← 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	$12M	-$158K	1	0.54%	Reduced
202	JCM Jag Capital Management St Louis, Missouri	$11.9M	-$242K	1	2.33%	Reduced
203	WIM Wilen Investment Management Bonita Springs, Florida	$11.9M	-$2.26M	2	7.89%	Reduced
204	Associated Banc-Corp Green Bay, Wisconsin	$11.8M	+$104K	1	0.75%	Increased
205	VOYA Investment Management Atlanta, Georgia	$11.8M	-$937K	3	0.02%	Reduced
206	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$11.7M	+$625K	1	0.53%	Increased
207	Envestnet Asset Management Chicago, Illinois	$11.6M	-$913K	2	0.04%	Reduced
208	TIP Torray Investment Partners Bethesda, Maryland	$11.4M	+$2.59K	1	1.25%	Increased
209	ACM Argent Capital Management St Louis, Missouri	$11.1M	-$122K	1	0.47%	Reduced
210	PDM Penn Davis McFarland Dallas, Texas	$11M	-$204K	1	2.82%	Reduced
211	Manning & Napier Advisors Fairport, New York	$10.5M	-$102K	2	0.06%	Reduced
212	State of Michigan Retirement System Lansing, Michigan	$10.4M	-$25.9K	1	0.08%	Reduced
213	TPSF Texas Permanent School Fund Austin, Texas	$10.4M	-$566K	3	0.14%	Reduced
214	Capital Fund Management (CFM) Paris, France	$10.3M	-$6.74M	2	0.09%	Reduced
215	Arizona State Retirement System Phoenix, Arizona	$10.3M	-$802K	2	0.16%	Reduced
216	AL Airain Ltd St. Peter Port, Guernsey	$10M	+$7.52M	1	0.6%	Increased
217	Foresters Investment Management New York	$9.92M	+$770K	2	0.18%	Increased
218	Rothschild & Co Asset Management US Stamford, Connecticut	$9.86M	+$113K	1	0.17%	Increased
219	Citadel Advisors Miami, Florida	$9.82M	+$490K	3	0.01%	Increased
220	Ferguson Wellman Capital Management Portland, Oregon	$9.77M	+$2.73M	1	0.42%	Increased
221	Axa Paris, France	$9.69M	-$1.08M	1	0.04%	Reduced
222	VDBMI Van Den Berg Management I Austin, Texas	$9.63M	-$1.35M	1	1.19%	Reduced
223	RCYC Richard C. Young & Co Newport, Rhode Island	$9.55M	+$178K	1	2.07%	Increased
224	LPU Lansdowne Partners (UK) London, United Kingdom	$9.54M	+$9.39M	1	0.08%	New
225	Citigroup New York	$9.29M	-$3.99M	5	0.01%	Reduced