← 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
CA
Cullinan Associates
Kentucky
$9.68M +$352K 1 0.65% Increased
277
VHAM
Van Hulzen Asset Management
California
$9.49M -$688K 1 1.84% Reduced
278
NIM
Northeast Investment Management
Massachusetts
$9.45M +$4.45M 1 0.7% Increased
279
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$9.38M +$218K 1 0.07% Increased
280
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$9.26M -$3.83M 1 1.21% Reduced
281
Rockefeller Capital Management
Rockefeller Capital Management
New York
$9.17M +$815K 4 0.11% Increased
282
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$9.17M -$687K 3 0.27% Reduced
283
WI
WBI Investments
New Jersey
$9.12M +$8.55M 1 0.97% New
284
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.03M -$194K 3 0.07% Reduced
285
Los Angeles Capital Management
Los Angeles Capital Management
California
$9.02M -$212K 3 0.05% Reduced
286
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$8.93M +$357K 3 0.51% Increased
287
TIAA FSB
TIAA FSB
Florida
$8.89M +$8.34M 1 0.04% New
288
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$8.88M +$24.8K 1 0.54% Increased
289
Old Mission Capital
Old Mission Capital
Illinois
$8.88M +$7.58M 1 0.68% Increased
290
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$8.85M +$271K 1 0.45% Increased
291
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$8.85M -$362K 3 0.05% Reduced
292
MC
Moors & Cabot
Massachusetts
$8.82M -$112K 2 0.89% Reduced
293
VanEck Associates
VanEck Associates
New York
$8.78M -$282K 1 0.03% Reduced
294
Advisor Group
Advisor Group
Arizona
$8.75M +$254K 5 0.06% Increased
295
AIC
AWM Investment Company
New York
$8.75M $0 1 1.71% Maintained
296
Conning Inc
Conning Inc
Connecticut
$8.71M -$1.06M 2 0.29% Reduced
297
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$8.66M +$752K 3 0.11% Increased
298
LBC
Lowe Brockenbrough & Co
Virginia
$8.61M -$42.8K 1 1.07% Reduced
299
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$8.59M +$7.83M 4 0.21% New
300
First Eagle Investment Management
First Eagle Investment Management
New York
$8.43M -$19.1M 1 0.02% Reduced