← 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
First Horizon Advisors
First Horizon Advisors
Tennessee
$11.5M +$171K 3 0.62% Increased
277
BCG
Barington Capital Group
New York
$11.4M -$601K 1 10.64% Reduced
278
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$11.3M +$121K 1 0.13% Increased
279
Advisors Asset Management
Advisors Asset Management
Colorado
$11.3M +$465K 2 0.16% Increased
280
SG Americas Securities
SG Americas Securities
New York
$11.2M +$5.91M 3 0.05% Increased
281
MPA
Marvin & Palmer Associates
Delaware
$11.1M +$2.19M 1 4.55% Increased
282
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$11.1M -$4.61K 1 0.1% Reduced
283
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$10.9M +$1.2M 1 0.07% Increased
284
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$10.9M +$5.18M 1 0.15% Increased
285
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$10.8M $0 1 0.54% Maintained
286
Raymond James Trust
Raymond James Trust
Florida
$10.8M +$309K 3 0.36% Increased
287
Första AP-fonden
Första AP-fonden
Sweden
$10.8M -$130K 1 0.13% Reduced
288
CIS
Connors Investor Services
Pennsylvania
$10.7M -$1.68M 1 1.12% Reduced
289
WesBanco Bank
WesBanco Bank
West Virginia
$10.7M +$6.99M 1 0.4% Increased
290
SAM
Socorro Asset Management
Texas
$10.6M +$2.71M 1 3.47% Increased
291
AF
Alerus Financial
North Dakota
$10.6M -$912K 1 1.07% Reduced
292
GIM
Goelzer Investment Management
Indiana
$10.6M -$161K 1 0.88% Reduced
293
WhitTier Trust Company
WhitTier Trust Company
Nevada
$10.3M -$56.6K 3 0.43% Reduced
294
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$10.3M -$75.1K 1 0.2% Reduced
295
Conning Inc
Conning Inc
Connecticut
$10.1M +$6.75M 2 0.29% Increased
296
JIR
James Investment Research
Ohio
$10M +$1.58M 2 0.86% Increased
297
M&G Investment Management
M&G Investment Management
United Kingdom
$9.99M +$8.31M 1 0.02% Increased
298
RNC Capital Management
RNC Capital Management
California
$9.88M +$266K 1 0.52% Increased
299
Oppenheimer & Co
Oppenheimer & Co
New York
$9.78M -$620K 3 0.18% Reduced
300
Busey Bank
Busey Bank
Illinois
$9.69M +$253K 2 0.45% Increased