← 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
451
RIM
Redpoint Investment Management
Australia
$3.18M -$664K 1 0.17% Reduced
452
WAM
World Asset Management
Michigan
$3.14M -$26.3K 2 0.15% Reduced
453
EWM
Edge Wealth Management
New York
$3.1M +$246K 2 0.71% Increased
454
TCM
Teza Capital Management
Illinois
$3.08M +$3.01M 1 0.79% New
455
CIBC World Market
CIBC World Market
Ontario, Canada
$3.04M -$25.9K 2 0.01% Reduced
456
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$3.02M -$108K 4 0.12% Reduced
457
SCM
Stellar Capital Management
Arizona
$3.01M -$111K 1 1.94% Reduced
458
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$3M +$146K 1 0.43% Increased
459
AFM
Andesa Financial Management
Pennsylvania
$2.98M -$15.8K 1 2.88% Reduced
460
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.96M -$1.29M 1 0.04% Reduced
461
TA
Teton Advisors
New York
$2.95M $0 2 0.3% Maintained
462
GHA
GW Henssler & Associates
Georgia
$2.94M +$271K 1 0.26% Increased
463
RP
Rice Partnership
Hawaii
$2.94M +$102K 1 1.84% Increased
464
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$2.94M +$2.43M 1 0.07% Increased
465
Huntington National Bank
Huntington National Bank
Ohio
$2.93M -$60.3K 5 0.05% Reduced
466
MSL
Mackay Shields LLC
New York
$2.93M +$998K 2 0.02% Increased
467
OSNBOA
Old Second National Bank of Aurora
Illinois
$2.92M +$64.2K 1 0.98% Increased
468
FM
Foster & Motley
Ohio
$2.92M +$491K 1 0.4% Increased
469
PCA
Providence Capital Advisors
North Carolina
$2.9M +$2.83M 1 1.71% New
470
TI
Truehand Inc
New Hampshire
$2.89M $0 1 2.25% Maintained
471
BIC
Beach Investment Counsel
Pennsylvania
$2.89M -$134K 1 0.33% Reduced
472
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$2.84M -$160K 3 0.15% Reduced
473
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$2.77M +$59.3K 3 0.45% Increased
474
PT
Plimoth Trust
Massachusetts
$2.77M -$325K 1 0.91% Reduced
475
FL
Fort LP
Maryland
$2.75M +$129K 1 0.51% Increased