← 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
676
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$24.5M -$3.99M 3 0.69% Reduced
677
FFM
Fullerton Fund Management
Singapore
$24.4M -$4.09M 2 1.57% Reduced
678
ROC
Running Oak Capital
Minnesota
$24.4M -$15.2M 2 4.16% Reduced
679
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$24.2M +$369K 3 0.24% Increased
680
JAFL
Jay A. Fishman Ltd
Michigan
$24.1M -$1.45M 1 1.92% Reduced
681
Cary Street Partners
Cary Street Partners
Virginia
$23.9M +$130K 3 0.52% Increased
682
GPGA
Grandeur Peak Global Advisors
Utah
$23.8M -$4.64M 1 5.52% Reduced
683
HCMT
Highland Capital Management (Tennessee)
Tennessee
$23.8M -$1.41M 2 1.1% Reduced
684
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$23.7M -$19M 1 0.28% Reduced
685
ALPS Advisors
ALPS Advisors
Colorado
$23.7M +$6.94M 6 0.11% Increased
686
Prudential plc
Prudential plc
United Kingdom
$23.7M +$9.9M 2 0.13% Increased
687
E Fund Management
E Fund Management
China
$23.6M +$4.18M 2 0.53% Increased
688
SEM
Suncoast Equity Management
Florida
$23.5M -$2.11M 1 2.94% Reduced
689
Choreo LLC
Choreo LLC
Illinois
$23.4M -$275K 5 0.26% Reduced
690
TFA
Transamerica Financial Advisors
Florida
$23.3M -$9.04M 6 1.97% Reduced
691
RIG
Renaissance Investment Group
Massachusetts
$23.3M -$909K 2 4.58% Reduced
692
AFA
Abacus FCF Advisors
Florida
$23.1M +$3.73M 2 4.25% Increased
693
Parallel Advisors
Parallel Advisors
California
$23M +$2.1M 5 0.35% Increased
694
SB
Simmons Bank
Arkansas
$22.9M +$6.26M 2 1.31% Increased
695
CCM
Compass Capital Management
Minnesota
$22.9M +$6.45M 2 1.38% Increased
696
MTC
McDaniel Terry & Co
Texas
$22.8M +$960K 1 1.78% Increased
697
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$22.8M +$3.84M 5 0.21% Increased
698
FNT
First Nebraska Trust
Nebraska
$22.8M -$51.3K 2 1.84% Reduced
699
Summit Trail Advisors
Summit Trail Advisors
New York
$22.6M +$783K 3 0.28% Increased
700
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$22.5M -$5.39M 1 0.07% Reduced