← 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
376
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$5.62M +$355K 1 0.04% Increased
377
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$5.55M +$228K 5 0.07% Increased
378
BIAS
Beacon Investment Advisory Services
New Jersey
$5.52M -$53.4K 2 0.26% Reduced
379
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$5.52M -$5.64M 2 0.09% Reduced
380
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$5.44M -$3.35M 1 0.08% Reduced
381
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$5.44M -$143K 1 0.15% Reduced
382
HPIA
Hamilton Point Investment Advisors
North Carolina
$5.43M -$20.7K 1 1.71% Reduced
383
Gotham Asset Management
Gotham Asset Management
New York
$5.42M -$640K 2 0.18% Reduced
384
HA
Heartland Advisors
Wisconsin
$5.41M +$982K 1 0.39% Increased
385
HCMT
Highland Capital Management (Tennessee)
Tennessee
$5.39M -$383K 1 0.35% Reduced
386
ECM
EagleClaw Capital Management
Massachusetts
$5.33M -$93.2K 1 1.7% Reduced
387
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$5.28M -$95.4K 5 0.24% Reduced
388
SCM
Stormborn Capital Management
Connecticut
$5.27M +$3.99M 1 2.75% New
389
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$5.16M -$1.4M 3 0.3% Reduced
390
BOK Financial
BOK Financial
Oklahoma
$5.11M +$90.8K 2 0.1% Increased
391
AOWM
Alpha Omega Wealth Management
Virginia
$5.09M -$59.1K 1 0.86% Reduced
392
Azimuth Capital Management
Azimuth Capital Management
Michigan
$5.05M +$134K 1 0.25% Increased
393
MML Investors Services
MML Investors Services
Massachusetts
$5.04M +$214K 2 0.05% Increased
394
Sit Investment Associates
Sit Investment Associates
Minnesota
$5.01M -$1.11M 1 0.14% Reduced
395
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$5M -$7.41M 4 0.05% Reduced
396
FA
FDx Advisors
Illinois
$4.99M +$961K 3 0.21% Increased
397
SAM
Strategy Asset Managers
California
$4.87M +$1.85M 2 1.16% Increased
398
MPAM
Murphy Pohlad Asset Management
Minnesota
$4.83M -$470K 2 2.39% Reduced
399
CAM
Carret Asset Management
New York
$4.82M -$54.7K 1 0.65% Reduced
400
ECM
Estabrook Capital Management
New York
$4.82M +$113 2 0.8% Increased