← 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	FP Foundry Partners Minneapolis, Minnesota	$15.1M	-$6.24M	1	0.6%	Reduced
177	HSBC Holdings London, United Kingdom	$15.1M	-$3.9M	1	0.02%	Reduced
178	Whittier Trust South Pasadena, California	$15M	+$625K	2	0.55%	Increased
179	GAI General American Investors New York	$14.5M	$0	1	1.38%	Maintained
180	Hancock Whitney Gulfport, Mississippi	$14.1M	-$297K	1	0.6%	Reduced
181	AHL Partners London, United Kingdom	$14.1M	+$8.08M	1	0.25%	Increased
182	HA Heartland Advisors Milwaukee, Wisconsin	$14.1M	+$2.44M	2	0.91%	Increased
183	Associated Banc-Corp Green Bay, Wisconsin	$14.1M	+$434K	1	0.78%	Increased
184	Foresters Investment Management New York	$13.7M	+$372K	2	0.22%	Increased
185	Axa Paris, France	$13.7M	+$2.06M	1	0.06%	Increased
186	TIP Torray Investment Partners Bethesda, Maryland	$13.7M	+$340K	1	1.35%	Increased
187	Alpha Cubed Investments Irvine, California	$13.5M	+$785K	1	2.03%	Increased
188	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$13.4M	-$377K	1	0.02%	Reduced
189	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$13.2M	+$1.94M	1	2.43%	Increased
190	Meyer Handelman Company Rye Brook, New York	$13.2M	-$491K	1	0.6%	Reduced
191	BCM Beddow Capital Management Jackson, Wyoming	$13.1M	-$1.22M	2	5.35%	Reduced
192	VOYA Investment Management Atlanta, Georgia	$13.1M	-$935K	2	0.03%	Reduced
193	SC Shellback Capital Boston, Massachusetts	$13.1M	+$12.8M	1	1.18%	New
194	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$13M	+$1.32M	3	0.04%	Increased
195	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$13M	+$160K	1	0.55%	Increased
196	Suntrust Banks Atlanta, Georgia	$12.9M	+$747K	1	0.08%	Increased
197	State of Tennessee, Department of Treasury Nashville, Tennessee	$12.9M	-$12.3M	3	0.07%	Reduced
198	Copeland Capital Management Conshohocken, Pennsylvania	$12.9M	+$219K	1	0.87%	Increased
199	SEI Investments Oaks, Pennsylvania	$12.8M	-$3.24M	4	0.05%	Reduced
200	SCM SKBA Capital Management San Francisco, California	$12.8M	+$3.01M	1	1.84%	Increased