← 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
$15M +$379K 1 1.17% Increased
252
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$14.7M -$138K 4 0.15% Reduced
253
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$14.6M -$328K 1 0.84% Reduced
254
TIAA FSB
TIAA FSB
Florida
$14.4M +$504K 1 0.05% Increased
255
Alpha Cubed Investments
Alpha Cubed Investments
California
$14.2M +$1.59M 1 1.07% Increased
256
TPSF
Texas Permanent School Fund
Texas
$14.1M -$973K 3 0.17% Reduced
257
LBC
Lowe Brockenbrough & Co
Virginia
$14M -$397K 1 1.09% Reduced
258
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$14M -$1.11M 2 0.9% Reduced
259
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$14M +$2.48M 1 0.71% Increased
260
ZCM
Ziegler Capital Management
Illinois
$13.8M -$1.99M 1 0.5% Reduced
261
Scout Investments
Scout Investments
Missouri
$13.7M -$12M 2 0.2% Reduced
262
CSC
Cove Street Capital
California
$13.5M -$152K 1 2% Reduced
263
William Blair & Company
William Blair & Company
Illinois
$13.3M +$499K 2 0.05% Increased
264
Calamos Advisors
Calamos Advisors
Illinois
$13.3M +$1.26M 1 0.06% Increased
265
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$13.1M +$2.15M 1 0.16% Increased
266
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$12.7M -$6.07K 1 0.15% Reduced
267
Achmea Investment Management
Achmea Investment Management
Netherlands
$12.5M -$5.57M 1 0.38% Reduced
268
AIC
AWM Investment Company
New York
$12.5M $0 1 1.22% Maintained
269
MC
Moors & Cabot
Massachusetts
$12.4M -$109K 2 0.78% Reduced
270
Första AP-fonden
Första AP-fonden
Sweden
$12.2M +$1.44M 1 0.14% Increased
271
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$12.1M -$560K 2 0.07% Reduced
272
WesBanco Bank
WesBanco Bank
West Virginia
$12.1M +$1.38M 1 0.46% Increased
273
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$12.1M -$145K 1 0.16% Reduced
274
First Horizon Advisors
First Horizon Advisors
Tennessee
$12.1M +$514K 3 0.39% Increased
275
JIR
James Investment Research
Ohio
$12M +$2.26M 2 1.12% Increased