← 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.67M +$710K 3 0.05% Increased
302
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.58M -$172K 4 0.11% Reduced
303
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$9.52M +$160K 1 0.71% Increased
304
SFWA
Summit Financial Wealth Advisors
Louisiana
$9.52M -$222K 1 2.15% Reduced
305
Private Advisor Group
Private Advisor Group
New Jersey
$9.49M +$664K 2 0.08% Increased
306
Sit Investment Associates
Sit Investment Associates
Minnesota
$9.47M +$2.98M 1 0.23% Increased
307
Bailard
Bailard
California
$9.43M +$120K 2 0.33% Increased
308
Stephens Inc
Stephens Inc
Arkansas
$9.39M +$198K 1 0.14% Increased
309
AFM
Andesa Financial Management
Pennsylvania
$9.29M -$43.1K 1 2.8% Reduced
310
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$9.29M +$1.2M 1 0.27% Increased
311
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$9.24M +$616K 6 0.09% Increased
312
GAMCO Investors
GAMCO Investors
Connecticut
$9.1M -$18.9K 2 0.08% Reduced
313
EFIC
Eliot Finkel Investment Counsel
California
$9.07M -$86.5K 1 5.83% Reduced
314
FFBTD
First Financial Bank - Trust Division
Ohio
$9.05M +$90.2K 1 0.99% Increased
315
RP
Rice Partnership
Hawaii
$8.97M -$208K 1 2.82% Reduced
316
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$8.86M -$160K 1 0.91% Reduced
317
UIC
Uniplan Investment Counsel
Wisconsin
$8.83M -$614K 1 0.52% Reduced
318
TCOV
Trust Company of Vermont
Vermont
$8.81M +$9.89K 3 0.61% Increased
319
LNB
Ledyard National Bank
$8.76M -$59.7K 1 0.9% Reduced
320
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$8.69M +$50K 2 0.19% Increased
321
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.68M +$263K 5 0.02% Increased
322
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$8.67M +$575K 1 0.06% Increased
323
PP
Prospector Partners
Connecticut
$8.63M +$64.9K 1 1.09% Increased
324
NFAM
North Fourth Asset Management
New Jersey
$8.62M +$6.51M 1 1.52% Increased
325
M
MOTCO
Texas
$8.6M +$359K 1 0.56% Increased