← 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
351
CTA
Colonial Trust Advisors
South Carolina
$5.16M +$135K 1 0.81% Increased
352
Man Group
Man Group
United Kingdom
$5.15M +$3.03M 3 0.02% Increased
353
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.14M +$727K 3 0.03% Increased
354
MFWM
Motley Fool Wealth Management
Virginia
$5.09M +$207K 1 0.26% Increased
355
CCP
Corient Capital Partners
California
$5.05M +$219K 1 0.58% Increased
356
Gotham Asset Management
Gotham Asset Management
New York
$5.05M -$4.02M 2 0.16% Reduced
357
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$5.02M -$831K 1 0.35% Reduced
358
Hancock Whitney
Hancock Whitney
Mississippi
$5M +$500K 2 0.18% Increased
359
TAM
Telemark Asset Management
Massachusetts
$5M $0 1 0.6% Maintained
360
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.99M -$1.22M 5 0.01% Reduced
361
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$4.96M -$64.6K 1 0.23% Reduced
362
HCMT
Highland Capital Management (Tennessee)
Tennessee
$4.92M -$81.6K 1 0.35% Reduced
363
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$4.86M +$2.99M 3 0.07% Increased
364
TCW Group
TCW Group
California
$4.83M -$10.9M 1 0.05% Reduced
365
CC
Carlson Capital
Texas
$4.78M -$4.59M 1 0.14% Reduced
366
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$4.76M +$2.05M 4 0.07% Increased
367
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$4.76M -$678K 1 0.5% Reduced
368
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$4.75M +$23.4K 1 0.15% Increased
369
MPAM
Murphy Pohlad Asset Management
Minnesota
$4.73M -$409K 2 2.51% Reduced
370
BIAS
Beacon Investment Advisory Services
New Jersey
$4.71M -$141K 2 0.24% Reduced
371
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$4.7M -$162K 2 0.16% Reduced
372
Private Advisor Group
Private Advisor Group
New Jersey
$4.68M -$92K 2 0.06% Reduced
373
SCM
SKBA Capital Management
California
$4.67M -$6.07M 1 0.93% Reduced
374
HPIA
Hamilton Point Investment Advisors
North Carolina
$4.63M +$46.2K 1 1.63% Increased
375
ECM
EagleClaw Capital Management
Massachusetts
$4.62M -$19.6K 1 1.62% Reduced