← 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
226
1M
13D Management
New York
$9.81M -$251K 1 3.85% Reduced
227
Sterling Capital Management
Sterling Capital Management
North Carolina
$9.8M +$6.79M 2 0.09% Increased
228
MCM
McRae Capital Management
New Jersey
$9.72M +$24.9K 1 4% Increased
229
CCMH
Cornerstone Capital Management Holdings
New York
$9.69M -$808K 2 0.07% Reduced
230
Royce & Associates
Royce & Associates
New York
$9.68M +$1.16M 3 0.06% Increased
231
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$9.5M -$199K 1 0.11% Reduced
232
Los Angeles Capital Management
Los Angeles Capital Management
California
$9.45M -$4.53M 1 0.07% Reduced
233
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$9.39M -$34.5K 1 0.57% Reduced
234
Numeric Investors
Numeric Investors
Massachusetts
$9.31M -$7.23M 2 0.08% Reduced
235
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$9.21M -$527K 1 0.16% Reduced
236
HR
Howe & Rusling
New York
$9.04M +$913K 2 1.81% Increased
237
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$9.01M +$3.1M 2 0.02% Increased
238
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$8.88M -$294K 2 0.17% Reduced
239
Eaton Vance Management
Eaton Vance Management
Massachusetts
$8.83M +$71 1 0.02% Increased
240
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$8.73M +$6.61M 1 0.35% Increased
241
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.73M +$185K 3 0.08% Increased
242
PP
Prospector Partners
Connecticut
$8.66M -$21.3K 2 1.32% Reduced
243
HighTower Advisors
HighTower Advisors
Illinois
$8.66M +$745K 2 0.08% Increased
244
AIC
AWM Investment Company
New York
$8.49M -$56.1K 1 1.59% Reduced
245
NIMC
NWQ Investment Management Company
California
$8.31M -$646K 1 0.11% Reduced
246
AC
AFAM Capital
Texas
$8.24M -$151K 1 1.14% Reduced
247
Millennium Management
Millennium Management
New York
$8.17M +$1.41M 3 0.02% Increased
248
SGK
Steigerwald Gordon & Koch
Virginia
$8.08M +$290K 1 2.39% Increased
249
Achmea Investment Management
Achmea Investment Management
Netherlands
$8.06M +$7.72M 1 0.38% New
250
GAMCO Investors
GAMCO Investors
Connecticut
$8.05M +$25.4K 3 0.05% Increased