← 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	BNP Paribas Financial Markets Paris, France	$18.5M	+$7.53M	5	0.03%	Increased
177	FCI Financial Counselors Inc Overland Park, Kansas	$18.3M	+$1.39M	1	0.54%	Increased
178	Treasurer of the State of North Carolina Raleigh, North Carolina	$18.1M	+$74.3K	2	0.14%	Increased
179	SEI Investments Oaks, Pennsylvania	$18.1M	-$3.33M	4	0.05%	Reduced
180	SIC Schwartz Investment Counsel Plymouth, Michigan	$18M	$0	1	0.91%	Maintained
181	Sessa Capital New York	$17.7M	+$18.7M	1	1.44%	New
182	AIC AWM Investment Company New York	$17.7M	$0	1	2.9%	Maintained
183	GGI Godsey & Gibb Inc Richmond, Virginia	$17.5M	-$269K	1	2.63%	Reduced
184	Axa Paris, France	$17.4M	-$25.9M	4	0.06%	Reduced
185	Aberdeen Group Edinburgh, United Kingdom	$17.3M	-$2.14M	1	0.05%	Reduced
186	Eagle Asset Management St Petersburg, Florida	$17.2M	+$16.3M	2	0.09%	Increased
187	TIP Torray Investment Partners Bethesda, Maryland	$17.1M	-$364K	1	3.13%	Reduced
188	Commonwealth Equity Services Waltham, Massachusetts	$17M	-$1.21M	3	0.06%	Reduced
189	Eastern Bank Boston, Massachusetts	$17M	+$67K	1	1.04%	Increased
190	Two Sigma Investments New York	$16.5M	+$15.2M	3	0.06%	Increased
191	DP DDD Partners Bellevue, Washington	$16.4M	+$1.04M	1	4.25%	Increased
192	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$15.8M	+$10.8M	4	0.47%	Increased
193	GAI General American Investors New York	$15.7M	$0	1	1.81%	Maintained
194	Primecap Management Pasadena, California	$15.7M	-$444K	1	0.01%	Reduced
195	DAM Delta Asset Management Memphis, Tennessee	$15.6M	-$30K	1	1.87%	Reduced
196	Osaic Holdings Scottsdale, Arizona	$15.4M	-$296K	6	0.05%	Reduced
197	M&T Bank Buffalo, New York	$15.4M	-$1.26M	3	0.08%	Reduced
198	Royal London Asset Management United Kingdom	$15.3M	-$599K	1	0.09%	Reduced
199	SC Shellback Capital Boston, Massachusetts	$15.3M	+$14.7M	1	1.18%	New
200	Achmea Investment Management Zeist, Netherlands	$15.2M	-$26.5M	1	0.64%	Reduced