← 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
226
WesBanco Bank
WesBanco Bank
West Virginia
$10.2M -$21K 1 0.57% Reduced
227
VanEck Associates
VanEck Associates
New York
$10.2M +$1.22M 1 0.05% Increased
228
CIM
Calvert Investment Management
Maryland
$10.1M +$1.97M 1 0.75% Increased
229
Suntrust Banks
Suntrust Banks
Georgia
$9.99M -$3.49M 2 0.07% Reduced
230
Gotham Asset Management
Gotham Asset Management
New York
$9.98M -$2.62M 2 0.1% Reduced
231
Advisors Asset Management
Advisors Asset Management
Colorado
$9.85M +$159K 3 0.14% Increased
232
DIA
Denver Investment Advisors
Colorado
$9.83M +$128K 1 0.32% Increased
233
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$9.74M +$2.2M 1 0.04% Increased
234
GCM
Grisanti Capital Management
New York
$9.69M +$3.06M 1 3.91% Increased
235
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$9.59M +$7.38K 1 1.45% Increased
236
Asset Management One
Asset Management One
Japan
$9.54M +$788K 2 0.13% Increased
237
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$9.54M -$1.94M 1 1.12% Reduced
238
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$9.51M -$7.75M 3 0.11% Reduced
239
RCYC
Richard C. Young & Co
Rhode Island
$9.48M +$77.8K 1 2.03% Increased
240
CCMH
Cornerstone Capital Management Holdings
New York
$9.44M +$213K 3 0.1% Increased
241
ACI
AMP Capital Investors
Australia
$9.4M +$682K 1 0.06% Increased
242
Manning & Napier Advisors
Manning & Napier Advisors
New York
$9.16M +$1.16M 2 0.04% Increased
243
ST
Stifel Trust
Missouri
$9.16M -$48.8K 2 1.75% Reduced
244
Perpetual Ltd
Perpetual Ltd
Australia
$8.91M +$2.39M 1 0.96% Increased
245
HighTower Advisors
HighTower Advisors
Illinois
$8.9M -$318K 2 0.15% Reduced
246
SG Americas Securities
SG Americas Securities
New York
$8.87M +$172K 2 0.05% Increased
247
MSA
Mason Street Advisors
Wisconsin
$8.85M -$802K 3 0.07% Reduced
248
CC
Colrain Capital
Massachusetts
$8.59M -$540K 1 0.64% Reduced
249
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$8.34M $0 1 0.15% Maintained
250
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$8.34M -$972K 2 0.12% Reduced