← 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
LPL Financial
LPL Financial
California
$11.6M +$91.9K 4 0.03% Increased
252
MC
Martin Currie
United Kingdom
$11.5M $0 1 0.81% Maintained
253
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$11.5M -$1.95M 3 0.17% Reduced
254
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$11.4M -$255K 4 0.2% Reduced
255
Nordea Investment Management
Nordea Investment Management
Sweden
$11.4M -$384K 2 0.02% Reduced
256
CBT
Capital Bank & Trust
California
$11.3M -$4.76M 2 0.14% Reduced
257
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$11.3M -$2.5M 1 0.15% Reduced
258
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$11.2M +$8.78M 2 0.15% Increased
259
LIC
Lodestar Investment Counsel
Illinois
$11.2M +$416K 1 1.19% Increased
260
TW
Transform Wealth
Colorado
$11M -$215K 2 2.04% Reduced
261
PP
Prospector Partners
Connecticut
$10.9M +$435K 2 1.66% Increased
262
DA
Denali Advisors
California
$10.4M -$419K 1 1.66% Reduced
263
Cullen Capital Management
Cullen Capital Management
New York
$10.3M +$1.2M 2 0.41% Increased
264
FCI
Financial Counselors Inc
Kansas
$10.3M +$665K 1 0.44% Increased
265
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$10.3M +$7.2M 1 1.17% Increased
266
TPSF
Texas Permanent School Fund
Texas
$10.2M -$280K 3 0.16% Reduced
267
TAM
Telemark Asset Management
Massachusetts
$10.2M +$3.4M 1 1.29% Increased
268
PDM
Penn Davis McFarland
Texas
$10.1M +$1.94M 1 3.5% Increased
269
DZ Bank
DZ Bank
Germany
$10M +$1.11M 2 0.03% Increased
270
NIMC
NWQ Investment Management Company
California
$10M -$639K 1 0.22% Reduced
271
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$9.96M -$695K 4 0.12% Reduced
272
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$9.92M +$694K 1 0.3% Increased
273
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$9.73M +$1.54M 3 0.22% Increased
274
SH
SeaTown Holdings
Singapore
$9.67M +$9.15M 1 1.14% New
275
AL
AJO LP
Pennsylvania
$9.61M +$9.1M 1 0.05% New