← 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
Wasatch Advisors
Wasatch Advisors
Utah
$5.3M +$417K 1 0.07% Increased
327
Advisor Group
Advisor Group
Arizona
$5.26M +$194K 5 0.05% Increased
328
RCM
Riverhead Capital Management
Delaware
$5.25M +$3.75M 3 0.24% Increased
329
Stephens Inc
Stephens Inc
Arkansas
$5.25M -$261K 1 0.15% Reduced
330
OCM
Olstein Capital Management
New York
$5.22M $0 1 0.85% Maintained
331
CIBC World Markets
CIBC World Markets
New York
$5.18M -$4.5M 1 0.05% Reduced
332
Swiss Life Asset Management
Swiss Life Asset Management
$5.16M -$14.4M 1 0.11% Reduced
333
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$5.12M +$374K 2 0.77% Increased
334
CIC
Cornercap Investment Counsel
Georgia
$5.03M -$107K 1 0.78% Reduced
335
NA
Neuburgh Advisers
California
$5M +$4.05M 2 0.2% Increased
336
TCOV
Trust Company of Vermont
Vermont
$4.99M -$60.7K 3 0.48% Reduced
337
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$4.99M -$79.2K 1 0.09% Reduced
338
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$4.96M +$246K 1 0.1% Increased
339
AMG National Trust Bank
AMG National Trust Bank
Colorado
$4.96M +$16.3K 2 0.34% Increased
340
Old Mission Capital
Old Mission Capital
Illinois
$4.91M +$5.23M 1 0.5% New
341
Intact Investment Management
Intact Investment Management
Quebec, Canada
$4.9M $0 1 0.2% Maintained
342
HR
Howe & Rusling
New York
$4.89M -$148K 2 1.03% Reduced
343
Advisors Asset Management
Advisors Asset Management
Colorado
$4.86M -$507K 4 0.1% Reduced
344
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$4.86M $0 1 0.23% Maintained
345
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$4.76M -$514K 3 0.02% Reduced
346
Calamos Advisors
Calamos Advisors
Illinois
$4.76M +$776K 1 0.03% Increased
347
ING Group
ING Group
Netherlands
$4.68M +$1.18M 1 0.1% Increased
348
GAMCO Investors
GAMCO Investors
Connecticut
$4.68M -$232K 2 0.04% Reduced
349
NCM
Nelson Capital Management
California
$4.65M -$185K 1 1.3% Reduced
350
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$4.64M -$60.4K 3 0.09% Reduced
12 13
14
15 16