← 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
VDBMI
Van Den Berg Management I
Texas
$9.14M -$75.7K 1 0.97% Reduced
302
BCM
Beddow Capital Management
Wyoming
$9.13M +$1.59M 2 4.06% Increased
303
WIM
Wilen Investment Management
Florida
$9.11M -$415K 2 6.1% Reduced
304
LBC
Lowe Brockenbrough & Co
Virginia
$8.97M -$31.2K 2 1.25% Reduced
305
Conning Inc
Conning Inc
Connecticut
$8.83M -$548K 2 0.26% Reduced
306
VanEck Associates
VanEck Associates
New York
$8.74M -$906K 1 0.04% Reduced
307
MAI Capital Management
MAI Capital Management
Ohio
$8.7M +$181K 1 0.44% Increased
308
Wolverine Asset Management
Wolverine Asset Management
Illinois
$8.69M +$6.56M 1 0.1% Increased
309
GIA
Granite Investment Advisors
New Hampshire
$8.56M -$368K 1 1.5% Reduced
310
PAM
Private Asset Management
California
$8.55M -$149K 2 1.35% Reduced
311
SGK
Steigerwald Gordon & Koch
Virginia
$8.5M -$102K 1 2.13% Reduced
312
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$8.34M +$560K 5 0.21% Increased
313
AA
Apriem Advisors
California
$8.22M -$60.1K 1 1.8% Reduced
314
William Blair & Company
William Blair & Company
Illinois
$8.14M +$243K 2 0.05% Increased
315
MSA
Mason Street Advisors
Wisconsin
$8.05M -$12.5K 4 0.17% Reduced
316
Andra AP-fonden
Andra AP-fonden
Sweden
$8.01M +$98.2K 1 0.21% Increased
317
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$8.01M +$213K 1 0.45% Increased
318
NIMC
NWQ Investment Management Company
California
$7.92M -$1.96M 1 0.16% Reduced
319
Utah Retirement Systems
Utah Retirement Systems
Utah
$7.86M +$35.4K 2 0.15% Increased
320
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$7.83M +$1.71M 1 0.64% Increased
321
BHTS
Bar Harbor Trust Services
Maine
$7.61M -$63.1K 1 3.68% Reduced
322
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$7.52M +$1.02M 3 0.36% Increased
323
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$7.46M +$522K 2 0.07% Increased
324
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$7.45M -$7.52K 2 0.05% Reduced
325
Capital International Sarl
Capital International Sarl
California
$7.42M -$703K 1 0.71% Reduced