← 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	Associated Banc-Corp Green Bay, Wisconsin	$13M	-$2.25M	3	0.59%	Reduced
202	MAA Matrix Asset Advisors White Plains, New York	$13M	+$74.3K	1	2.48%	Increased
203	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$12.8M	-$865K	2	1.13%	Reduced
204	Aviva London, United Kingdom	$12.6M	-$50.8K	2	0.08%	Reduced
205	Kornitzer Capital Management Shawnee Mission, Kansas	$12.2M	-$1.57M	2	0.25%	Reduced
206	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$12.2M	-$6.66M	1	0.47%	Reduced
207	FTI Fiduciary Trust International Lincoln, Massachusetts	$12.1M	-$248K	1	1.98%	Reduced
208	Meyer Handelman Company Rye Brook, New York	$12.1M	-$4.12K	1	0.64%	Reduced
209	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.1M	-$661K	1	2.7%	Reduced
210	HSBC Holdings London, United Kingdom	$12M	-$4.82M	3	0.02%	Reduced
211	NIM Northeast Investment Management Boston, Massachusetts	$11.9M	+$1.34M	1	0.89%	Increased
212	PDM Penn Davis McFarland Dallas, Texas	$11.7M	-$13.9K	1	3.19%	Reduced
213	MAI Capital Management Independence, Ohio	$11.5M	+$451K	1	0.36%	Increased
214	MetLife Investment Management Whippany, New Jersey	$11.3M	-$97K	4	0.13%	Reduced
215	Mercer Global Advisors Denver, Colorado	$11.2M	+$1.28M	2	0.2%	Increased
216	PineBridge Investments New York	$11M	+$8.59M	1	0.21%	Increased
217	Baker Avenue Asset Management San Francisco, California	$11M	+$8.57M	2	0.9%	Increased
218	CSC Cove Street Capital El Segundo, California	$11M	-$12.3K	1	2.17%	Reduced
219	Fjarde Ap-fonden Stockholm, Sweden	$10.8M	+$807K	1	0.14%	Increased
220	VanEck Associates New York	$10.3M	+$1.62M	1	0.04%	Increased
221	TU TDAM USA Toronto, Ontario, Canada	$10.3M	-$117K	2	0.74%	Reduced
222	1M 13D Management New York	$10.3M	-$3.07M	1	4.46%	Reduced
223	Oppenheimer Asset Management New York	$10.2M	-$1.28M	3	0.21%	Reduced
224	ZCM Ziegler Capital Management Chicago, Illinois	$10.2M	-$1.87M	1	0.32%	Reduced
225	Steward Partners Investment Advisory New York	$10M	+$388K	3	0.29%	Increased