← 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	Wasatch Advisors Salt Lake City, Utah	$13.6M	-$959K	2	0.14%	Reduced
202	AIG American International Group New York	$13.5M	+$377K	5	0.06%	Increased
203	CAM Capstone Asset Management Houston, Texas	$13.4M	+$2.74M	4	0.39%	Increased
204	AQR Capital Management Greenwich, Connecticut	$13.3M	+$5.17M	2	0.03%	Increased
205	Regions Financial Corp Birmingham, Alabama	$13.1M	-$14.8M	2	0.17%	Reduced
206	Meyer Handelman Company Rye Brook, New York	$13M	+$152K	1	0.58%	Increased
207	GAI General American Investors New York	$12.5M	$0	1	1%	Maintained
208	Citigroup New York	$12.3M	-$8.97M	5	0.01%	Reduced
209	TSU TD Securities (USA) New York	$12.2M	+$907K	1	0.18%	Increased
210	Whittier Trust South Pasadena, California	$12.2M	+$172K	2	0.58%	Increased
211	Bank of Montreal Toronto, Ontario, Canada	$12M	+$983K	4	0.01%	Increased
212	Associated Banc-Corp Green Bay, Wisconsin	$11.7M	+$248K	1	0.74%	Increased
213	TIP Torray Investment Partners Bethesda, Maryland	$11.5M	+$162K	1	0.97%	Increased
214	TAM THB Asset Management Norwalk, Connecticut	$11.4M	+$3.5M	1	0.75%	Increased
215	SW SVB Wealth Boston, Massachusetts	$11.3M	+$11M	1	0.37%	New
216	WesBanco Bank Wheeling, West Virginia	$11.2M	+$221K	1	0.61%	Increased
217	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$11.1M	-$661K	1	0.34%	Reduced
218	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$11.1M	-$142K	1	2.69%	Reduced
219	Suntrust Banks Atlanta, Georgia	$11M	+$406K	2	0.07%	Increased
220	GD Grandfield & Dodd New York	$10.9M	-$493K	1	1.68%	Reduced
221	UBS O'Connor Chicago, Illinois	$10.8M	+$10.5M	2	0.19%	New
222	Nisa Investment Advisors St. Louis, Missouri	$10.8M	+$1.77M	2	0.15%	Increased
223	Commerzbank Aktiengesellschaft Frankfurt, Germany	$10.5M	+$33K	1	0.07%	Increased
224	GCM Grisanti Capital Management New York	$10.4M	-$5.27K	1	3.9%	Reduced
225	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.4M	+$72.1K	1	1.33%	Increased