← 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
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$11.6M +$1.93M 1 0.1% Increased
252
TW
Transform Wealth
Colorado
$11.5M -$1.5M 2 1.69% Reduced
253
LIC
Lodestar Investment Counsel
Illinois
$11.5M -$38.4K 1 1.18% Reduced
254
GHCM
Glen Harbor Capital Management
California
$11.3M -$5.18M 3 0.24% Reduced
255
KBC Group
KBC Group
Belgium
$10.9M -$859K 4 0.08% Reduced
256
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$10.8M -$3.76M 2 0.06% Reduced
257
PDM
Penn Davis McFarland
Texas
$10.8M +$21.6K 1 3.64% Increased
258
FCI
Financial Counselors Inc
Kansas
$10.7M +$86.8K 1 0.44% Increased
259
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$10.6M +$302K 4 0.23% Increased
260
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$10.5M +$279K 1 0.3% Increased
261
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$10.5M +$1.2M 3 0.07% Increased
262
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$10.4M -$16.3M 3 0.05% Reduced
263
Sit Investment Associates
Sit Investment Associates
Minnesota
$10.4M +$10.1M 1 0.32% New
264
SCP
Sandhill Capital Partners
New York
$10.3M -$5.7M 2 1.31% Reduced
265
TPSF
Texas Permanent School Fund
Texas
$10.3M +$90.9K 4 0.16% Increased
266
AIC
AWM Investment Company
New York
$10.2M +$240K 1 1.95% Increased
267
FBP
Flippin Bruce & Porter
Virginia
$10.2M -$2.82M 1 1.79% Reduced
268
William Blair & Company
William Blair & Company
Illinois
$10.2M +$1.3M 2 0.06% Increased
269
Brookfield Corp
Brookfield Corp
Ontario, Canada
$10.1M +$5.68M 1 0.04% Increased
270
Pinnacle Associates
Pinnacle Associates
New York
$9.91M -$7.57M 2 0.23% Reduced
271
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$9.82M -$398K 4 0.12% Reduced
272
LM
Luminus Management
Texas
$9.81M -$8.93M 1 0.24% Reduced
273
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$9.65M +$61.9K 1 0.08% Increased
274
NIMC
NWQ Investment Management Company
California
$9.61M +$8.59M 2 0.22% Increased
275
VDBMI
Van Den Berg Management I
Texas
$9.49M -$1.84K 1 1.41% Reduced