← 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
Millennium Management
Millennium Management
New York
$5.56M -$30.1M 4 0.01% Reduced
277
Capital International Inc
Capital International Inc
California
$5.45M -$1.13M 1 0.66% Reduced
278
TIM
Thompson Investment Management
Wisconsin
$5.38M -$219K 1 1.1% Reduced
279
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.35M -$232K 1 1% Reduced
280
Advisors Asset Management
Advisors Asset Management
Colorado
$5.35M -$539K 3 0.09% Reduced
281
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$5.23M +$601K 1 0.12% Increased
282
DIA
Davidson Investment Advisors
Montana
$5.23M -$23.7K 1 0.88% Reduced
283
KBI Global Investors
KBI Global Investors
Ireland
$5.2M +$5.35M 1 0.14% New
284
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$5.09M -$93.5K 2 0.07% Reduced
285
SIC
Schwartz Investment Counsel
Michigan
$5.03M +$921K 1 0.36% Increased
286
Utah Retirement Systems
Utah Retirement Systems
Utah
$5M -$12.3K 1 0.13% Reduced
287
Putnam Investments
Putnam Investments
Massachusetts
$4.92M +$1.13M 2 0.01% Increased
288
KLWA
Kelly Lawrence W & Associates
California
$4.68M $0 1 1.08% Maintained
289
HIM
Hanlon Investment Management
New Jersey
$4.63M -$3.28M 1 0.4% Reduced
290
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$4.61M +$20.9K 2 0.32% Increased
291
KIA
KCM Investment Advisors
California
$4.58M +$185K 2 0.32% Increased
292
Andra AP-fonden
Andra AP-fonden
Sweden
$4.53M +$805K 1 0.12% Increased
293
KFP
Keystone Financial Planning
Ohio
$4.52M +$127K 1 3.06% Increased
294
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$4.42M -$203K 1 0.1% Reduced
295
Bridges Investment Management
Bridges Investment Management
Nebraska
$4.4M -$316K 1 0.76% Reduced
296
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$4.39M -$312K 1 0.08% Reduced
297
TCOV
Trust Company of Vermont
Vermont
$4.29M -$177K 2 0.57% Reduced
298
Brown Advisory
Brown Advisory
Maryland
$4.27M -$211K 2 0.02% Reduced
299
CCM
Cadence Capital Management
Massachusetts
$4.23M -$171K 1 0.32% Reduced
300
EWM
Edge Wealth Management
New York
$4.18M -$161K 2 1.74% Reduced