← 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	AIG American International Group New York	$12.2M	+$585K	5	0.05%	Increased
202	VDBMI Van Den Berg Management I Austin, Texas	$12.2M	+$524K	1	0.95%	Increased
203	Millennium Management New York	$12.1M	-$20.1M	4	0.03%	Reduced
204	SM Stratton Management King Of Prussia, Pennsylvania	$12.1M	-$1.13M	1	0.54%	Reduced
205	GD Grandfield & Dodd New York	$12M	-$723K	1	1.89%	Reduced
206	Meyer Handelman Company Rye Brook, New York	$12M	+$28.4K	1	0.56%	Increased
207	GAI General American Investors New York	$11.7M	+$4.83M	1	0.93%	Increased
208	Susquehanna International Group Bala Cynwyd, Pennsylvania	$11.6M	+$7.55M	4	0%	Increased
209	WI WBI Investments Red Bank, New Jersey	$11.4M	+$11.6M	1	0.34%	New
210	Whittier Trust South Pasadena, California	$11.3M	+$482K	2	0.55%	Increased
211	Fifth Third Bancorp Cincinnati, Ohio	$11.2M	-$140K	3	0.1%	Reduced
212	CAM Capstone Asset Management Houston, Texas	$11M	+$140K	4	0.37%	Increased
213	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$11M	+$1.15M	1	0.34%	Increased
214	Kennedy Capital Management St Louis, Missouri	$10.9M	+$6.4M	1	0.21%	Increased
215	Winton Group London, United Kingdom	$10.8M	-$5.08M	1	0.08%	Reduced
216	Boston Trust Walden Boston, Massachusetts	$10.7M	+$55.7K	2	0.17%	Increased
217	Aberdeen Asset Management Aberdeen, United Kingdom	$10.7M	-$22.1M	1	0.02%	Reduced
218	Associated Banc-Corp Green Bay, Wisconsin	$10.6M	+$138K	1	0.7%	Increased
219	Baird Milwaukee, Wisconsin	$10.6M	+$541K	2	0.15%	Increased
220	Renaissance Technologies New York	$10.6M	-$8.81M	3	0.03%	Reduced
221	TIP Torray Investment Partners Bethesda, Maryland	$10.6M	$0	1	0.96%	Maintained
222	TSU TD Securities (USA) New York	$10.5M	-$12.8K	1	0.17%	Reduced
223	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$10.4M	+$2.68M	1	2.67%	Increased
224	Guardian Capital (Canada) Toronto, Ontario, Canada	$10.4M	+$206K	1	0.16%	Increased
225	Bank of Montreal Toronto, Ontario, Canada	$10.3M	+$766K	4	0.01%	Increased