← 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
326
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$5.56M $0 1 0.14% Maintained
327
SGAM
Steinberg Global Asset Management
Florida
$5.48M -$2.24M 2 0.81% Reduced
328
HR
Howe & Rusling
New York
$5.48M -$91.5K 2 0.99% Reduced
329
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$5.46M +$5.6M 1 0.14% New
330
NCM
Nelson Capital Management
California
$5.44M +$9.6K 1 1.41% Increased
331
ProShare Advisors
ProShare Advisors
Maryland
$5.41M -$72.2K 1 0.04% Reduced
332
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$5.38M -$219K 1 0.16% Reduced
333
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$5.33M +$498K 2 0.04% Increased
334
MSA
Mason Street Advisors
Wisconsin
$5.3M +$23.5K 3 0.12% Increased
335
BFG
Beacon Financial Group
Texas
$5.3M -$131K 1 0.9% Reduced
336
GHCM
Glen Harbor Capital Management
California
$5.25M -$2.18M 3 0.12% Reduced
337
Wasatch Advisors
Wasatch Advisors
Utah
$5.24M -$59.7K 1 0.07% Reduced
338
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$5.24M +$18.6K 1 0.59% Increased
339
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$5.23M -$515K 1 0.12% Reduced
340
Intact Investment Management
Intact Investment Management
Quebec, Canada
$5.16M +$230K 1 0.2% Increased
341
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$5.15M +$5.27M 2 0.35% Increased
342
GIM
Goelzer Investment Management
Indiana
$5.12M -$136K 1 0.61% Reduced
343
Nicholas Company
Nicholas Company
Wisconsin
$5.12M +$1.94M 1 0.12% Increased
344
CA
Cullinan Associates
Kentucky
$5.11M +$4.64M 1 0.39% Increased
345
CCM
Cadence Capital Management
Massachusetts
$5.09M +$228K 1 0.33% Increased
346
EFIC
Eliot Finkel Investment Counsel
California
$5.04M -$59.9K 1 3.55% Reduced
347
FIM
Freedom Investment Management
Connecticut
$5.01M +$379K 2 0.26% Increased
348
VHAM
Van Hulzen Asset Management
California
$5M +$78.7K 1 1.53% Increased
349
Williams Jones & Associates
Williams Jones & Associates
New York
$4.96M +$340K 1 0.12% Increased
350
Capital International
Capital International
California
$4.94M +$692K 1 0.89% Increased