← 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	Virginia Retirement Systems Richmond, Virginia	$18.2M	+$892K	1	0.21%	Increased
202	QS Investors New York	$18M	-$273K	3	0.17%	Reduced
203	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$17.9M	+$29.9K	1	1.79%	Increased
204	Nomura Asset Management Tokyo, Japan	$17.8M	-$6.45M	1	0.17%	Reduced
205	CBT Capital Bank & Trust Irvine, California	$17.6M	-$37.6M	2	0.22%	Reduced
206	GD Grandfield & Dodd New York	$17.1M	+$286K	1	1.76%	Increased
207	DA Denali Advisors San Diego, California	$16.5M	-$1.73M	1	2.43%	Reduced
208	Alpha Cubed Investments Irvine, California	$16.5M	-$118K	1	1.92%	Reduced
209	BNP Paribas Financial Markets Paris, France	$16.4M	-$1.34M	6	0.02%	Reduced
210	Marshall Wace North America New York	$16.4M	+$8.88M	2	0.11%	Increased
211	Whittier Trust South Pasadena, California	$16.3M	-$161K	3	0.51%	Reduced
212	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$16.3M	+$7.47M	2	1.53%	Increased
213	Foresters Investment Management New York	$16.1M	-$656K	2	0.25%	Reduced
214	Hancock Whitney Gulfport, Mississippi	$15.9M	+$1.07M	1	0.45%	Increased
215	Associated Banc-Corp Green Bay, Wisconsin	$15.9M	-$46.5K	1	0.88%	Reduced
216	TU TDAM USA Toronto, Ontario, Canada	$15.8M	-$436K	2	0.96%	Reduced
217	Eastern Bank Boston, Massachusetts	$15.6M	-$445K	1	1.02%	Reduced
218	DekaBank Deutsche Girozentrale Frankfurt, Germany	$15.6M	-$335K	1	0.09%	Reduced
219	SCP Sandhill Capital Partners Buffalo, New York	$15.4M	+$701K	2	2.28%	Increased
220	PineBridge Investments New York	$15.3M	+$10.8M	3	0.29%	Increased
221	Eaton Vance Management Boston, Massachusetts	$15.2M	+$16.3K	2	0.03%	Increased
222	TW Transform Wealth Greenwood Village, Colorado	$15.2M	+$1.38M	2	2.63%	Increased
223	Vaughan Nelson Investment Management Houston, Texas	$15M	-$421K	1	0.18%	Reduced
224	Suntrust Banks Atlanta, Georgia	$15M	-$1.23M	1	0.08%	Reduced
225	TIP Torray Investment Partners Bethesda, Maryland	$15M	+$15.8K	1	1.5%	Increased