← 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
$11.1M -$188K 2 0.15% Reduced
277
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.1M -$1.93M 3 0.07% Reduced
278
Creative Planning
Creative Planning
Kansas
$11M +$1.01M 3 0.02% Increased
279
Första AP-fonden
Första AP-fonden
Sweden
$10.9M -$3.82M 1 0.12% Reduced
280
Raymond James Trust
Raymond James Trust
Florida
$10.8M -$185K 3 0.33% Reduced
281
AE Wealth Management
AE Wealth Management
Kansas
$10.8M +$1.46M 2 0.07% Increased
282
GIM
Goelzer Investment Management
Indiana
$10.8M +$76.6K 1 0.93% Increased
283
NFAM
North Fourth Asset Management
New Jersey
$10.4M -$2.43M 1 1.83% Reduced
284
Busey Bank
Busey Bank
Illinois
$10.4M -$473K 2 0.42% Reduced
285
Bailard
Bailard
California
$10.4M +$258K 3 0.35% Increased
286
Sit Investment Associates
Sit Investment Associates
Minnesota
$10.3M -$110K 1 0.28% Reduced
287
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$10.3M -$363K 1 0.1% Reduced
288
Atria Investments
Atria Investments
North Carolina
$10.3M +$1.81M 3 0.18% Increased
289
BCM
Bourgeon Capital Management
Connecticut
$10.3M +$3.46M 1 2.32% Increased
290
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$10.2M +$539K 4 0.15% Increased
291
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$10.2M +$352K 1 0.15% Increased
292
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$10.2M -$278K 1 0.52% Reduced
293
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$10.1M -$218K 1 0.11% Reduced
294
WBC
Westpac Banking Corp
Australia
$10M -$41.8K 1 0.11% Reduced
295
Private Advisor Group
Private Advisor Group
New Jersey
$10M +$537K 2 0.08% Increased
296
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$10M -$6.41M 1 0.1% Reduced
297
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$9.98M +$896K 1 0.13% Increased
298
Congress Wealth Management
Congress Wealth Management
Massachusetts
$9.87M +$438K 1 0.22% Increased
299
FFBTD
First Financial Bank - Trust Division
Ohio
$9.8M +$321K 1 1.04% Increased
300
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$9.79M -$3.13M 1 0.19% Reduced