← 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	Arizona State Retirement System Phoenix, Arizona	$13.3M	-$156K	3	0.13%	Reduced
202	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$13.2M	+$13.5M	1	0.96%	New
203	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$13.1M	-$49.2K	1	0.03%	Reduced
204	WI WBI Investments Red Bank, New Jersey	$13.1M	-$9.49M	1	0.67%	Reduced
205	Achmea Investment Management Zeist, Netherlands	$13M	+$2.05M	1	0.44%	Increased
206	SCP Sandhill Capital Partners Buffalo, New York	$12.9M	-$7.09M	2	2.11%	Reduced
207	SIC Schwartz Investment Counsel Plymouth, Michigan	$12.8M	+$3.28M	1	0.75%	Increased
208	Gotham Asset Management New York	$12.8M	-$36.5M	2	0.18%	Reduced
209	HighTower Advisors Chicago, Illinois	$12.7M	-$459K	3	0.11%	Reduced
210	AR Advisory Research Chicago, Illinois	$12.6M	+$505K	1	0.23%	Increased
211	KBC Group Brussels, Belgium	$12.6M	-$700K	1	0.12%	Reduced
212	PIA Piedmont Investment Advisors Durham, North Carolina	$12.3M	-$2.44M	2	0.33%	Reduced
213	Eaton Vance Management Boston, Massachusetts	$12.1M	-$555K	1	0.03%	Reduced
214	1M 13D Management New York	$12.1M	+$1.25M	1	3.35%	Increased
215	Nisa Investment Advisors St. Louis, Missouri	$12M	+$1.33M	3	0.13%	Increased
216	FP Foundry Partners Minneapolis, Minnesota	$12M	-$24.6K	1	0.51%	Reduced
217	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$11.9M	-$775K	1	0.56%	Reduced
218	Meyer Handelman Company Rye Brook, New York	$11.7M	-$1.6M	1	0.6%	Reduced
219	Nomura Holdings Tokyo, Japan	$11.7M	-$101K	1	0.02%	Reduced
220	GGI Godsey & Gibb Inc Richmond, Virginia	$11.7M	+$12M	1	2.05%	New
221	Ancora Advisors Cleveland, Ohio	$11.5M	+$1.07M	2	0.52%	Increased
222	DIA Denver Investment Advisors Denver, Colorado	$11.5M	+$21.8K	1	0.6%	Increased
223	JIR James Investment Research Alpha, Ohio	$11.4M	+$139K	1	0.43%	Increased
224	SCM Stevens Capital Management Radnor, Pennsylvania	$11.4M	-$6.84M	2	0.43%	Reduced
225	Korea Investment Corp Seoul, South Korea	$11.3M	-$3.22M	1	0.05%	Reduced