← 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
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$14.2M -$891K 2 0.1% Reduced
227
CA
Cullinan Associates
Kentucky
$14.2M +$218K 1 0.85% Increased
228
ZCM
Ziegler Capital Management
Illinois
$13.9M -$251K 1 0.46% Reduced
229
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$13.7M -$615K 4 0.16% Reduced
230
Pinnacle Associates
Pinnacle Associates
New York
$13.4M -$59K 3 0.27% Reduced
231
WBC
Westpac Banking Corp
Australia
$13.3M +$877K 2 0.15% Increased
232
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$13.3M +$6.52M 3 0.36% Increased
233
Scout Investments
Scout Investments
Missouri
$13.2M +$9.41M 2 0.24% Increased
234
HRT Financial
HRT Financial
New York
$13M +$11.9M 2 0.26% Increased
235
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$13M -$9.31M 1 1.15% Reduced
236
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$12.9M +$175K 4 0.28% Increased
237
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$12.8M -$1.65M 2 0.4% Reduced
238
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$12.7M -$236K 2 0.08% Reduced
239
TPSF
Texas Permanent School Fund
Texas
$12.6M -$754K 4 0.16% Reduced
240
NI
Nuance Investments
Missouri
$12.6M -$60.4K 1 0.24% Reduced
241
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$12.6M +$370K 2 1.1% Increased
242
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$12.5M -$421K 1 0.85% Reduced
243
FBP
Flippin Bruce & Porter
Virginia
$12.3M -$3.14M 1 2.43% Reduced
244
Synovus Financial
Synovus Financial
Georgia
$12.3M +$433K 2 0.14% Increased
245
TU
TDAM USA
Ontario, Canada
$12.2M -$1.49M 2 0.77% Reduced
246
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.1M +$8.17M 4 0.03% Increased
247
Alpha Cubed Investments
Alpha Cubed Investments
California
$11.7M -$9.61M 1 1% Reduced
248
HighTower Advisors
HighTower Advisors
Illinois
$11.7M -$11.8M 4 0.05% Reduced
249
DIA
Davidson Investment Advisors
Montana
$11.4M -$130K 1 1.06% Reduced
250
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.4M -$66.9K 1 0.56% Reduced