← 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
426
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$6.59M +$500K 1 0.19% Increased
427
Panagora Asset Management
Panagora Asset Management
Massachusetts
$6.52M -$2.29M 4 0.04% Reduced
428
Shelton Capital Management
Shelton Capital Management
Colorado
$6.51M -$648K 3 0.23% Reduced
429
SAM
Strategy Asset Managers
California
$6.5M -$3.34M 1 1.44% Reduced
430
PAM
Pegasus Asset Management
New York
$6.46M -$12.5K 1 2.88% Reduced
431
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$6.45M +$106K 1 0.22% Increased
432
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$6.41M -$17.4M 2 0.14% Reduced
433
DWT
Dorsey & Whitney Trust
South Dakota
$6.39M -$585K 2 0.53% Reduced
434
GCM
Greenland Capital Management
New York
$6.36M +$5.46M 1 0.7% New
435
BFO
Boston Family Office
Massachusetts
$6.3M +$3.12M 2 0.48% Increased
436
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$6.28M +$540K 1 0.04% Increased
437
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$6.28M -$249K 4 0.24% Reduced
438
USS Investment Management
USS Investment Management
United Kingdom
$6.25M $0 1 0.07% Maintained
439
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$6.24M -$999K 1 0.62% Reduced
440
Quantinno Capital Management
Quantinno Capital Management
New York
$6.2M +$225K 3 0.35% Increased
441
AssetMark Inc
AssetMark Inc
California
$6.17M +$175K 4 0.02% Increased
442
Prudential plc
Prudential plc
United Kingdom
$6.17M +$101K 1 0.07% Increased
443
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.15M -$2.3M 3 0.03% Reduced
444
WAM
Winslow Asset Management
Ohio
$6.14M +$5.37M 1 1.32% New
445
CNBTD
Citizens National Bank Trust Department
Mississippi
$6.13M -$74.8K 1 1.62% Reduced
446
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$6.13M -$135K 1 0.39% Reduced
447
AFWM
AMJ Financial Wealth Management
Virginia
$6.12M +$5.35M 1 2.69% New
448
TBA
Tower Bridge Advisors
Pennsylvania
$6.12M -$152K 1 0.56% Reduced
449
MFG
Monte Financial Group
Connecticut
$6.05M -$69.8K 1 2.95% Reduced
450
AGAM
Avalon Global Asset Management
California
$6.03M +$879K 1 2.23% Increased