← 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
201
Whittier Trust
Whittier Trust
California
$9.34M -$1.95M 2 0.42% Reduced
202
Capital International Inc
Capital International Inc
California
$9.3M -$1.61M 1 0.82% Reduced
203
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$9.01M +$10.9K 1 0.59% Increased
204
TIP
Torray Investment Partners
Maryland
$8.98M +$52.8K 1 0.67% Increased
205
LCP
Lombardia Capital Partners
California
$8.94M $0 1 0.45% Maintained
206
AIC
AWM Investment Company
New York
$8.78M -$48.9K 1 1.73% Reduced
207
CCMH
Cornerstone Capital Management Holdings
New York
$8.74M +$236K 2 0.07% Increased
208
SM
Stratton Management
Pennsylvania
$8.7M -$3.22M 1 1.06% Reduced
209
WesBanco Bank
WesBanco Bank
West Virginia
$8.68M -$583K 1 0.51% Reduced
210
VanEck Associates
VanEck Associates
New York
$8.63M +$960K 1 0.07% Increased
211
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$8.24M -$3.28M 1 0.06% Reduced
212
CCM
Cadence Capital Management
Massachusetts
$8.22M +$2.89M 1 0.55% Increased
213
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$8.19M -$24.7K 1 1.13% Reduced
214
Manning & Napier Advisors
Manning & Napier Advisors
New York
$8.18M -$344K 2 0.05% Reduced
215
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$8M +$18.7K 1 0.5% Increased
216
Asset Management One
Asset Management One
Japan
$7.97M -$2.26M 1 0.12% Reduced
217
Foresters Investment Management
Foresters Investment Management
New York
$7.74M +$634K 2 0.16% Increased
218
Glenmede Trust
Glenmede Trust
Pennsylvania
$7.67M +$1.32M 3 0.05% Increased
219
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$7.66M +$1.36M 1 0.14% Increased
220
GC
GMT Capital
Georgia
$7.61M -$11.6M 1 0.2% Reduced
221
VFAM
Valley Forge Asset Management
Pennsylvania
$7.53M +$316K 1 1.17% Increased
222
RCYC
Richard C. Young & Co
Rhode Island
$7.51M -$95.4K 1 1.71% Reduced
223
AL
Airain Ltd
Guernsey
$7.44M -$3.32M 1 0.51% Reduced
224
Old Mission Capital
Old Mission Capital
Illinois
$7.41M +$6.25M 1 0.93% Increased
225
Royce & Associates
Royce & Associates
New York
$7.38M -$67.7K 2 0.04% Reduced