← 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
Bridgewater Associates
Bridgewater Associates
Connecticut
$6.71M +$5.37M 1 0.08% Increased
252
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$6.57M -$127K 1 0.14% Reduced
253
Folketrygdfondet
Folketrygdfondet
Norway
$6.47M -$12M 1 0.18% Reduced
254
GAMCO Investors
GAMCO Investors
Connecticut
$6.46M -$333K 2 0.04% Reduced
255
SGK
Steigerwald Gordon & Koch
Virginia
$6.44M +$373K 1 2.31% Increased
256
MIM
Manitou Investment Management
Ontario, Canada
$6.41M -$3.17M 1 2.03% Reduced
257
SPC
Stewart & Patten Company
California
$6.39M +$69.3K 1 1.25% Increased
258
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$6.38M +$917K 2 0.27% Increased
259
HighTower Advisors
HighTower Advisors
Illinois
$6.36M -$604K 2 0.08% Reduced
260
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$6.35M -$44.1K 1 0.15% Reduced
261
CC
Cipher Capital
New York
$6.27M +$6.44M 1 0.44% New
262
Cullen Capital Management
Cullen Capital Management
New York
$6.24M -$202K 1 0.22% Reduced
263
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.18M +$988K 3 0.07% Increased
264
KBC Group
KBC Group
Belgium
$6.17M -$99.7K 1 0.09% Reduced
265
Intact Investment Management
Intact Investment Management
Quebec, Canada
$6.14M $0 1 0.25% Maintained
266
FHC
First Houston Capital
Texas
$5.88M +$4.35M 2 5.44% Increased
267
LBC
Lowe Brockenbrough & Co
Virginia
$5.83M +$41.5K 2 1.01% Increased
268
HR
Howe & Rusling
New York
$5.78M +$332K 1 1.27% Increased
269
Wasatch Advisors
Wasatch Advisors
Utah
$5.71M -$724K 1 0.09% Reduced
270
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$5.69M -$483K 1 0.05% Reduced
271
WAM
World Asset Management
Michigan
$5.62M +$260K 2 0.22% Increased
272
MC
Moors & Cabot
Massachusetts
$5.6M -$14.9K 2 0.98% Reduced
273
DAM
Delta Asset Management
Tennessee
$5.58M +$140K 1 0.97% Increased
274
AA
Apriem Advisors
California
$5.57M +$99.4K 3 1.81% Increased
275
BHTS
Bar Harbor Trust Services
Maine
$5.57M +$1.28M 1 2.75% Increased