← 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
Utah Retirement Systems
Utah Retirement Systems
Utah
$6.55M -$90.3K 1 0.14% Reduced
302
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$6.4M -$663K 1 0.09% Reduced
303
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$6.39M -$4.92M 1 0.02% Reduced
304
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$6.16M -$369K 1 0.04% Reduced
305
Kennedy Capital Management
Kennedy Capital Management
Missouri
$6.12M +$461K 2 0.12% Increased
306
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$6.1M -$45.9K 1 0.51% Reduced
307
EWM
Edge Wealth Management
New York
$6.05M -$381K 2 1.61% Reduced
308
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$5.9M -$4.53M 1 0.05% Reduced
309
TCOV
Trust Company of Vermont
Vermont
$5.84M +$53.7K 2 0.55% Increased
310
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$5.78M +$5.3M 1 0.18% Increased
311
Stephens Inc
Stephens Inc
Arkansas
$5.76M +$86.2K 1 0.21% Increased
312
EP
Elkfork Partners
Oregon
$5.76M -$2.81M 3 0.16% Reduced
313
FA
FDx Advisors
Illinois
$5.76M +$666K 2 0.17% Increased
314
ClearBridge Investments
ClearBridge Investments
New York
$5.74M +$315K 2 0.01% Increased
315
Wolverine Asset Management
Wolverine Asset Management
Illinois
$5.69M +$4.5M 2 0.07% Increased
316
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.65M -$67.8M 2 0.02% Reduced
317
CIC
Cornercap Investment Counsel
Georgia
$5.64M -$14.8K 1 0.8% Reduced
318
Brookstone Capital Management
Brookstone Capital Management
Illinois
$5.64M +$83.6K 1 0.51% Increased
319
Oppenheimer & Co
Oppenheimer & Co
New York
$5.64M -$84.8K 2 0.14% Reduced
320
Advisors Asset Management
Advisors Asset Management
Colorado
$5.63M +$269K 3 0.09% Increased
321
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$5.63M +$190K 1 0.1% Increased
322
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$5.62M +$80.8K 4 0.05% Increased
323
AMG National Trust Bank
AMG National Trust Bank
Colorado
$5.6M +$111K 2 0.36% Increased
324
OCM
Olstein Capital Management
New York
$5.59M $0 1 0.71% Maintained
325
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$5.58M +$5.88M 3 0.66% New