← 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
DIA
Davidson Investment Advisors
Montana
$9.84M -$119K 1 1.05% Reduced
252
TW
Transform Wealth
Colorado
$9.83M +$496K 2 1.59% Increased
253
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.79M +$93.9K 1 0.53% Increased
254
STCG
Speece Thorson Capital Group
Minnesota
$9.68M +$42.7K 1 2.56% Increased
255
CIA
CCM Investment Advisers
South Carolina
$9.64M +$762K 1 1.57% Increased
256
Cullen Capital Management
Cullen Capital Management
New York
$9.48M +$450K 2 0.55% Increased
257
ClearBridge Investments
ClearBridge Investments
New York
$9.29M +$325K 1 0.01% Increased
258
MC
Moors & Cabot
Massachusetts
$9.29M +$265K 2 0.87% Increased
259
LBC
Lowe Brockenbrough & Co
Virginia
$9.28M +$54.9K 1 1.15% Increased
260
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$9.13M -$150K 1 0.26% Reduced
261
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$9.12M -$62.7K 2 0.47% Reduced
262
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$9.08M -$944K 1 0.14% Reduced
263
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$8.74M -$383K 3 0.25% Reduced
264
Andra AP-fonden
Andra AP-fonden
Sweden
$8.69M -$254K 1 0.24% Reduced
265
William Blair & Company
William Blair & Company
Illinois
$8.56M -$423K 2 0.04% Reduced
266
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$8.5M -$138K 1 0.53% Reduced
267
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$8.46M -$199K 1 0.11% Reduced
268
SGK
Steigerwald Gordon & Koch
Virginia
$8.34M +$148K 1 1.97% Increased
269
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$8.31M +$6.19M 2 0.22% Increased
270
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.28M +$439K 3 0.12% Increased
271
Första AP-fonden
Första AP-fonden
Sweden
$8.16M +$1.44M 1 0.17% Increased
272
Xponance
Xponance
Pennsylvania
$8.08M +$5.66M 2 0.2% Increased
273
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$8.06M +$783K 1 0.12% Increased
274
Folketrygdfondet
Folketrygdfondet
Norway
$8.05M $0 1 0.34% Maintained
275
Stephens Inc
Stephens Inc
Arkansas
$8.05M -$1.03M 2 0.16% Reduced