← 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
DIA
Davidson Investment Advisors
Montana
$7.75M -$101K 1 0.9% Reduced
277
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$7.74M +$8.43M 1 0.31% New
278
SCM
Stevens Capital Management
Pennsylvania
$7.59M -$8.37M 1 0.39% Reduced
279
Conning Inc
Conning Inc
Connecticut
$7.4M +$430K 2 0.25% Increased
280
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$7.36M -$3.54M 1 0.15% Reduced
281
DZ Bank
DZ Bank
Germany
$7.33M -$748K 2 0.03% Reduced
282
BCM
Beddow Capital Management
Wyoming
$7.3M -$3.04K 2 3.99% Reduced
283
VanEck Associates
VanEck Associates
New York
$7.28M +$399K 1 0.04% Increased
284
DAM
Delta Asset Management
Tennessee
$7.16M -$200K 1 1.11% Reduced
285
Kennedy Capital Management
Kennedy Capital Management
Missouri
$7.15M +$1.77M 2 0.18% Increased
286
JIR
James Investment Research
Ohio
$7.13M -$1.79M 1 0.44% Reduced
287
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$7.06M +$1.51M 5 0.06% Increased
288
William Blair & Company
William Blair & Company
Illinois
$7.04M +$572K 2 0.05% Increased
289
Congress Asset Management
Congress Asset Management
Massachusetts
$7M -$86.4K 2 0.11% Reduced
290
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$6.98M +$404K 1 0.42% Increased
291
MAI Capital Management
MAI Capital Management
Ohio
$6.95M +$66K 1 0.41% Increased
292
Korea Investment Corp
Korea Investment Corp
South Korea
$6.93M -$2.65M 1 0.04% Reduced
293
Synovus Financial
Synovus Financial
Georgia
$6.91M -$889K 3 0.13% Reduced
294
UIC
Uniplan Investment Counsel
Wisconsin
$6.87M -$648K 1 0.47% Reduced
295
ACPU
Arrowgrass Capital Partners (US)
Delaware
$6.87M +$7.48M 1 0.25% New
296
SGK
Steigerwald Gordon & Koch
Virginia
$6.79M -$55.2K 1 2.02% Reduced
297
AA
Apriem Advisors
California
$6.76M +$282K 1 2.38% Increased
298
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$6.72M -$24.2M 3 0.08% Reduced
299
GHCM
Glen Harbor Capital Management
California
$6.54M +$4.24M 3 0.16% Increased
300
MSA
Mason Street Advisors
Wisconsin
$6.45M +$78K 4 0.16% Increased