← 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
Becker Capital Management
Becker Capital Management
Oregon
$5.61M +$151K 1 0.24% Increased
402
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$5.61M -$110K 1 0.17% Reduced
403
CCM
Cinctive Capital Management
New York
$5.59M -$1.5M 1 0.26% Reduced
404
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$5.56M -$1.44K 3 0.13% Reduced
405
CAM
Carret Asset Management
New York
$5.5M -$523K 1 0.64% Reduced
406
Grimes & Company
Grimes & Company
Massachusetts
$5.5M +$89.8K 1 0.24% Increased
407
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$5.47M -$1.01M 6 0.2% Reduced
408
SAM
Securian Asset Management
Minnesota
$5.46M -$43.6K 2 0.11% Reduced
409
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$5.46M -$1.25M 1 0.13% Reduced
410
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$5.42M -$165K 1 0.07% Reduced
411
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$5.37M -$4.54M 2 0.05% Reduced
412
Cetera Advisors
Cetera Advisors
Colorado
$5.36M +$4.31M 1 0.13% Increased
413
CCT
Country Club Trust
Missouri
$5.35M +$64.9K 1 0.47% Increased
414
CA
Cornerstone Advisors
North Carolina
$5.33M +$1.44M 1 0.31% Increased
415
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$5.3M -$1.48M 1 0.41% Reduced
416
JWM
Jackson Wealth Management
Florida
$5.29M +$2.74K 1 0.67% Increased
417
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$5.23M -$54.6K 1 0.02% Reduced
418
ISB
Iowa State Bank
Iowa
$5.23M +$119K 1 1.47% Increased
419
PCA
Providence Capital Advisors
North Carolina
$5.23M +$130K 1 1.69% Increased
420
CP
Cumberland Partners
Ontario, Canada
$5.2M +$16.6K 1 0.41% Increased
421
MPAM
Murphy Pohlad Asset Management
Minnesota
$5.14M -$608K 1 2.08% Reduced
422
Pacer Advisors
Pacer Advisors
Pennsylvania
$5.13M -$1.47M 4 0.07% Reduced
423
TI
Truehand Inc
New Hampshire
$5.1M $0 1 3.01% Maintained
424
Sigma Planning Corp
Sigma Planning Corp
Michigan
$5.04M +$184K 3 0.15% Increased
425
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$5.03M +$359K 2 0.17% Increased