← 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
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$10.3M +$46.4K 1 0.13% Increased
252
FBP
Flippin Bruce & Porter
Virginia
$10.3M +$180K 1 2.13% Increased
253
JIR
James Investment Research
Ohio
$10.3M -$403K 1 0.39% Reduced
254
PP
Prospector Partners
Connecticut
$10.2M -$61.9K 2 1.42% Reduced
255
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$10.1M -$60.8K 1 0.56% Reduced
256
RCYC
Richard C. Young & Co
Rhode Island
$10M +$145K 1 2.02% Increased
257
Cullen Capital Management
Cullen Capital Management
New York
$9.85M +$1.32M 2 0.37% Increased
258
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$9.83M +$6.47M 2 0.14% Increased
259
NIMC
NWQ Investment Management Company
California
$9.82M +$2.57M 1 0.18% Increased
260
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9.63M +$19.3K 1 0.15% Increased
261
TCM
Twin Capital Management
Pennsylvania
$9.6M +$211K 2 0.48% Increased
262
WIM
Wilen Investment Management
Florida
$9.53M -$209K 2 6.12% Reduced
263
TCM
Tygh Capital Management
Oregon
$9.46M +$302K 1 1.6% Increased
264
UIC
Uniplan Investment Counsel
Wisconsin
$9.43M -$1.71M 1 0.46% Reduced
265
SIM
Sonora Investment Management
Arizona
$9.39M +$284K 2 1.45% Increased
266
FCI
Financial Counselors Inc
Kansas
$9.09M +$2.25M 2 0.42% Increased
267
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$9.04M -$1.07M 3 0.05% Reduced
268
Los Angeles Capital Management
Los Angeles Capital Management
California
$8.95M +$787K 3 0.05% Increased
269
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$8.86M +$5.9M 3 0.12% Increased
270
VDBMI
Van Den Berg Management I
Texas
$8.85M -$33.7K 1 0.94% Reduced
271
NIM
NXG Investment Management
Texas
$8.83M +$9.13M 1 0.27% New
272
PDM
Penn Davis McFarland
Texas
$8.79M +$251K 1 2.7% Increased
273
LIC
Lodestar Investment Counsel
Illinois
$8.79M +$7.28M 1 1.01% Increased
274
AIC
AWM Investment Company
New York
$8.77M -$937K 1 1.46% Reduced
275
DIA
Davidson Investment Advisors
Montana
$8.71M -$77.3K 1 0.91% Reduced