← 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	LNB Ledyard National Bank	$16.2M	-$254K	2	2.16%	Reduced
202	Whittier Trust South Pasadena, California	$16.1M	+$40.3K	4	0.47%	Increased
203	Copeland Capital Management Conshohocken, Pennsylvania	$15.8M	+$677K	1	0.88%	Increased
204	HighTower Advisors Chicago, Illinois	$15.8M	-$263K	1	0.09%	Reduced
205	Suntrust Banks Atlanta, Georgia	$15.6M	-$1.39M	1	0.08%	Reduced
206	Arizona State Retirement System Phoenix, Arizona	$15.6M	-$56K	4	0.18%	Reduced
207	ProShare Advisors Bethesda, Maryland	$15.5M	+$179K	2	0.09%	Increased
208	Ferguson Wellman Capital Management Portland, Oregon	$15.5M	-$102K	1	0.51%	Reduced
209	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$15.4M	-$64.6K	1	4.11%	Reduced
210	Nisa Investment Advisors St. Louis, Missouri	$15.3M	+$678K	4	0.14%	Increased
211	GGI Godsey & Gibb Inc Richmond, Virginia	$15.1M	+$651K	1	2.17%	Increased
212	Kornitzer Capital Management Shawnee Mission, Kansas	$14.9M	+$625K	3	0.26%	Increased
213	Capital Advisors Inc Tulsa, Oklahoma	$14.8M	+$10.9M	1	0.73%	Increased
214	Dana Investment Advisors Waukesha, Wisconsin	$14.8M	-$965K	1	0.73%	Reduced
215	IP Interval Partners New York	$14.4M	-$38.5M	1	0.57%	Reduced
216	Trillium Asset Management Boston, Massachusetts	$14.4M	-$454K	1	0.7%	Reduced
217	TIP Torray Investment Partners Bethesda, Maryland	$14.3M	+$2.91K	1	1.49%	Increased
218	Schonfeld Strategic Advisors New York	$14.2M	-$3.54M	2	0.5%	Reduced
219	Nomura Asset Management Tokyo, Japan	$13.9M	-$1.48M	1	0.14%	Reduced
220	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$13.9M	+$3.42M	2	1.62%	Increased
221	Manning & Napier Group Fairport, New York	$13.9M	-$2.64M	1	0.15%	Reduced
222	Impax Asset Management Group London, United Kingdom	$13.8M	+$2.13M	1	0.18%	Increased
223	Associated Banc-Corp Green Bay, Wisconsin	$13.8M	+$397K	1	0.76%	Increased
224	1M 13D Management New York	$13.7M	+$1.54M	1	4.14%	Increased
225	Eastern Bank Boston, Massachusetts	$13.7M	+$201K	1	0.87%	Increased