← 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
401
MAM
Mastrapasqua Asset Management
Tennessee
$5.81M +$5.41M 1 0.68% New
402
CIBC World Markets
CIBC World Markets
New York
$5.75M -$5.83M 2 0.04% Reduced
403
HCMT
Highland Capital Management (Tennessee)
Tennessee
$5.72M -$449K 1 0.35% Reduced
404
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$5.67M -$74.5K 5 0.22% Reduced
405
AOWM
Alpha Omega Wealth Management
Virginia
$5.64M -$208K 1 0.99% Reduced
406
CAM
Carret Asset Management
New York
$5.63M +$82.6K 1 0.7% Increased
407
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$5.6M +$435K 1 0.25% Increased
408
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$5.57M -$85.8K 2 0.3% Reduced
409
TD Private Client Wealth
TD Private Client Wealth
New York
$5.56M -$1.7M 2 0.26% Reduced
410
Atria Investments
Atria Investments
North Carolina
$5.56M +$996K 2 0.12% Increased
411
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.55M -$5.65M 1 0.03% Reduced
412
ECM
Estabrook Capital Management
New York
$5.52M -$22.9K 1 0.85% Reduced
413
Kestra Advisory Services
Kestra Advisory Services
Texas
$5.5M +$2.31M 3 0.07% Increased
414
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$5.44M -$90.2K 1 0.32% Reduced
415
Nissay Asset Management
Nissay Asset Management
Japan
$5.38M -$146K 1 0.05% Reduced
416
MAM
Meeder Asset Management
Ohio
$5.36M +$4.51M 5 0.27% Increased
417
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$5.34M -$183K 1 0.18% Reduced
418
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$5.33M -$453K 4 0.05% Reduced
419
PHK
Point72 Hong Kong
Hong Kong
$5.32M +$4.31M 2 0.18% Increased
420
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.24M -$78.2K 1 0.17% Reduced
421
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$5.23M -$186K 1 0.53% Reduced
422
TCW Group
TCW Group
California
$5.22M +$549K 1 0.05% Increased
423
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$5.21M +$405K 1 0.07% Increased
424
MPAM
Murphy Pohlad Asset Management
Minnesota
$5.2M -$106K 2 2.27% Reduced
425
SAM
Strategy Asset Managers
California
$5.19M -$54.8K 2 1.19% Reduced