← 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
576
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$25.3M +$4.99M 2 0.79% Increased
577
Rafferty Asset Management
Rafferty Asset Management
New York
$25.3M -$8.95M 3 0.1% Reduced
578
CCG
Chatham Capital Group
Georgia
$25.2M -$2.16M 3 3.66% Reduced
579
Laurion Capital Management
Laurion Capital Management
New York
$24.9M +$27.3M 2 1.09% New
580
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$24.9M +$7.89M 2 0.5% Increased
581
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$24.6M -$64.4K 3 0.52% Reduced
582
Busey Bank
Busey Bank
Illinois
$24.6M -$107K 3 0.67% Reduced
583
OP Asset Management
OP Asset Management
$24.3M -$2.37M 1 0.21% Reduced
584
FFM
Fullerton Fund Management
Singapore
$24.1M +$23.6M 2 1.93% Increased
585
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$24M +$9.58M 1 0.25% Increased
586
NAAA
New Age Alpha Advisors
New York
$23.8M +$4.59M 3 1.11% Increased
587
HC
Headland Capital
South Carolina
$23.7M -$423K 2 6.67% Reduced
588
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$23.6M +$5.92M 4 0.13% Increased
589
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$23.5M +$21M 1 0.44% New
590
EP Wealth Advisors
EP Wealth Advisors
California
$23.5M +$1.54M 3 0.12% Increased
591
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$23.4M +$2.78M 4 0.26% Increased
592
GWM
GDS Wealth Management
Texas
$23.3M +$1.17M 2 1.4% Increased
593
BBA
BLB&B Advisors
Pennsylvania
$23.3M -$1.75M 2 0.96% Reduced
594
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$23.3M +$495K 3 0.72% Increased
595
Bailard
Bailard
California
$23.3M +$1.21M 3 0.54% Increased
596
TF
Talbot Financial
Washington
$23.2M +$778K 1 1.95% Increased
597
CCAM
Codex Capital Asset Management
Texas
$23.2M +$7.12M 2 8.97% Increased
598
NRS
Neville Rodie & Shaw
New York
$23.2M -$495K 2 1.68% Reduced
599
JGC
J. Goldman & Co
New York
$23.1M +$25M 2 0.67% New
600
USS Investment Management
USS Investment Management
United Kingdom
$23.1M +$1.04M 2 0.09% Increased