.33%	Reduced
191	VDBMI Van Den Berg Management I Austin, Texas	$10.8M	-$189K	1	1.39%	Reduced
192	M&T Bank Buffalo, New York	$10.8M	-$533K	2	0.07%	Reduced
193	Churchill Management Los Angeles, California	$10.7M	+$1.8M	1	0.7%	Increased
194	Associated Banc-Corp Green Bay, Wisconsin	$10.6M	+$226K	1	0.68%	Increased
195	AIC AWM Investment Company New York	$10.5M	-$1.22M	1	2.25%	Reduced
196	Suntrust Banks Atlanta, Georgia	$10.5M	+$757K	2	0.06%	Increased
197	Asset Management One Tokyo, Japan	$10.4M	-$1.03M	1	0.16%	Reduced
198	TIP Torray Investment Partners Bethesda, Maryland	$10.3M	+$13.8K	1	0.78%	Increased
199	CIM Calvert Investment Management Bethesda, Maryland	$10.3M	+$1.77M	1	0.41%	Increased
200	CCMH Cornerstone Capital Management Holdings New York	$10.2M	+$75.3K	2	0.08%	Increased