← 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
526
Leeward Investments
Leeward Investments
Massachusetts
$23.4M -$467K 1 1.2% Reduced
527
Rice Partnership
Rice Partnership
Hawaii
$23.4M +$4.06M 2 3.32% Increased
528
PineBridge Investments
PineBridge Investments
New York
$23.4M +$2.54M 1 0.17% Increased
529
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$23.3M -$308K 5 0.39% Reduced
530
PP
Prospector Partners
Connecticut
$23.2M -$1.49M 1 2.77% Reduced
531
Bailard
Bailard
California
$23.2M +$42K 3 0.5% Increased
532
Eagle Global Advisors
Eagle Global Advisors
Texas
$23.1M -$101K 1 0.89% Reduced
533
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$23M +$1.36M 3 0.85% Increased
534
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$23M -$644K 1 2.26% Reduced
535
USS Investment Management
USS Investment Management
United Kingdom
$22.8M $0 2 0.1% Maintained
536
Quadrature Capital
Quadrature Capital
United Kingdom
$22.8M -$1.95M 1 0.27% Reduced
537
Clearstead Advisors
Clearstead Advisors
Ohio
$22.7M +$729K 5 0.3% Increased
538
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
$22.6M -$1.64M 3 2.1% Reduced
539
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$22.4M +$1.32M 2 1.36% Increased
540
Synovus Financial
Synovus Financial
Georgia
$22.3M +$2.37M 3 0.25% Increased
541
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$22.2M -$121K 3 0.53% Reduced
542
Mizuho Securities USA
Mizuho Securities USA
New York
$22.1M +$1.06M 2 0.45% Increased
543
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$22M -$269K 3 1.63% Reduced
544
Connors Investor Services
Connors Investor Services
Pennsylvania
$21.8M -$2.07M 1 1.86% Reduced
545
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$21.8M +$516K 2 0.92% Increased
546
Davenport & Co
Davenport & Co
Virginia
$21.7M +$1.56M 2 0.12% Increased
547
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$21.7M +$117K 2 0.89% Increased
548
Stonegate Investment Group
Stonegate Investment Group
Alabama
$21.6M +$6.24M 2 0.5% Increased
549
Tran Capital Management
Tran Capital Management
California
$21.5M -$14.7M 1 2.57% Reduced
550
Prospera Financial Services
Prospera Financial Services
Texas
$21.5M +$2.3M 3 0.37% Increased