← 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
KBC Group
KBC Group
Belgium
$7.71M +$908K 1 0.09% Increased
252
Cullen Capital Management
Cullen Capital Management
New York
$7.69M +$579K 1 0.26% Increased
253
CAM
Capstone Asset Management
Texas
$7.68M -$14.2K 4 0.22% Reduced
254
BB&T Securities
BB&T Securities
Virginia
$7.65M +$220K 1 0.11% Increased
255
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$7.63M -$159K 1 0.16% Reduced
256
Martingale Asset Management
Martingale Asset Management
Massachusetts
$7.62M +$5.62M 3 0.11% Increased
257
Sterling Capital Management
Sterling Capital Management
North Carolina
$7.62M -$47.3K 1 0.07% Reduced
258
AC
AFAM Capital
Texas
$7.59M -$162K 1 1.21% Reduced
259
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$7.51M +$277K 2 0.15% Increased
260
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$7.5M -$423K 3 0.18% Reduced
261
SGK
Steigerwald Gordon & Koch
Virginia
$7.46M +$141K 1 2.6% Increased
262
GAMCO Investors
GAMCO Investors
Connecticut
$7.44M +$176K 3 0.05% Increased
263
HR
Howe & Rusling
New York
$7.4M +$1.03M 2 1.59% Increased
264
Los Angeles Capital Management
Los Angeles Capital Management
California
$7.36M -$51.7K 1 0.06% Reduced
265
SPC
Stewart & Patten Company
California
$7.3M +$45.4K 1 1.43% Increased
266
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$7.23M +$6.87M 1 0.41% Increased
267
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$7.19M -$353K 2 0.5% Reduced
268
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$7.19M +$196K 1 0.16% Increased
269
Point72 Asset Management
Point72 Asset Management
Connecticut
$7.08M +$6.93M 1 0.05% Increased
270
Intact Investment Management
Intact Investment Management
Quebec, Canada
$6.76M $0 1 0.26% Maintained
271
EA
Evanston Advisors
Illinois
$6.66M +$6.56M 1 2.09% New
272
Gotham Asset Management
Gotham Asset Management
New York
$6.66M +$5.2M 3 0.09% Increased
273
SH
SeaTown Holdings
Singapore
$6.57M +$6.47M 1 1.24% New
274
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.5M +$118K 1 1.17% Increased
275
WAM
World Asset Management
Michigan
$6.5M +$209K 2 0.23% Increased
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