← 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	Meyer Handelman Company Rye Brook, New York	$14.2M	+$147K	1	0.68%	Increased
202	F.L. Putnam Investment Management Lynnfield, Massachusetts	$13.9M	-$701K	1	1.66%	Reduced
203	Allstate Corporation Northbrook, Illinois	$13.8M	+$13.5M	1	0.44%	New
204	Causeway Capital Management Los Angeles, California	$13.8M	+$4.53M	1	0.62%	Increased
205	Oppenheimer & Co New York	$13.7M	+$3.36M	2	0.41%	Increased
206	AIG American International Group New York	$13.5M	+$13.5K	5	0.06%	Increased
207	Todd Asset Management Louisville, Kentucky	$13.5M	+$5.51M	1	0.39%	Increased
208	Credit Agricole Montrouge Cedex, France	$13.4M	-$213K	1	0.05%	Reduced
209	Guardian Capital (Canada) Toronto, Ontario, Canada	$13.3M	+$190K	1	0.21%	Increased
210	DSI Daiwa SB Investments Tokyo, Japan	$13.2M	-$2.94M	1	1.58%	Reduced
211	RCM Riverhead Capital Management Wilmington, Delaware	$13.2M	+$5.54M	2	0.29%	Increased
212	KCA KR Capital Advisors New York	$13.1M	-$9.55M	2	3.04%	Reduced
213	Zacks Investment Management Chicago, Illinois	$12.9M	+$648K	1	0.48%	Increased
214	CAM Capstone Asset Management Houston, Texas	$12.8M	-$303K	4	0.39%	Reduced
215	Carson Wealth (CWM LLC) Omaha, Nebraska	$12.7M	+$3.04M	1	1.73%	Increased
216	Associated Banc-Corp Green Bay, Wisconsin	$12.6M	+$705K	1	0.87%	Increased
217	TIP Torray Investment Partners Bethesda, Maryland	$12.5M	+$7.37K	1	2.13%	Increased
218	Whittier Trust South Pasadena, California	$12.5M	+$5.25M	2	0.64%	Increased
219	KBC Group Brussels, Belgium	$12.3M	+$49.9K	1	0.19%	Increased
220	Anchor Capital Advisors Boston, Massachusetts	$12.3M	-$75.1K	1	0.24%	Reduced
221	Fifth Third Bancorp Cincinnati, Ohio	$12.3M	-$196K	2	0.12%	Reduced
222	WesBanco Bank Wheeling, West Virginia	$12.2M	-$206K	1	0.69%	Reduced
223	TWI Thomas White International Chicago, Illinois	$12M	+$77K	2	1.7%	Increased
224	BCAM Boston Common Asset Management Boston, Massachusetts	$11.9M	-$295K	1	0.67%	Reduced
225	WIM Wilen Investment Management Bonita Springs, Florida	$11.9M	-$144K	2	6.93%	Reduced