← 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
201	Aperio Group Sausalito, California	$13.2M	+$13.1M	2	0.31%	New
202	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$12.9M	+$12.4M	3	0.1%	New
203	TIP Torray Investment Partners Bethesda, Maryland	$12.8M	+$12.3M	1	2.79%	New
204	Fifth Third Bancorp Cincinnati, Ohio	$12.8M	+$12.3M	2	0.14%	New
205	Cullen/Frost Bankers San Antonio, Texas	$12.8M	+$12.2M	1	0.67%	New
206	F.L. Putnam Investment Management Lynnfield, Massachusetts	$12.7M	+$12.2M	1	1.82%	New
207	State of Michigan Retirement System Lansing, Michigan	$12.6M	+$12.1M	1	0.12%	New
208	Braun Stacey Associates New York	$12.6M	+$12M	1	0.79%	New
209	GD Grandfield & Dodd New York	$12.4M	+$12.7M	1	2.36%	New
210	Meyer Handelman Company Rye Brook, New York	$12.4M	+$11.9M	1	0.68%	New
211	Susquehanna International Group Bala Cynwyd, Pennsylvania	$12.4M	+$11.9M	2	0.01%	New
212	Trillium Asset Management Boston, Massachusetts	$12.4M	+$12.5M	2	1.53%	New
213	Williams Jones & Associates New York	$12.4M	+$11.8M	1	0.62%	New
214	CAM Capstone Asset Management Houston, Texas	$12.3M	+$12.3M	4	0.32%	New
215	AIG American International Group New York	$12.2M	+$11.8M	5	0.07%	New
216	Stifel Nicolaus & Co St Louis, Missouri	$12.2M	+$11.8M	2	0.22%	New
217	PP Palladium Partners Norfolk, Virginia	$12.1M	+$11.6M	1	1.28%	New
218	LCP Lombardia Capital Partners Pasadena, California	$12.1M	+$11.6M	1	0.41%	New
219	DIA Denver Investment Advisors Denver, Colorado	$12.1M	+$12.2M	2	0.28%	New
220	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$12M	+$11.5M	1	3.51%	New
221	Nisa Investment Advisors St. Louis, Missouri	$11.7M	+$11.2M	1	0.18%	New
222	WAM World Asset Management Detroit, Michigan	$11.6M	+$11.5M	2	0.27%	New
223	National Rural Electric Cooperative Association Arlington, Virginia	$11.6M	+$11.5M	1	0.28%	New
224	Regions Financial Corp Birmingham, Alabama	$11.6M	+$11.2M	2	0.16%	New
225	Bank of Montreal Toronto, Ontario, Canada	$11.5M	+$11.2M	5	0.02%	New