← 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
601
TAM
Telemark Asset Management
Massachusetts
$17.8M -$3.03M 1 1.78% Reduced
602
QCM
Qsemble Capital Management
New York
$17.7M +$17.6M 3 1.46% Increased
603
TCOV
Trust Company of Vermont
Vermont
$17.6M +$1.03M 4 0.74% Increased
604
FLII
First Long Island Investors
New York
$17.6M +$400K 1 1.29% Increased
605
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$17.4M -$304K 2 0.52% Reduced
606
LCM
LVM Capital Management
Michigan
$17.4M +$102K 2 1.62% Increased
607
XTX Topco
XTX Topco
Cayman Islands
$17.3M +$18.8M 7 0.45% New
608
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$17.3M +$11.2K 2 0.09% Increased
609
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$17.3M +$5.8M 3 0.2% Increased
610
GGHC
Gilder Gagnon Howe & Co
New York
$17.2M +$1.09M 1 0.18% Increased
611
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$17.2M +$35.4K 3 0.51% Increased
612
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$16.9M -$726K 2 0.18% Reduced
613
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$16.8M +$7.75M 2 0.23% Increased
614
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$16.8M +$15.8K 5 0.35% Increased
615
TF
Talbot Financial
Washington
$16.7M +$951K 1 1.38% Increased
616
FNT
First Nebraska Trust
Nebraska
$16.7M -$108K 2 1.53% Reduced
617
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$16.7M +$4.04K 5 0.43% Increased
618
GWM
GDS Wealth Management
Texas
$16.7M +$616K 2 1.04% Increased
619
ACMC
Anchor Capital Management Company
North Carolina
$16.6M -$5.1M 1 14.73% Reduced
620
FAB
First American Bank
Illinois
$16.6M +$11.3K 1 1% Increased
621
BRWA
B. Riley Wealth Advisors
Florida
$16.6M +$4.63M 3 0.76% Increased
622
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$16.6M +$18.4M 1 0.14% New
623
HCM
Hodges Capital Management
Texas
$16.5M -$1.57M 1 1.42% Reduced
624
PineBridge Investments
PineBridge Investments
New York
$16.5M -$7.76M 1 0.12% Reduced
625
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$16.4M +$2.69M 4 0.56% Increased