← 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
Achmea Investment Management
Achmea Investment Management
Netherlands
$10.9M +$4.27M 1 0.37% Increased
227
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$10.6M -$711K 3 0.11% Reduced
228
PDM
Penn Davis McFarland
Texas
$10.6M -$66.5K 1 3.11% Reduced
229
FBP
Flippin Bruce & Porter
Virginia
$10.6M -$122K 1 2.24% Reduced
230
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$10.4M -$8.15M 2 0.07% Reduced
231
MCIM
Meadow Creek Investment Management
Georgia
$10.4M +$2.18M 3 0.23% Increased
232
Ancora Advisors
Ancora Advisors
Ohio
$10.4M +$2.1M 2 0.56% Increased
233
TPSF
Texas Permanent School Fund
Texas
$10.4M -$302K 2 0.13% Reduced
234
BCM
Beddow Capital Management
Wyoming
$10.3M -$3.16M 2 4.18% Reduced
235
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$10.3M +$102K 1 0.56% Increased
236
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$10.3M -$2.86M 3 0.05% Reduced
237
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$10.2M -$505K 1 0.08% Reduced
238
UBS O'Connor
UBS O'Connor
Illinois
$10.2M -$18.1M 1 0.18% Reduced
239
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$10.2M +$1.45M 1 0.15% Increased
240
Hermes Investment Management
Hermes Investment Management
United Kingdom
$10.1M +$9.96M 1 0.15% New
241
EA
Edge Advisors
Georgia
$10.1M -$2.86M 2 0.99% Reduced
242
MCM
McRae Capital Management
New Jersey
$10.1M -$64.1K 1 4.26% Reduced
243
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$10.1M -$779K 2 0.13% Reduced
244
PP
Prospector Partners
Connecticut
$10M +$1.42M 2 1.46% Increased
245
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.99M -$3.78M 1 0.01% Reduced
246
LPL Financial
LPL Financial
California
$9.95M +$1.61M 2 0.03% Increased
247
GAI
General American Investors
New York
$9.81M -$5.05M 1 0.95% Reduced
248
SGK
Steigerwald Gordon & Koch
Virginia
$9.8M -$54.8K 1 2.7% Reduced
249
CCMH
Cornerstone Capital Management Holdings
New York
$9.59M +$264K 2 0.07% Increased
250
DIA
Davidson Investment Advisors
Montana
$9.56M -$177K 1 0.99% Reduced