← 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
251
HA
Halsey Associates
Connecticut
$10.1M -$421K 1 2.29% Reduced
252
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$10.1M -$275K 2 0.21% Reduced
253
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$10M +$754K 2 0.04% Increased
254
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$9.89M +$127K 1 0.19% Increased
255
Bank of Montreal
Bank of Montreal
Ontario, Canada
$9.81M -$49.6K 4 0.01% Reduced
256
Glenmede Trust
Glenmede Trust
Pennsylvania
$9.78M -$401K 3 0.09% Reduced
257
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$9.67M -$578K 1 0.14% Reduced
258
STCG
Speece Thorson Capital Group
Minnesota
$9.63M -$1.42M 1 2.54% Reduced
259
BOK Financial
BOK Financial
Oklahoma
$9.53M +$187K 2 0.32% Increased
260
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$9.51M -$85.7M 2 0.2% Reduced
261
HighTower Advisors
HighTower Advisors
Illinois
$9.41M -$1.25M 2 0.18% Reduced
262
PCM
Peg Capital Management
New Hampshire
$9.4M $0 1 4.33% Maintained
263
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$9.35M +$70.7K 1 0.21% Increased
264
AC
AFAM Capital
Texas
$9.28M +$93.9K 1 1.25% Increased
265
MCM
McRae Capital Management
New Jersey
$9.22M -$284K 1 4.66% Reduced
266
ORIO
Old Republic International (ORI)
Illinois
$9.16M $0 1 0.97% Maintained
267
IRF
IBM Retirement Fund
New York
$9.15M -$4.93M 1 0.18% Reduced
268
GC
Gratry & Company
Ohio
$9.05M -$325K 1 3.26% Reduced
269
GIP
Granite Investment Partners
California
$8.97M -$126K 1 1.4% Reduced
270
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$8.9M +$239K 1 0.09% Increased
271
Brown Advisory
Brown Advisory
Maryland
$8.84M -$17.7M 2 0.03% Reduced
272
HA
Heartland Advisors
Wisconsin
$8.69M -$3.02M 2 0.15% Reduced
273
CCM
Cadence Capital Management
Massachusetts
$8.5M -$1.48M 1 0.36% Reduced
274
Millennium Management
Millennium Management
New York
$8.38M -$15.4M 3 0.02% Reduced
275
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$8.35M +$4.86M 1 0.17% Increased