← 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
301
BPBT
Boston Private Bank & Trust
Massachusetts
$5.94M -$1.99M 2 0.28% Reduced
302
BWAM
Boyd Watterson Asset Management
Ohio
$5.89M -$130K 2 2.51% Reduced
303
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.88M -$45K 1 0.09% Reduced
304
TF
Trutina Financial
Washington
$5.86M -$92.1K 1 4.69% Reduced
305
FAAM
First Allied Asset Management
California
$5.84M +$5.67M 1 0.81% New
306
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$5.8M +$3.94M 2 0.2% Increased
307
Federated Hermes
Federated Hermes
Pennsylvania
$5.79M +$1.39M 2 0.02% Increased
308
Foresters Investment Management
Foresters Investment Management
New York
$5.69M +$3.6M 2 0.11% Increased
309
DIA
Davidson Investment Advisors
Montana
$5.67M +$27.4K 1 0.85% Increased
310
AIA
Alerus Investment Advisors
Minnesota
$5.66M +$1.5M 2 0.96% Increased
311
BIC
Bridges Investment Counsel
Nebraska
$5.65M -$117K 1 1.29% Reduced
312
Utah Retirement Systems
Utah Retirement Systems
Utah
$5.61M $0 1 0.15% Maintained
313
Welch & Forbes
Welch & Forbes
Massachusetts
$5.61M -$176K 1 0.16% Reduced
314
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$5.58M -$356K 1 0.07% Reduced
315
AF
Ally Financial
Michigan
$5.57M +$3.89M 1 0.62% Increased
316
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.56M -$32M 2 0.01% Reduced
317
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$5.55M +$67.1K 1 0.04% Increased
318
CIS
Connors Investor Services
Pennsylvania
$5.55M +$97.9K 2 1.26% Increased
319
TIM
Thompson Investment Management
Wisconsin
$5.55M +$166K 1 1.06% Increased
320
Oppenheimer & Co
Oppenheimer & Co
New York
$5.54M -$1.08M 2 0.16% Reduced
321
QIM
Quest Investment Management
Oregon
$5.47M -$389K 1 0.65% Reduced
322
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.45M +$330K 1 0.89% Increased
323
LM
Luminus Management
Texas
$5.44M +$5.27M 1 0.19% New
324
ProShare Advisors
ProShare Advisors
Maryland
$5.43M +$226K 2 0.06% Increased
325
Commerce Bank
Commerce Bank
Missouri
$5.42M +$106K 2 0.09% Increased