← 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
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$6.52M -$303K 4 0.03% Reduced
377
Nicholas Company
Nicholas Company
Wisconsin
$6.49M $0 1 0.11% Maintained
378
Shelton Capital Management
Shelton Capital Management
Colorado
$6.45M -$4.4M 3 0.24% Reduced
379
Mariner
Mariner
Kansas
$6.25M +$802K 1 0.04% Increased
380
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$6.23M -$262K 1 0.3% Reduced
381
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$6.21M -$716K 1 0.15% Reduced
382
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$6.18M +$552K 1 0.6% Increased
383
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$6.15M -$34.7K 2 0.31% Reduced
384
Brown Advisory
Brown Advisory
Maryland
$6.13M -$113K 2 0.01% Reduced
385
Huntington National Bank
Huntington National Bank
Ohio
$6.12M +$1.86M 4 0.06% Increased
386
CIM
Cambria Investment Management
California
$6.11M +$829K 2 1.05% Increased
387
Nissay Asset Management
Nissay Asset Management
Japan
$6.11M +$336K 1 0.05% Increased
388
Jefferies Group
Jefferies Group
New York
$6.03M +$4.79M 2 0.04% Increased
389
First Manhattan
First Manhattan
New York
$6.02M -$904K 4 0.02% Reduced
390
HCMT
Highland Capital Management (Tennessee)
Tennessee
$5.99M -$146K 1 0.36% Reduced
391
AOWM
Alpha Omega Wealth Management
Virginia
$5.98M -$61.1K 1 0.98% Reduced
392
ECM
Estabrook Capital Management
New York
$5.93M +$18K 1 0.9% Increased
393
Kestra Advisory Services
Kestra Advisory Services
Texas
$5.89M -$16.6K 3 0.07% Reduced
394
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$5.86M +$28.1K 1 0.32% Increased
395
SAM
Strategy Asset Managers
California
$5.85M -$47.4K 2 1.24% Reduced
396
ALPS Advisors
ALPS Advisors
Colorado
$5.81M -$657K 2 0.05% Reduced
397
AE Wealth Management
AE Wealth Management
Kansas
$5.78M +$2.66M 3 0.05% Increased
398
TCW Group
TCW Group
California
$5.72M -$118K 1 0.05% Reduced
399
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$5.7M $0 4 0.05% Maintained
400
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$5.62M -$3.35M 1 0.12% Reduced