← 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
WesBanco Bank
WesBanco Bank
West Virginia
$12.2M -$273K 1 0.82% Reduced
252
TIP
Torray Investment Partners
Maryland
$12.2M +$16.9K 1 2.42% Increased
253
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$12.1M +$75.8K 1 0.83% Increased
254
TPSF
Texas Permanent School Fund
Texas
$12M +$476K 3 0.19% Increased
255
VHAM
Van Hulzen Asset Management
California
$11.9M -$917K 1 1.47% Reduced
256
LBC
Lowe Brockenbrough & Co
Virginia
$11.9M -$1.01M 1 1.14% Reduced
257
Busey Bank
Busey Bank
Illinois
$11.8M +$51.7K 2 0.59% Increased
258
Swiss Life Asset Management
Swiss Life Asset Management
$11.5M -$1.42M 1 0.2% Reduced
259
CIS
Connors Investor Services
Pennsylvania
$11.4M +$291K 1 1.49% Increased
260
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$11.4M -$2.77M 3 0.15% Reduced
261
SCM
Sirios Capital Management
Massachusetts
$11.4M -$1.04M 1 2.1% Reduced
262
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$11.3M +$7.98K 1 0.15% Increased
263
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$11.2M $0 1 0.13% Maintained
264
Colony Group
Colony Group
Massachusetts
$11.2M +$725K 3 0.2% Increased
265
PDM
Penn Davis McFarland
Texas
$11M $0 1 2.2% Maintained
266
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.7M +$19.3K 3 0.11% Increased
267
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$10.7M -$19.6M 4 0.06% Reduced
268
Creative Planning
Creative Planning
Kansas
$10.7M +$510K 3 0.02% Increased
269
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$10.6M +$7.35M 2 0.26% Increased
270
Stephens Inc
Stephens Inc
Arkansas
$10.5M +$2.52M 1 0.22% Increased
271
GIM
Goelzer Investment Management
Indiana
$10.4M +$787K 1 1.04% Increased
272
Advisors Asset Management
Advisors Asset Management
Colorado
$10.3M -$222K 4 0.2% Reduced
273
William Blair & Company
William Blair & Company
Illinois
$10.1M -$296K 3 0.05% Reduced
274
MC
Moors & Cabot
Massachusetts
$10.1M -$128K 2 0.77% Reduced
275
Första AP-fonden
Första AP-fonden
Sweden
$10M -$1.2M 1 0.12% Reduced