← 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	Anchor Capital Advisors Boston, Massachusetts	$32.7M	-$1.31M	1	0.65%	Reduced
177	SIM Sadoff Investment Management Milwaukee, Wisconsin	$32.7M	+$99.8K	1	1.91%	Increased
178	Thrivent Financial for Lutherans Minneapolis, Minnesota	$32.4M	-$17.8M	4	0.06%	Reduced
179	Royce & Associates New York	$32.2M	-$6.48M	3	0.24%	Reduced
180	Osaic Holdings Scottsdale, Arizona	$31.8M	+$3.03M	6	0.06%	Increased
181	Eventide Asset Management Boston, Massachusetts	$31.6M	+$2.14M	1	0.4%	Increased
182	Treasurer of the State of North Carolina Raleigh, North Carolina	$31.5M	+$47.3K	2	0.17%	Increased
183	R.M. Davis Inc Portland, Maine	$31.2M	+$1.06M	1	0.7%	Increased
184	Manning & Napier Group Fairport, New York	$31.1M	-$1.67M	1	0.26%	Reduced
185	Guggenheim Capital Chicago, Illinois	$31M	+$2.13M	5	0.16%	Increased
186	SC Sasco Capital Fairfield, Connecticut	$30.7M	-$7.21M	1	3.53%	Reduced
187	Employees Retirement System of Texas Austin, Texas	$30.5M	-$5.28M	3	0.34%	Reduced
188	BNP Paribas Financial Markets Paris, France	$29.9M	-$3.45M	6	0.04%	Reduced
189	UMB Bank Kansas City, Missouri	$29.6M	+$28.4M	3	0.37%	New
190	Varma Mutual Pension Insurance Co Helsinki, Finland	$29.4M	$0	1	0.43%	Maintained
191	Eastern Bank Boston, Massachusetts	$28.3M	+$870K	1	1.24%	Increased
192	Aberdeen Group Edinburgh, United Kingdom	$27.8M	-$3M	1	0.06%	Reduced
193	Braun Stacey Associates New York	$27.5M	-$923K	1	1%	Reduced
194	NIM Northeast Investment Management Boston, Massachusetts	$27.3M	+$619K	1	1.33%	Increased
195	Commonwealth Equity Services Waltham, Massachusetts	$27.1M	-$692K	3	0.06%	Reduced
196	DAM Delta Asset Management Memphis, Tennessee	$27M	+$10.6K	2	2.38%	Increased
197	AJ Ashburton (Jersey) St Helier, Jersey	$26.9M	-$592K	1	11.25%	Reduced
198	Meag Munich Ergo Munich, Germany	$26.8M	+$25.8M	1	1.91%	New
199	MAI Capital Management Independence, Ohio	$26.8M	+$898K	1	0.43%	Increased
200	STRS Ohio Columbus, Ohio	$26.2M	-$496K	4	0.09%	Reduced