← 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
626
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$21.2M +$19.7M 2 0.14% New
627
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$21.1M $0 3 0.65% Maintained
628
PAI
Pittenger & Anderson Inc
Nebraska
$21M +$770K 2 0.84% Increased
629
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$21M +$16.4M 2 0.79% Increased
630
NIM
NXG Investment Management
Texas
$20.9M -$18.6M 1 1.04% Reduced
631
HIC
Hartline Investment Corp
Illinois
$20.8M +$604K 2 2.29% Increased
632
DF
DNCA Finance
France
$20.8M +$20.4M 3 1.19% Increased
633
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$20.7M +$8.69M 3 0.17% Increased
634
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$20.7M +$14M 3 0.35% Increased
635
PineBridge Investments
PineBridge Investments
New York
$20.5M -$1.37M 1 0.17% Reduced
636
Norinchukin Bank
Norinchukin Bank
Japan
$20.5M -$84K 2 0.24% Reduced
637
TAM
Telemark Asset Management
Massachusetts
$20.3M -$628K 1 1.88% Reduced
638
MVIP
Mar Vista Investment Partners
California
$20.2M +$14.1M 1 2.02% Increased
639
GPGA
Grandeur Peak Global Advisors
Utah
$20.1M -$3.73M 1 4.72% Reduced
640
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$20.1M -$769K 4 0.41% Reduced
641
Moran Wealth Management
Moran Wealth Management
Florida
$20.1M -$2.26M 2 0.61% Reduced
642
LCM
LVM Capital Management
Michigan
$20M -$96.8K 2 1.89% Reduced
643
HCMT
Highland Capital Management (Tennessee)
Tennessee
$19.7M +$2.21M 2 1.05% Increased
644
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$19.6M +$4.97M 2 1.06% Increased
645
Cary Street Partners
Cary Street Partners
Virginia
$19.6M +$5.44M 3 0.49% Increased
646
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$19.4M +$700K 2 0.3% Increased
647
CIG
Cullen Investment Group
Louisiana
$19.4M -$2.78M 2 2.56% Reduced
648
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$19.3M -$324K 4 0.21% Reduced
649
JAFL
Jay A. Fishman Ltd
Michigan
$19.2M +$133K 1 1.71% Increased
650
FNT
First Nebraska Trust
Nebraska
$19.1M +$318K 2 1.77% Increased