← 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
Citigroup
Citigroup
New York
$8.37M +$1.58M 5 0.01% Increased
227
MCM
McRae Capital Management
New Jersey
$8.35M +$66.3K 1 3.73% Increased
228
SG Americas Securities
SG Americas Securities
New York
$8.3M +$6M 2 0.06% Increased
229
RCYC
Richard C. Young & Co
Rhode Island
$8.26M +$28.8K 1 1.86% Increased
230
HIM
Hanlon Investment Management
New Jersey
$8.19M +$3.02M 1 0.74% Increased
231
Foresters Investment Management
Foresters Investment Management
New York
$7.98M $0 2 0.16% Maintained
232
Panagora Asset Management
Panagora Asset Management
Massachusetts
$7.93M +$4.88M 2 0.04% Increased
233
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$7.92M +$66.3K 2 0.11% Increased
234
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$7.92M +$698K 1 0.15% Increased
235
LM
Luminus Management
Texas
$7.86M +$964K 1 0.26% Increased
236
Fisher Asset Management
Fisher Asset Management
Washington
$7.73M -$109M 1 0.01% Reduced
237
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$7.58M +$53.9K 2 0.67% Increased
238
LSA
L & S Advisors
California
$7.54M +$6.66M 1 1.86% New
239
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$7.48M -$1.67K 1 0.48% Reduced
240
AC
AFAM Capital
Texas
$7.36M -$177K 1 1.2% Reduced
241
Royce & Associates
Royce & Associates
New York
$7.36M -$209K 2 0.05% Reduced
242
HighTower Advisors
HighTower Advisors
Illinois
$7.13M +$1.73M 2 0.02% Increased
243
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$7.13M -$250K 1 0.03% Reduced
244
BB&T Securities
BB&T Securities
Virginia
$7.09M +$5.17M 1 0.12% Increased
245
Bessemer Group
Bessemer Group
New Jersey
$7.08M +$4.83M 3 0.04% Increased
246
CIS
Connors Investor Services
Pennsylvania
$7.06M +$436K 1 1.4% Increased
247
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$7.01M -$369K 1 0.15% Reduced
248
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$6.99M +$442K 1 0.16% Increased
249
RCM
Riverhead Capital Management
Delaware
$6.97M -$3.76M 3 0.1% Reduced
250
FBP
Flippin Bruce & Porter
Virginia
$6.91M +$439K 1 2.19% Increased