← 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
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$8.3M -$246K 1 0.16% Reduced
252
MCM
McRae Capital Management
New Jersey
$8.29M +$49.4K 1 3.83% Increased
253
ORIO
Old Republic International (ORI)
Illinois
$8.29M $0 1 0.47% Maintained
254
GP
GLG Partners
United Kingdom
$8.26M -$9.62M 1 0.24% Reduced
255
RCM
Riverhead Capital Management
Delaware
$8.12M +$184K 2 0.12% Increased
256
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.12M -$3.93M 4 0% Reduced
257
MC
Martin Currie
United Kingdom
$8.11M +$1.63M 1 0.7% Increased
258
NCM
Newland Capital Management
New York
$8.09M +$7.85M 1 4.53% New
259
Perpetual Ltd
Perpetual Ltd
Australia
$8.08M -$1.43M 1 0.95% Reduced
260
IRF
IBM Retirement Fund
New York
$7.99M -$36.3K 1 0.15% Reduced
261
HFS
Haverford Financial Services
Pennsylvania
$7.95M +$547K 1 3.25% Increased
262
GAMCO Investors
GAMCO Investors
Connecticut
$7.86M -$129K 3 0.04% Reduced
263
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$7.85M -$3.5M 1 0.02% Reduced
264
GE
General Electric
Ohio
$7.83M -$208M 1 0.02% Reduced
265
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$7.75M -$354K 1 0.17% Reduced
266
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$7.6M -$312K 1 0.18% Reduced
267
Numeric Investors
Numeric Investors
Massachusetts
$7.55M -$800K 1 0.1% Reduced
268
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.17M +$1.85M 2 0.22% Increased
269
LBC
Lowe Brockenbrough & Co
Virginia
$7.16M +$68.1K 2 1.14% Increased
270
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$7.13M -$8.8M 1 0.87% Reduced
271
Kennedy Capital Management
Kennedy Capital Management
Missouri
$6.91M -$5.62M 1 0.13% Reduced
272
Spot Trading
Spot Trading
Illinois
$6.91M -$288K 2 0.04% Reduced
273
Cullen Capital Management
Cullen Capital Management
New York
$6.89M +$99.5K 1 0.19% Increased
274
NCM
Novare Capital Management
North Carolina
$6.85M +$37.9K 1 1.7% Increased
275
TCOV
Trust Company of Vermont
Vermont
$6.84M +$293K 2 1% Increased