← 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	JLBC J.L. Bainbridge & Co Sarasota, Florida	$21.9M	+$21.8M	1	3.35%	Increased
177	Walleye Capital New York	$21.7M	+$18.2M	1	0.41%	Increased
178	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$21.5M	-$712K	1	0.09%	Reduced
179	Royce & Associates New York	$21.3M	+$3.72M	4	0.24%	Increased
180	SC Sasco Capital Fairfield, Connecticut	$21.1M	$0	1	3.15%	Maintained
181	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$21M	-$5.08M	1	1.01%	Reduced
182	SW SVB Wealth Boston, Massachusetts	$20.9M	+$21M	1	0.31%	Increased
183	Commonwealth Equity Services Waltham, Massachusetts	$20.7M	-$7.42K	3	0.05%	Reduced
184	Allspring Global Investments Charlotte, North Carolina	$20.7M	-$1.26K	4	0.04%	Reduced
185	DAM Delta Asset Management Memphis, Tennessee	$20.7M	-$120K	1	2.51%	Reduced
186	EIP Easterly Investment Partners Beverly, Massachusetts	$20.7M	+$3.48M	2	1.98%	Increased
187	Mackenzie Financial Toronto Ontario, Ontario, Canada	$20.6M	-$22.2M	1	0.04%	Reduced
188	Meyer Handelman Company Rye Brook, New York	$20.1M	$0	1	0.93%	Maintained
189	Eastern Bank Boston, Massachusetts	$20M	-$109K	1	1.14%	Reduced
190	Advisors Capital Management Ridgewood, New Jersey	$20M	+$1.18M	1	0.53%	Increased
191	RHBC R.H. Bluestein & Co Birmingham, Michigan	$19.8M	+$29.3K	2	1.23%	Increased
192	Thrivent Financial for Lutherans Minneapolis, Minnesota	$19.8M	-$1.8M	3	0.05%	Reduced
193	Fjarde Ap-fonden Stockholm, Sweden	$19.8M	$0	1	0.25%	Maintained
194	STRS Ohio Columbus, Ohio	$19.8M	-$1.05M	2	0.09%	Reduced
195	TCW Group Los Angeles, California	$19.7M	+$12.2M	2	0.29%	Increased
196	Anchor Capital Advisors Boston, Massachusetts	$19.6M	-$1.02M	1	0.54%	Reduced
197	GAI General American Investors New York	$19.5M	$0	1	2.03%	Maintained
198	State of Tennessee, Department of Treasury Nashville, Tennessee	$19.4M	+$383K	4	0.09%	Increased
199	NIM Northeast Investment Management Boston, Massachusetts	$19M	-$27.8K	1	1.28%	Reduced
200	Aviva London, United Kingdom	$18.8M	-$4.43M	1	0.11%	Reduced