← 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	Ancora Advisors Cleveland, Ohio	$19M	+$8.18M	3	0.82%	Increased
177	Bowen Hanes & Co Ponte Vedra Beach, Florida	$18.7M	+$2.34M	1	0.87%	Increased
178	Aviva London, United Kingdom	$18.6M	+$1.87M	2	0.11%	Increased
179	VOYA Investment Management Atlanta, Georgia	$18.3M	+$4.49M	3	0.04%	Increased
180	Anchor Capital Advisors Boston, Massachusetts	$18.1M	-$971K	1	0.67%	Reduced
181	Calamos Advisors Naperville, Illinois	$18.1M	+$511K	1	0.11%	Increased
182	Ferguson Wellman Capital Management Portland, Oregon	$17.4M	+$452K	1	0.61%	Increased
183	Cullen/Frost Bankers San Antonio, Texas	$17.4M	-$1.54M	2	0.54%	Reduced
184	Arizona State Retirement System Phoenix, Arizona	$17.3M	+$4.63M	4	0.17%	Increased
185	Pinnacle Associates New York	$17.3M	-$41.8K	2	0.36%	Reduced
186	Balyasny Asset Management Chicago, Illinois	$17.2M	-$44.9M	4	0.08%	Reduced
187	SCM Stevens Capital Management Radnor, Pennsylvania	$17.1M	+$6.63M	3	0.61%	Increased
188	AQR Arbitrage Greenwich, Connecticut	$16.9M	+$17.5M	1	0.21%	New
189	BB&T Securities Richmond, Virginia	$16.8M	+$1.68M	2	0.18%	Increased
190	Copeland Capital Management Conshohocken, Pennsylvania	$16.6M	+$1.22M	1	0.98%	Increased
191	ACI AMP Capital Investors Sydney, Australia	$16.4M	-$2.06M	1	0.09%	Reduced
192	Alpha Cubed Investments Irvine, California	$16.1M	+$1.31M	1	2.07%	Increased
193	United Capital Financial Advisors Irving, Texas	$16M	+$170K	2	0.12%	Increased
194	DA Denali Advisors San Diego, California	$15.8M	+$1.4M	1	2.38%	Increased
195	QS Investors New York	$15.7M	-$2.36M	4	0.16%	Reduced
196	Foresters Investment Management New York	$15.6M	+$622K	2	0.27%	Increased
197	BNP Paribas Financial Markets Paris, France	$15.5M	-$40.1M	6	0.03%	Reduced
198	LM Luminus Management Houston, Texas	$15.5M	-$167M	2	0.36%	Reduced
199	GD Grandfield & Dodd New York	$15.5M	+$278K	1	1.7%	Increased
200	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.4M	+$331K	1	1.57%	Increased