← 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	SM Seminole Management New York	$14.4M	-$8.86M	1	2.47%	Reduced
177	RCM Rutabaga Capital Management Boston, Massachusetts	$14.4M	-$5.88M	1	2.71%	Reduced
178	Comerica Bank Dallas, Texas	$14.3M	+$821K	4	0.12%	Increased
179	Panagora Asset Management Boston, Massachusetts	$14.1M	+$3.41M	3	0.07%	Increased
180	State of Tennessee, Department of Treasury Nashville, Tennessee	$14.1M	+$6.07M	3	0.07%	Increased
181	CIM Calvert Investment Management Bethesda, Maryland	$14.1M	+$2.64M	2	0.52%	Increased
182	HSBC Holdings London, United Kingdom	$14.1M	-$252K	1	0.04%	Reduced
183	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$13.8M	+$152K	1	1.73%	Increased
184	GD Grandfield & Dodd New York	$13.7M	+$55.2K	1	1.8%	Increased
185	FP Foundry Partners Minneapolis, Minnesota	$13.4M	+$2.98M	1	0.7%	Increased
186	BCM Barometer Capital Management Toronto, Ontario, Canada	$13.4M	+$13.1M	1	1.49%	New
187	United Capital Financial Advisors Irving, Texas	$13.1M	+$9.83M	2	0.13%	Increased
188	SCM SKBA Capital Management San Francisco, California	$13.1M	-$8.11M	1	1.46%	Reduced
189	JIR James Investment Research Alpha, Ohio	$13M	+$12.8M	1	0.34%	New
190	Viking Global Investors Stamford, Connecticut	$12.9M	+$12.7M	1	0.06%	New
191	State of New Jersey Common Pension Fund D Trenton, New Jersey	$12.8M	$0	1	0.06%	Maintained
192	CCMH Cornerstone Capital Management Holdings New York	$12.8M	+$1.64M	2	0.1%	Increased
193	D.E. Shaw & Co New York	$12.7M	+$3.22M	3	0.02%	Increased
194	Suntrust Banks Atlanta, Georgia	$12.6M	+$1.09M	2	0.08%	Increased
195	Whittier Trust South Pasadena, California	$12.5M	-$44.1K	2	0.54%	Reduced
196	Capital International Sarl Los Angeles, California	$12.4M	-$1.14M	1	1.05%	Reduced
197	GAI General American Investors New York	$12.4M	-$1.94M	1	1.27%	Reduced
198	Asset Management One Tokyo, Japan	$12.2M	+$703K	1	0.18%	Increased
199	CG Clinton Group New York	$12.1M	-$843K	1	0.57%	Reduced
200	M&T Bank Buffalo, New York	$12.1M	+$187K	2	0.08%	Increased