← 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
FBP
Flippin Bruce & Porter
Virginia
$13.8M -$363K 1 2.37% Reduced
227
Meyer Handelman Company
Meyer Handelman Company
New York
$13.6M -$447K 2 0.65% Reduced
228
TW
Transform Wealth
Colorado
$13.6M -$215K 2 2.15% Reduced
229
Hancock Whitney
Hancock Whitney
Mississippi
$13.5M -$37.9K 2 0.43% Reduced
230
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$13.5M +$10.1M 3 0% Increased
231
NI
Nuance Investments
Missouri
$13.4M -$38.7M 1 0.44% Reduced
232
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$13.4M +$269K 4 0.25% Increased
233
FTI
Fiduciary Trust International
Massachusetts
$13.4M +$4.04M 1 2.15% Increased
234
MetLife Investment Management
MetLife Investment Management
New Jersey
$13.4M -$425K 4 0.14% Reduced
235
FCI
Financial Counselors Inc
Kansas
$13M +$200K 1 0.46% Increased
236
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$12.9M -$518K 2 0.31% Reduced
237
SCM
SKBA Capital Management
California
$12.8M -$861K 1 2.03% Reduced
238
Winton Group
Winton Group
United Kingdom
$12.8M -$4.29M 3 0.18% Reduced
239
PDM
Penn Davis McFarland
Texas
$12.8M -$160K 1 3.78% Reduced
240
Royce & Associates
Royce & Associates
New York
$12.7M +$433K 3 0.11% Increased
241
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$12.6M +$300K 4 0.27% Increased
242
CSC
Cove Street Capital
California
$12.3M -$694K 1 1.63% Reduced
243
Wedge Capital Management
Wedge Capital Management
North Carolina
$12.3M -$4.77M 2 0.14% Reduced
244
Sit Investment Associates
Sit Investment Associates
Minnesota
$12.1M -$2.52M 1 0.35% Reduced
245
MC
Martin Currie
United Kingdom
$12.1M -$8.3M 1 0.68% Reduced
246
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$12.1M +$893K 3 0.08% Increased
247
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$11.9M -$30.3M 1 0.19% Reduced
248
TU
TDAM USA
Ontario, Canada
$11.9M -$2.3M 2 0.77% Reduced
249
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$11.9M -$7.48M 1 0.15% Reduced
250
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$11.6M $0 4 0.13% Maintained