← 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
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$8.08M -$433K 1 0.49% Reduced
302
TCW Group
TCW Group
California
$8M +$375 1 0.1% Increased
303
JIR
James Investment Research
Ohio
$7.91M -$1.87M 2 1.06% Reduced
304
GAMCO Investors
GAMCO Investors
Connecticut
$7.87M -$123K 2 0.09% Reduced
305
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$7.86M +$846K 6 0.05% Increased
306
AIC
AWM Investment Company
New York
$7.83M +$3.18M 1 1.23% Increased
307
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$7.78M -$5.69M 2 0.14% Reduced
308
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$7.72M $0 1 0.01% Maintained
309
Stephens Inc
Stephens Inc
Arkansas
$7.67M +$179K 1 0.15% Increased
310
UIC
Uniplan Investment Counsel
Wisconsin
$7.65M +$588K 1 0.53% Increased
311
PAI
Pittenger & Anderson Inc
Nebraska
$7.65M -$113K 1 0.45% Reduced
312
Bailard
Bailard
California
$7.58M -$1.21M 2 0.3% Reduced
313
LNB
Ledyard National Bank
$7.57M -$112K 1 0.91% Reduced
314
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$7.56M +$8.39M 1 0.12% New
315
TCOV
Trust Company of Vermont
Vermont
$7.3M +$79.2K 3 0.56% Increased
316
TC
TwinBeech Capital
New York
$7.3M +$8.05M 2 0.33% New
317
Moore Capital Management
Moore Capital Management
New York
$7.27M -$6.13M 1 0.19% Reduced
318
EFIC
Eliot Finkel Investment Counsel
California
$7.18M -$29.4K 1 5.21% Reduced
319
CCP
Corient Capital Partners
California
$7.18M +$66.3K 1 0.54% Increased
320
Atria Investments
Atria Investments
North Carolina
$7.13M -$1.68M 2 0.15% Reduced
321
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$7.12M +$14.6K 3 0.18% Increased
322
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.12M -$2.48M 3 0.06% Reduced
323
Private Advisor Group
Private Advisor Group
New Jersey
$7.11M -$1.31M 2 0.06% Reduced
324
PP
Prospector Partners
Connecticut
$7.09M +$105K 1 1.03% Increased
325
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$7.04M +$1.54K 1 0.16% Increased