← 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
276
GAMCO Investors
GAMCO Investors
Connecticut
$8.29M -$1.68M 3 0.04% Reduced
277
ProShare Advisors
ProShare Advisors
Maryland
$8.27M +$2.37M 4 0.1% Increased
278
HFS
Haverford Financial Services
Pennsylvania
$8.23M -$1.68M 1 3.76% Reduced
279
GCM
Grisanti Capital Management
New York
$8.22M +$8.07M 1 3.58% New
280
WAM
World Asset Management
Michigan
$8.2M -$1.41M 2 0.26% Reduced
281
Placemark Investments
Placemark Investments
Illinois
$8.17M -$11.5M 2 0.16% Reduced
282
Wilmington Trust
Wilmington Trust
Delaware
$8.13M -$152K 2 0.14% Reduced
283
Munder Capital Management
Munder Capital Management
Michigan
$8.11M +$635K 1 0.06% Increased
284
OCM
Olstein Capital Management
New York
$8M +$685K 2 1.09% Increased
285
Principal Financial Group
Principal Financial Group
Iowa
$7.99M +$302K 2 0.01% Increased
286
Raymond James & Associates
Raymond James & Associates
Florida
$7.92M +$576K 2 0.05% Increased
287
Perpetual Ltd
Perpetual Ltd
Australia
$7.9M +$7.75M 1 1.16% New
288
Nomura Holdings
Nomura Holdings
Japan
$7.69M -$2.73M 4 0% Reduced
289
Welch & Forbes
Welch & Forbes
Massachusetts
$7.68M -$3.13M 1 0.24% Reduced
290
BPBT
Boston Private Bank & Trust
Massachusetts
$7.61M -$63.3K 2 0.39% Reduced
291
Truist Financial
Truist Financial
North Carolina
$7.59M +$2.63M 2 0.24% Increased
292
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
$7.53M +$112K 1 0.65% Increased
293
SPC
Stewart & Patten Company
California
$7.49M -$12K 1 1.53% Reduced
294
Cullen Capital Management
Cullen Capital Management
New York
$7.47M -$1.43M 1 0.2% Reduced
295
MC
Martin Currie
United Kingdom
$7.47M -$619K 1 0.69% Reduced
296
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$7.22M -$1.21M 3 0.04% Reduced
297
QIM
Quest Investment Management
Oregon
$7.21M -$340K 1 0.68% Reduced
298
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$7.16M -$386K 1 1.55% Reduced
299
Scout Investments
Scout Investments
Missouri
$7.06M +$309K 1 0.08% Increased
300
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$6.96M +$385K 1 0.19% Increased