← 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
TC
TwinBeech Capital
New York
$6.52M +$6.08M 1 0.95% New
377
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$6.51M -$289K 2 0.17% Reduced
378
BIAS
Beacon Investment Advisory Services
New Jersey
$6.46M +$89K 2 0.28% Increased
379
River Road Asset Management
River Road Asset Management
Kentucky
$6.41M -$25.2M 1 0.08% Reduced
380
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$6.4M -$264K 1 0.91% Reduced
381
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$6.37M -$288K 1 0.53% Reduced
382
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$6.36M -$200K 4 0.03% Reduced
383
Bridges Investment Management
Bridges Investment Management
Nebraska
$6.36M -$121K 1 0.19% Reduced
384
Point72 Asset Management
Point72 Asset Management
Connecticut
$6.33M +$5.9M 1 0.03% New
385
HPIA
Hamilton Point Investment Advisors
North Carolina
$6.31M +$49.2K 1 1.82% Increased
386
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$6.29M +$27.2K 1 0.17% Increased
387
MFWM
Motley Fool Wealth Management
Virginia
$6.28M +$12K 1 0.28% Increased
388
FAB
First American Bank
Illinois
$6.27M +$2.02M 1 0.39% Increased
389
First Manhattan
First Manhattan
New York
$6.23M -$1.61M 4 0.03% Reduced
390
Pacer Advisors
Pacer Advisors
Pennsylvania
$6.19M -$355K 4 0.11% Reduced
391
Storebrand Asset Management
Storebrand Asset Management
Norway
$6.17M -$385K 2 0.03% Reduced
392
ECM
EagleClaw Capital Management
Massachusetts
$6.17M +$19.3K 1 1.77% Increased
393
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$6.11M -$1.55M 2 0.27% Reduced
394
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$6.06M -$712K 1 0.29% Reduced
395
Nicholas Company
Nicholas Company
Wisconsin
$6.06M +$2.4M 1 0.11% Increased
396
Sit Investment Associates
Sit Investment Associates
Minnesota
$5.99M +$206K 1 0.16% Increased
397
Azimuth Capital Management
Azimuth Capital Management
Michigan
$5.98M +$156K 1 0.28% Increased
398
Brown Advisory
Brown Advisory
Maryland
$5.96M -$749K 2 0.01% Reduced
399
Dakota Wealth Management
Dakota Wealth Management
Florida
$5.9M +$4.41M 1 0.77% Increased
400
FA
FDx Advisors
Illinois
$5.83M +$124K 3 0.22% Increased