← 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
LBC
Lowe Brockenbrough & Co
Virginia
$6.24M -$138K 2 1.04% Reduced
277
Alpha Cubed Investments
Alpha Cubed Investments
California
$6.22M +$6.08M 1 1.49% New
278
BHTS
Bar Harbor Trust Services
Maine
$6.2M -$39.1K 1 3.23% Reduced
279
VanEck Associates
VanEck Associates
New York
$6.18M -$2.39M 1 0.03% Reduced
280
MC
Moors & Cabot
Massachusetts
$6.17M -$67.1K 2 1.02% Reduced
281
DIA
Davidson Investment Advisors
Montana
$5.96M +$32.1K 1 0.85% Increased
282
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$5.88M -$315K 1 0.05% Reduced
283
WAM
World Asset Management
Michigan
$5.82M -$522K 2 0.22% Reduced
284
Utah Retirement Systems
Utah Retirement Systems
Utah
$5.62M +$6.56K 1 0.14% Increased
285
SIC
Schwartz Investment Counsel
Michigan
$5.43M -$216K 1 0.38% Reduced
286
KIA
KCM Investment Advisors
California
$5.35M +$189K 2 0.36% Increased
287
KLWA
Kelly Lawrence W & Associates
California
$5.26M $0 1 1.17% Maintained
288
Bridges Investment Management
Bridges Investment Management
Nebraska
$5.26M +$274K 1 0.75% Increased
289
Meag Munich Ergo
Meag Munich Ergo
Germany
$5.24M +$5.05M 1 0.24% New
290
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$5.23M +$5.11M 1 0.02% New
291
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$5.2M -$433K 1 0.13% Reduced
292
TIM
Thompson Investment Management
Wisconsin
$5.16M -$553K 1 1.01% Reduced
293
VDBMI
Van Den Berg Management I
Texas
$5.15M -$4.29M 1 0.61% Reduced
294
MAM
Meeder Asset Management
Ohio
$5.13M +$3.4M 1 0.49% Increased
295
Ancora Advisors
Ancora Advisors
Ohio
$5.13M +$3.88M 1 0.37% Increased
296
Andra AP-fonden
Andra AP-fonden
Sweden
$5.08M +$4.97M 1 0.14% New
297
Brown Advisory
Brown Advisory
Maryland
$5.03M -$134K 2 0.02% Reduced
298
Martingale Asset Management
Martingale Asset Management
Massachusetts
$4.98M -$2.41M 2 0.07% Reduced
299
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.98M +$431K 3 0.04% Increased
300
Brookstone Capital Management
Brookstone Capital Management
Illinois
$4.97M +$642K 1 0.55% Increased