← 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
TCM
Twin Capital Management
Pennsylvania
$9.56M +$74K 1 0.47% Increased
277
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$9.47M +$4.61M 3 0.06% Increased
278
SRAM
Stone Ridge Asset Management
New York
$9.42M +$7.69M 2 0.54% Increased
279
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$9.27M -$389K 1 0.08% Reduced
280
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$9.25M -$2.6M 1 0.08% Reduced
281
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$9.14M +$52.8K 1 0.29% Increased
282
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$8.83M -$213K 2 0.06% Reduced
283
DIA
Davidson Investment Advisors
Montana
$8.72M -$347K 1 0.91% Reduced
284
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$8.66M +$22.9K 1 0.15% Increased
285
ABC
Anchor Bolt Capital
Illinois
$8.64M -$3.08M 1 0.84% Reduced
286
MAI Capital Management
MAI Capital Management
Ohio
$8.55M +$379K 1 0.44% Increased
287
RCYC
Richard C. Young & Co
Rhode Island
$8.54M +$129K 1 1.63% Increased
288
Bridges Investment Management
Bridges Investment Management
Nebraska
$8.54M -$6.49M 1 0.35% Reduced
289
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$8.43M +$891K 2 0.19% Increased
290
William Blair & Company
William Blair & Company
Illinois
$8.4M +$896K 2 0.05% Increased
291
SAM
Sandbar Asset Management
United Kingdom
$8.33M +$7.9M 2 6.4% New
292
DAM
Delta Asset Management
Tennessee
$8.3M -$92.5K 1 1.19% Reduced
293
AA
Apriem Advisors
California
$8.27M +$312K 1 2.19% Increased
294
Andra AP-fonden
Andra AP-fonden
Sweden
$8.15M +$7.72M 1 0.24% New
295
Conning Inc
Conning Inc
Connecticut
$8.14M -$405K 2 0.25% Reduced
296
VanEck Associates
VanEck Associates
New York
$8.09M -$436K 1 0.04% Reduced
297
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$8.05M +$154K 5 0.06% Increased
298
PIA
Piedmont Investment Advisors
North Carolina
$7.86M -$1.62M 2 0.32% Reduced
299
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$7.84M +$350K 1 0.33% Increased
300
Synovus Financial
Synovus Financial
Georgia
$7.83M -$257K 3 0.13% Reduced