← 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
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$8.77M -$94.4K 1 0.13% Reduced
302
Westpac Banking Corp
Westpac Banking Corp
Australia
$8.71M $0 1 0.13% Maintained
303
National Bank of Canada
National Bank of Canada
Quebec, Canada
$8.62M +$1.65M 3 0.05% Increased
304
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$8.6M +$13.3K 1 0.2% Increased
305
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$8.5M -$48.4K 1 0.56% Reduced
306
Bailard
Bailard
California
$8.32M +$339K 2 0.34% Increased
307
Bridgewater Associates
Bridgewater Associates
Connecticut
$8.3M -$14.6M 1 0.04% Reduced
308
Sit Investment Associates
Sit Investment Associates
Minnesota
$8.28M -$379K 1 0.25% Reduced
309
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$8.26M +$170K 1 0.5% Increased
310
Vident Investment Advisory
Vident Investment Advisory
Georgia
$8.22M +$7.66M 1 0.27% Increased
311
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$8.09M -$22.2M 2 0.05% Reduced
312
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$8.06M -$1.5M 3 0.17% Reduced
313
Ledyard National Bank
Ledyard National Bank
$8.02M +$5.74K 1 1.04% Increased
314
AFM
Andesa Financial Management
Pennsylvania
$7.96M +$4.09M 1 2.78% Increased
315
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$7.9M +$5.12M 1 0.23% Increased
316
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.83M +$558K 3 0.07% Increased
317
AIC
AWM Investment Company
New York
$7.82M +$1.41M 1 1.19% Increased
318
Trust Company of Vermont
Trust Company of Vermont
Vermont
$7.71M +$107K 3 0.61% Increased
319
Voloridge Investment Management
Voloridge Investment Management
Florida
$7.68M -$32.8M 2 0.04% Reduced
320
Cetera Advisors
Cetera Advisors
Colorado
$7.67M +$245K 1 0.2% Increased
321
New York Life Investment Management
New York Life Investment Management
New York
$7.66M -$947K 1 0.09% Reduced
322
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$7.65M -$231K 2 0.14% Reduced
323
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.63M -$2.41M 6 0% Reduced
324
Becker Capital Management
Becker Capital Management
Oregon
$7.62M +$516K 1 0.4% Increased
325
GAMCO Investors
GAMCO Investors
Connecticut
$7.56M -$13.6K 2 0.09% Reduced