← 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
Utah Retirement Systems
Utah Retirement Systems
Utah
$9.64M +$396K 1 0.14% Increased
277
Xponance
Xponance
Pennsylvania
$9.39M -$158K 2 0.2% Reduced
278
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$9.27M +$3.72M 1 0.55% Increased
279
AF
Alerus Financial
North Dakota
$9.27M -$10.2K 1 0.94% Reduced
280
SGK
Steigerwald Gordon & Koch
Virginia
$9.27M +$100K 1 1.88% Increased
281
MSA
Mason Street Advisors
Wisconsin
$9.18M -$141K 4 0.16% Reduced
282
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$9.15M -$142K 1 0.11% Reduced
283
First Horizon Advisors
First Horizon Advisors
Tennessee
$9.12M +$56.9K 3 0.61% Increased
284
Stephens Inc
Stephens Inc
Arkansas
$9.03M -$366K 1 0.16% Reduced
285
Folketrygdfondet
Folketrygdfondet
Norway
$8.85M $0 1 0.33% Maintained
286
Conning Inc
Conning Inc
Connecticut
$8.83M -$245K 2 0.28% Reduced
287
Erste Asset Management
Erste Asset Management
Austria
$8.75M $0 1 0.24% Maintained
288
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$8.74M +$225K 1 0.09% Increased
289
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$8.74M +$2.25M 1 0.14% Increased
290
CIC
Cornercap Investment Counsel
Georgia
$8.7M +$1.75M 4 1.24% Increased
291
PCM
Penn Capital Management
Pennsylvania
$8.63M +$7.8M 2 1.09% New
292
Oppenheimer & Co
Oppenheimer & Co
New York
$8.61M +$235K 3 0.18% Increased
293
Cullen Capital Management
Cullen Capital Management
New York
$8.55M -$2.1M 2 0.47% Reduced
294
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$8.3M +$1.25M 4 0.04% Increased
295
UIC
Uniplan Investment Counsel
Wisconsin
$8.29M -$881K 1 0.57% Reduced
296
TW
Transform Wealth
Colorado
$8.15M -$3.38M 2 1.7% Reduced
297
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$8.12M -$198K 1 0.06% Reduced
298
Raymond James Trust
Raymond James Trust
Florida
$8.09M +$1.21M 3 0.31% Increased
299
WIC
Willis Investment Counsel
Georgia
$7.96M +$3.18M 1 0.54% Increased
300
WhitTier Trust Company
WhitTier Trust Company
Nevada
$7.96M +$135K 3 0.4% Increased