← 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	GD Grandfield & Dodd New York	$28.2M	+$329K	2	2.06%	Increased
177	OP Oslo Pensjonsforsikring Oslo,	$27.7M	-$5.54M	1	5.77%	Reduced
178	UMB Bank Kansas City, Missouri	$27.5M	-$49.2K	4	0.43%	Reduced
179	Voloridge Investment Management Jupiter, Florida	$27.2M	+$17.6M	3	0.15%	Increased
180	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$26.9M	-$18.7K	1	0.1%	Reduced
181	CP Cumberland Partners Toronto, Ontario, Canada	$26.5M	+$22.4M	1	2.79%	Increased
182	JLBC J.L. Bainbridge & Co Sarasota, Florida	$25.8M	+$37.9K	1	4%	Increased
183	Commonwealth Equity Services Waltham, Massachusetts	$25.8M	+$1.28M	3	0.06%	Increased
184	Aviva London, United Kingdom	$25.3M	+$3.11M	1	0.12%	Increased
185	Susquehanna International Group Bala Cynwyd, Pennsylvania	$24.6M	+$15.3M	5	0.01%	Increased
186	DAM Delta Asset Management Memphis, Tennessee	$24.4M	+$52.7K	1	2.66%	Increased
187	TCW Group Los Angeles, California	$24.2M	+$616K	2	0.35%	Increased
188	Meyer Handelman Company Rye Brook, New York	$23.8M	+$169K	1	1%	Increased
189	Mercer Global Advisors Denver, Colorado	$23.7M	+$2.68M	2	0.12%	Increased
190	SC Sasco Capital Fairfield, Connecticut	$23.6M	-$2M	1	3.01%	Reduced
191	Eastern Bank Boston, Massachusetts	$23.5M	-$30.2K	1	1.25%	Reduced
192	STRS Ohio Columbus, Ohio	$23.2M	-$140K	2	0.1%	Reduced
193	KBC Group Brussels, Belgium	$23.2M	-$12.8M	5	0.11%	Reduced
194	Jupiter Asset Management London, United Kingdom	$22.8M	-$4.11M	1	0.33%	Reduced
195	NIM Northeast Investment Management Boston, Massachusetts	$22.8M	+$301K	1	1.45%	Increased
196	GIP Granite Investment Partners El Segundo, California	$22.8M	+$19.1M	1	0.95%	Increased
197	Exencial Wealth Advisors Oklahoma City, Oklahoma	$22.4M	+$7.44M	1	1.2%	Increased
198	Royal London Asset Management United Kingdom	$22.3M	+$269K	1	0.1%	Increased
199	State of Tennessee, Department of Treasury Nashville, Tennessee	$22.3M	-$726K	4	0.1%	Reduced
200	Ferguson Wellman Capital Management Portland, Oregon	$22.2M	+$20.3M	1	0.58%	Increased