← 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	$14.5M	-$66.8K	1	0.67%	Reduced
202	Braun Stacey Associates New York	$14.3M	-$1.25M	1	0.85%	Reduced
203	AIG American International Group New York	$14.2M	+$77.4K	5	0.06%	Increased
204	Fifth Third Bancorp Cincinnati, Ohio	$13.8M	+$1.21M	2	0.12%	Increased
205	F.L. Putnam Investment Management Lynnfield, Massachusetts	$13.7M	-$555K	1	1.58%	Reduced
206	DSI Daiwa SB Investments Tokyo, Japan	$13.6M	+$25.2K	1	1.72%	Increased
207	AAP Ardsley Advisory Partners Stamford, Connecticut	$13.5M	+$11.9M	1	1.72%	Increased
208	Hermes Investment Management London Uk, United Kingdom	$13.4M	+$11.2M	1	0.37%	Increased
209	Gotham Asset Management New York	$13.4M	+$4.23M	2	0.17%	Increased
210	Whittier Trust South Pasadena, California	$13.2M	+$379K	2	0.65%	Increased
211	GD Grandfield & Dodd New York	$13.1M	-$972K	1	1.97%	Reduced
212	TIP Torray Investment Partners Bethesda, Maryland	$12.9M	$0	1	1.31%	Maintained
213	TSU TD Securities (USA) New York	$12.9M	+$792K	1	0.21%	Increased
214	KBC Group Brussels, Belgium	$12.8M	+$156K	1	0.15%	Increased
215	Associated Banc-Corp Green Bay, Wisconsin	$12.8M	-$155K	1	0.83%	Reduced
216	CRCP Copper Rock Capital Partners Boston, Massachusetts	$12.6M	-$2.41M	1	2.01%	Reduced
217	WesBanco Bank Wheeling, West Virginia	$12.5M	-$46.8K	1	0.7%	Reduced
218	Guardian Capital (Canada) Toronto, Ontario, Canada	$12.4M	-$1.19M	1	0.18%	Reduced
219	Anchor Capital Advisors Boston, Massachusetts	$12.2M	-$413K	1	0.23%	Reduced
220	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$12.1M	+$1.26M	1	0.35%	Increased
221	BOK Financial Tulsa, Oklahoma	$12.1M	+$2.27M	2	0.39%	Increased
222	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.9M	+$185K	2	0.26%	Increased
223	Baird Milwaukee, Wisconsin	$11.9M	-$3.76M	3	0.17%	Reduced
224	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$11.7M	-$52K	1	1.71%	Reduced
225	MSA Mason Street Advisors Milwaukee, Wisconsin	$11.7M	+$237K	3	0.09%	Increased