← 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
RP
Rice Partnership
Hawaii
$6.58M +$885K 1 2.11% Increased
352
Kestra Advisory Services
Kestra Advisory Services
Texas
$6.55M +$321K 3 0.07% Increased
353
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$6.53M $0 1 0.01% Maintained
354
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$6.53M +$58.7K 2 0.61% Increased
355
VDBMI
Van Den Berg Management I
Texas
$6.5M +$385K 1 1.93% Increased
356
HPIA
Hamilton Point Investment Advisors
North Carolina
$6.4M +$11.3K 1 1.95% Increased
357
Nissay Asset Management
Nissay Asset Management
Japan
$6.29M +$241K 1 0.07% Increased
358
SAM
Socorro Asset Management
Texas
$6.26M +$16.2K 1 2.92% Increased
359
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$6.25M +$6.59M 4 0.07% New
360
SFWA
Summit Financial Wealth Advisors
Louisiana
$6.25M -$2.85M 1 1.79% Reduced
361
VW
Vantage Wealth
California
$6.19M -$6.81M 1 1.71% Reduced
362
Czech National Bank
Czech National Bank
Czech Republic
$6.17M +$6.48M 1 0.18% New
363
First Manhattan
First Manhattan
New York
$6.17M -$14K 4 0.03% Reduced
364
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.1M -$2.13M 5 0.03% Reduced
365
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$6.09M +$129K 1 0.43% Increased
366
SAM
Strategy Asset Managers
California
$6.08M +$917K 2 1.65% Increased
367
SAM
Sabadell Asset Management
Spain
$6.06M +$610K 1 1.33% Increased
368
Xponance
Xponance
Pennsylvania
$6.02M +$890K 2 0.12% Increased
369
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$6.02M -$38.9K 1 0.29% Reduced
370
CSC
Cove Street Capital
California
$6.01M -$17.9K 1 1.68% Reduced
371
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$6M -$589K 1 0.69% Reduced
372
ECM
EagleClaw Capital Management
Massachusetts
$6M $0 1 1.68% Maintained
373
Grimes & Company
Grimes & Company
Massachusetts
$5.99M +$354K 1 0.31% Increased
374
MML Investors Services
MML Investors Services
Massachusetts
$5.98M +$142K 3 0.05% Increased
375
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$5.98M -$118K 4 0.09% Reduced