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 |
Amalgamated Bank
New York
| $71.6M | -$3.09M | 6 | 0.52% | Reduced |
|
| 277 |
Gateway Investment Advisers
Cincinnati,
Ohio
| $71.6M | +$5.45M | 3 | 0.67% | Increased |
|
| 278 |
HM Payson & Co
Portland,
Maine
| $71.2M | -$2.53M | 4 | 1% | Reduced |
|
| 279 |
Midwest Trust
Overland Park,
Kansas
| $70.7M | +$1M | 2 | 0.88% | Increased |
|
| 280 |
HRT Financial
New York
| $70.4M | +$61.9M | 5 | 0.22% | Increased |
|
| 281 |
Zurich Insurance Group
Zurich,
Switzerland
| $70M | -$54.5M | 1 | 0.49% | Reduced |
|
| 282 |
Chilton Investment Company
Stamford,
Connecticut
| $69.9M | +$8.82M | 3 | 1.46% | Increased |
|
| 283 |
ORIO
Old Republic International (ORI)
Chicago,
Illinois
| $69.1M | $0 | 1 | 2.79% | Maintained |
|
| 284 |
Cullen/Frost Bankers
San Antonio,
Texas
| $69.1M | +$3.26M | 4 | 0.76% | Increased |
|
| 285 |
Sapient Capital
Indianapolis,
Indiana
| $68.9M | -$194K | 2 | 0.97% | Reduced |
|
| 286 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $68.2M | +$3.36M | 6 | 0.18% | Increased |
|
| 287 |
Xponance
Philadelphia,
Pennsylvania
| $67.7M | +$2.96M | 5 | 0.51% | Increased |
|
| 288 |
IEQ Capital
Foster City,
California
| $67.1M | +$10.6M | 3 | 0.2% | Increased |
|
| 289 |
&Partners
Nashville,
Tennessee
| $66.5M | +$16.6M | 4 | 0.35% | Increased |
|
| 290 |
Tudor Investment Corp
Stamford,
Connecticut
| $66.5M | +$67M | 3 | 0.12% | Increased |
|
| 291 |
VCM
Valiant Capital Management
San Francisco,
California
| $66.4M | -$4.62M | 1 | 3.76% | Reduced |
|
| 292 |
Saturna Capital
Bellingham,
Washington
| $65.7M | +$359K | 3 | 0.87% | Increased |
|
| 293 |
Impax Asset Management Group
London,
United Kingdom
| $65.7M | -$23M | 2 | 0.41% | Reduced |
|
| 294 |
GAI
General American Investors
New York
| $65.4M | $0 | 1 | 3.69% | Maintained |
|
| 295 |
ProShare Advisors
Bethesda,
Maryland
| $63.8M | +$1.29M | 6 | 0.11% | Increased |
|
| 296 |
AMF Tjänstepension
Stockholm,
Sweden
| $63.6M | +$4.89M | 1 | 0.39% | Increased |
|
| 297 |
Ancora Advisors
Cleveland,
Ohio
| $63.5M | +$984K | 4 | 1.31% | Increased |
|
| 298 |
UMB Bank
Kansas City,
Missouri
| $62.9M | +$16.9M | 5 | 0.84% | Increased |
|
| 299 |
Ariel Investments
Chicago,
Illinois
| $62.5M | -$25.7M | 1 | 0.68% | Reduced |
|
| 300 |
Blackstone Inc
New York
| $62.2M | +$63.3M | 1 | 0.2% | New |
|