← 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	TU TDAM USA Toronto, Ontario, Canada	$16.4M	-$189K	2	0.94%	Reduced
177	Putnam Investments Boston, Massachusetts	$16.4M	+$15.5M	1	0.04%	Increased
178	Citadel Advisors Miami, Florida	$16.2M	-$4.58M	4	0.01%	Reduced
179	BB&T Securities Richmond, Virginia	$16.1M	+$42.4K	1	0.21%	Increased
180	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16M	-$11.3K	1	1.69%	Reduced
181	Alpha Cubed Investments Irvine, California	$15.9M	+$2M	1	2.08%	Increased
182	DA Denali Advisors San Diego, California	$15.8M	+$8.13M	1	2.45%	Increased
183	Copeland Capital Management Conshohocken, Pennsylvania	$15.3M	+$3.02M	1	0.97%	Increased
184	Eastern Bank Boston, Massachusetts	$15.3M	+$11.3M	1	1.02%	Increased
185	AHL Partners London, United Kingdom	$15.1M	+$610K	1	0.24%	Increased
186	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$15.1M	+$1.68M	3	0.04%	Increased
187	Whittier Trust South Pasadena, California	$14.7M	-$754K	2	0.51%	Reduced
188	PIA Piedmont Investment Advisors Durham, North Carolina	$14.5M	-$1M	2	0.29%	Reduced
189	Associated Banc-Corp Green Bay, Wisconsin	$14.5M	+$31.1K	1	0.78%	Increased
190	Korea Investment Corp Seoul, South Korea	$14.2M	+$1.22M	1	0.06%	Increased
191	Hancock Whitney Gulfport, Mississippi	$14.2M	-$368K	1	0.59%	Reduced
192	Foresters Investment Management New York	$13.9M	+$335K	2	0.22%	Increased
193	SCM SKBA Capital Management San Francisco, California	$13.7M	+$536K	1	1.91%	Increased
194	TIP Torray Investment Partners Bethesda, Maryland	$13.6M	-$418K	1	1.35%	Reduced
195	LNB Ledyard National Bank	$13.6M	+$3.74M	2	1.65%	Increased
196	Arizona State Retirement System Phoenix, Arizona	$13.5M	+$2.1M	3	0.13%	Increased
197	South Dakota Investment Council Sioux Falls, South Dakota	$13.3M	-$2.43M	2	0.29%	Reduced
198	HighTower Advisors Chicago, Illinois	$13.2M	+$1.5M	3	0.11%	Increased
199	QS Investors New York	$13.1M	+$1.7M	3	0.12%	Increased
200	Meyer Handelman Company Rye Brook, New York	$13.1M	-$412K	1	0.63%	Reduced