← 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
VDBMI
Van Den Berg Management I
Texas
$10.4M +$445K 1 1.08% Increased
227
GCM
Grisanti Capital Management
New York
$10.4M -$16K 1 3.88% Reduced
228
UBS O'Connor
UBS O'Connor
Illinois
$10.2M -$670K 2 0.1% Reduced
229
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$9.91M -$292K 3 0.11% Reduced
230
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$9.78M +$9.79M 1 0.53% New
231
SAM
Scopus Asset Management
New York
$9.51M -$8.47M 1 0.19% Reduced
232
Regions Financial Corp
Regions Financial Corp
Alabama
$9.43M -$3.69M 2 0.12% Reduced
233
TCW Group
TCW Group
California
$9.37M +$343K 1 0.05% Increased
234
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.31M -$6.65M 4 0.03% Reduced
235
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$9.24M -$21.9M 3 0.31% Reduced
236
Manning & Napier Advisors
Manning & Napier Advisors
New York
$9.21M -$61.5K 2 0.04% Reduced
237
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$9.14M -$10.9K 1 0.16% Reduced
238
RCYC
Richard C. Young & Co
Rhode Island
$9.14M +$66.4K 1 2% Increased
239
Winton Group
Winton Group
United Kingdom
$9.1M -$6.73M 1 0.07% Reduced
240
SW
SVB Wealth
Massachusetts
$8.95M -$2.36M 1 0.29% Reduced
241
CCMH
Cornerstone Capital Management Holdings
New York
$8.88M -$246K 1 0.08% Reduced
242
Advisors Asset Management
Advisors Asset Management
Colorado
$8.84M +$23.7K 3 0.12% Increased
243
Williams Jones & Associates
Williams Jones & Associates
New York
$8.72M +$396K 1 0.35% Increased
244
Boston Trust Walden
Boston Trust Walden
Massachusetts
$8.6M -$1.32M 2 0.13% Reduced
245
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$8.59M +$289K 2 0.17% Increased
246
MCM
McRae Capital Management
New Jersey
$8.49M +$204K 1 3.92% Increased
247
LNB
Ledyard National Bank
$8.48M -$51.9K 2 1.52% Reduced
248
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$8.47M $0 2 0.11% Maintained
249
AC
AFAM Capital
Texas
$8.41M -$52.2K 1 1.08% Reduced
250
VanEck Associates
VanEck Associates
New York
$8.3M -$21.6K 1 0.05% Reduced
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