← 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
TIP
Torray Investment Partners
Maryland
$11.5M $0 1 2.19% Maintained
252
PDM
Penn Davis McFarland
Texas
$11.4M -$59.4K 1 2.15% Reduced
253
WhitTier Trust Company
WhitTier Trust Company
Nevada
$11.4M +$705K 3 0.47% Increased
254
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$11.3M +$99.2K 1 0.75% Increased
255
TPSF
Texas Permanent School Fund
Texas
$11.2M +$186K 3 0.18% Increased
256
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$10.6M -$75.7K 1 0.14% Reduced
257
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$10.6M $0 1 0.11% Maintained
258
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$10.6M -$183K 1 0.7% Reduced
259
Första AP-fonden
Första AP-fonden
Sweden
$10.5M +$1.64M 1 0.14% Increased
260
CIS
Connors Investor Services
Pennsylvania
$10.5M -$241K 1 1.32% Reduced
261
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$10.4M -$74.1K 1 0.16% Reduced
262
ZCM
Ziegler Capital Management
Illinois
$10.4M -$465K 1 0.43% Reduced
263
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.3M +$852K 3 0.11% Increased
264
William Blair & Company
William Blair & Company
Illinois
$10.2M -$278K 3 0.05% Reduced
265
HA
Heartland Advisors
Wisconsin
$10.2M +$961K 1 0.71% Increased
266
Colony Group
Colony Group
Massachusetts
$10.2M +$430K 3 0.18% Increased
267
Advisors Asset Management
Advisors Asset Management
Colorado
$10.1M -$794K 4 0.18% Reduced
268
MC
Moors & Cabot
Massachusetts
$9.99M +$103K 2 0.72% Increased
269
SGK
Steigerwald Gordon & Koch
Virginia
$9.97M +$201K 1 1.74% Increased
270
Mariner
Mariner
Kansas
$9.87M +$264K 3 0.04% Increased
271
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.74M -$3.41M 4 0% Reduced
272
Creative Planning
Creative Planning
Kansas
$9.73M +$679K 3 0.02% Increased
273
Braun Stacey Associates
Braun Stacey Associates
New York
$9.49M -$8.31M 1 0.54% Reduced
274
ING Group
ING Group
Netherlands
$9.46M +$10.5M 1 0.11% New
275
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$9.27M -$73K 3 0.18% Reduced