← 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
AE Wealth Management
AE Wealth Management
Kansas
$30.2M +$5.07M 5 0.16% Increased
527
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$30.2M $0 1 0.23% Maintained
528
Andra AP-fonden
Andra AP-fonden
Sweden
$30M +$11.3M 2 0.36% Increased
529
CM
Cercano Management
Washington
$29.9M $0 2 1.29% Maintained
530
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$29.7M -$883K 2 0.33% Reduced
531
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$29.7M +$119K 2 0.94% Increased
532
World Investment Advisors
World Investment Advisors
California
$29.6M -$18.7K 3 0.48% Reduced
533
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$29.6M +$1.3M 3 1% Increased
534
DIA
Davidson Investment Advisors
Montana
$29.4M -$332K 1 1.27% Reduced
535
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$29.4M -$579K 2 1.24% Reduced
536
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$28.9M -$1.49M 3 0.43% Reduced
537
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$28.7M -$1.03M 3 0.76% Reduced
538
FLII
First Long Island Investors
New York
$28.7M +$7.9M 2 2.33% Increased
539
Chicago Capital
Chicago Capital
Illinois
$28.6M -$749K 2 0.77% Reduced
540
HHAM
HITE Hedge Asset Management
Massachusetts
$28.5M +$25.7M 1 1.61% Increased
541
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$28.5M -$1.62M 2 0.82% Reduced
542
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$28.4M +$26.7M 2 1.08% Increased
543
TCA
Troluce Capital Advisors
Puerto Rico
$28.4M +$28.5M 2 1.74% New
544
AIM
Avity Investment Management
Connecticut
$28.4M +$3.49M 2 2.07% Increased
545
Stephens Inc
Stephens Inc
Arkansas
$28.3M +$1.08M 4 0.35% Increased
546
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$28.2M -$5.47K 5 0.49% Reduced
547
ECP
Electron Capital Partners
New York
$28M +$16.4M 2 1.1% Increased
548
GGI
Godsey & Gibb Inc
Virginia
$27.9M +$147K 2 2.43% Increased
549
WIC
Willis Investment Counsel
Georgia
$27.6M $0 1 1.51% Maintained
550
TFA
Teamwork Financial Advisors
Texas
$27.5M -$8.27M 2 2.9% Reduced