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 | |
|---|---|---|---|---|---|---|---|
| 176 |
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| $21.8M | +$2.74M | 6 | 0.4% | Increased |
|
| 177 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| $21.6M | +$73.9K | 2 | 0.14% | Increased |
|
| 178 |
Comerica Bank
Dallas,
Texas
| $21.5M | -$789K | 5 | 0.14% | Reduced |
|
| 179 |
Man Group
London,
United Kingdom
| $21.3M | +$14.2M | 2 | 0.09% | Increased |
|
| 180 |
Manning & Napier Group
Fairport,
New York
| $21.2M | -$1.1M | 1 | 0.2% | Reduced |
|
| 181 |
Aberdeen Group
Edinburgh,
United Kingdom
| $20.8M | +$391K | 1 | 0.05% | Increased |
|
| 182 |
Primecap Management
Pasadena,
California
| $20.7M | $0 | 1 | 0.02% | Maintained |
|
| 183 |
Commonwealth Equity Services
Waltham,
Massachusetts
| $20.6M | +$633K | 3 | 0.06% | Increased |
|
| 184 |
Braun Stacey Associates
New York
| $20.5M | +$7.38M | 1 | 0.92% | Increased |
|
| 185 |
DP
DDD Partners
Bellevue,
Washington
| $20.3M | +$997K | 1 | 4.01% | Increased |
|
| 186 |
BNP Paribas Asset Management
Paris,
France
| $20.2M | -$810K | 2 | 0.09% | Reduced |
|
| 187 |
Axa
Paris,
France
| $20.1M | -$702K | 4 | 0.06% | Reduced |
|
| 188 |
Eastern Bank
Boston,
Massachusetts
| $20M | +$60.5K | 1 | 1.12% | Increased |
|
| 189 |
GGI
Godsey & Gibb Inc
Richmond,
Virginia
| $20M | -$569K | 1 | 2.69% | Reduced |
|
| 190 |
Swiss Life Asset Management
Zurich,
| $19.9M | +$12.1M | 1 | 0.29% | Increased |
|
| 191 |
IP
Interval Partners
New York
| $19.7M | +$17.7M | 2 | 0.83% | Increased |
|
| 192 |
Guggenheim Capital
Chicago,
Illinois
| $19.7M | +$4.04M | 4 | 0.12% | Increased |
|
| 193 |
Jane Street
New York
| $19.6M | +$17M | 4 | 0.01% | Increased |
|
| 194 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
| $19.6M | -$1.52M | 1 | 0.89% | Reduced |
|
| 195 |
Osaic Holdings
Scottsdale,
Arizona
| $19.1M | +$591K | 6 | 0.05% | Increased |
|
| 196 |
EIP
Easterly Investment Partners
Beverly,
Massachusetts
| $19M | -$95.7M | 2 | 2.63% | Reduced |
|
| 197 |
QS Investors
New York
| $19M | -$4.11M | 1 | 0.23% | Reduced |
|
| 198 |
GAI
General American Investors
New York
| $18.5M | $0 | 1 | 1.83% | Maintained |
|
| 199 |
DAM
Delta Asset Management
Memphis,
Tennessee
| $18.5M | +$38.8K | 1 | 2.04% | Increased |
|
| 200 |
M&T Bank
Buffalo,
New York
| $18.3M | +$351K | 3 | 0.08% | Increased |
|