← 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
SCP
Sandhill Capital Partners
New York
$12.6M +$629K 2 2% Increased
227
Baird Financial Group
Baird Financial Group
Wisconsin
$12.6M -$63.5M 2 0.09% Reduced
228
Meyer Handelman Company
Meyer Handelman Company
New York
$12.5M +$1.6M 2 0.64% Increased
229
TW
Transform Wealth
Colorado
$12.4M +$3.51M 2 2.24% Increased
230
HighTower Advisors
HighTower Advisors
Illinois
$12.1M +$320K 4 0.1% Increased
231
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$12.1M -$422K 1 0.26% Reduced
232
AR
Advisory Research
Illinois
$11.9M +$136K 1 0.19% Increased
233
Manning & Napier Group
Manning & Napier Group
New York
$11.9M -$988K 3 0.12% Reduced
234
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$11.7M +$366K 4 0.12% Increased
235
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$11.6M +$12M 1 0.21% New
236
PIA
Piedmont Investment Advisors
North Carolina
$11.5M -$53.3K 4 0.55% Reduced
237
TPSF
Texas Permanent School Fund
Texas
$11.5M +$2.16M 3 0.16% Increased
238
LPL Financial
LPL Financial
California
$11.4M +$907K 3 0.03% Increased
239
GAI
General American Investors
New York
$11.1M +$1.93M 1 1.01% Increased
240
EA
Edge Advisors
Georgia
$11.1M +$1.87M 3 1% Increased
241
GGI
Godsey & Gibb Inc
Virginia
$11.1M +$192K 1 1.92% Increased
242
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$11M +$1.01M 4 0.13% Increased
243
Achmea Investment Management
Achmea Investment Management
Netherlands
$11M -$1.25M 1 0.38% Reduced
244
Howard Capital Management
Howard Capital Management
Georgia
$10.9M +$2.05M 1 1.19% Increased
245
Bridges Investment Management
Bridges Investment Management
Nebraska
$10.8M +$269K 1 0.48% Increased
246
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$10.8M +$1.91M 4 0.19% Increased
247
Royce & Associates
Royce & Associates
New York
$10.7M -$11.6K 3 0.07% Reduced
248
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$10.6M +$1.84M 3 0.06% Increased
249
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$10.5M +$1.41M 3 0.06% Increased
250
MC
Martin Currie
United Kingdom
$10.5M +$12.4K 1 0.73% Increased