← 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
Williams Jones & Associates
Williams Jones & Associates
New York
$7.32M +$579K 1 0.34% Increased
227
VDBMI
Van Den Berg Management I
Texas
$7.3M -$452K 1 1% Reduced
228
BKBG
BHF Kleinwort Benson Group
Belgium
$7.2M +$7.49M 1 0.17% New
229
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$7.16M +$167K 1 0.12% Increased
230
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$7.16M +$2.63M 3 0.18% Increased
231
WC
Walthausen & Co
New York
$7.11M +$38.5K 1 0.69% Increased
232
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$7.07M -$381K 3 0.09% Reduced
233
Wasatch Advisors
Wasatch Advisors
Utah
$6.91M -$637K 1 0.1% Reduced
234
MCM
McRae Capital Management
New Jersey
$6.88M +$47.4K 1 3.3% Increased
235
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.88M -$1.01M 2 0.06% Reduced
236
CIM
Calvert Investment Management
Maryland
$6.83M -$1.47M 1 0.31% Reduced
237
BIC
Bridges Investment Counsel
Nebraska
$6.79M $0 1 1.18% Maintained
238
Walleye Trading
Walleye Trading
New York
$6.79M +$6.43M 3 0.07% Increased
239
GAMCO Investors
GAMCO Investors
Connecticut
$6.78M -$178K 3 0.04% Reduced
240
Axa
Axa
France
$6.72M -$20M 1 0.03% Reduced
241
SCM
Stevens Capital Management
Pennsylvania
$6.59M -$1.58M 3 0.26% Reduced
242
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$6.59M -$2.72M 2 0.09% Reduced
243
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.57M +$3.85M 3 0% Increased
244
Cullen Capital Management
Cullen Capital Management
New York
$6.48M +$749K 2 0.22% Increased
245
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$6.44M +$831K 1 0.02% Increased
246
SEI Investments
SEI Investments
Pennsylvania
$6.37M +$2.88M 3 0.04% Increased
247
AC
AFAM Capital
Texas
$6.29M -$116K 1 0.97% Reduced
248
Davis Selected Advisers
Davis Selected Advisers
Arizona
$6.25M +$6.51M 1 0.03% New
249
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.25M -$33.2K 2 0.61% Reduced
250
HFS
Haverford Financial Services
Pennsylvania
$6.2M -$368K 1 2.65% Reduced