← 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	LI Leeward Investments Boston, Massachusetts	$16.1M	+$16.9M	1	0.64%	New
227	Yousif Capital Management Bloomfield Hills, Michigan	$16M	-$13.6K	4	0.17%	Reduced
228	TIAA FSB Jacksonville, Florida	$16M	+$527K	1	0.06%	Increased
229	DIA Davidson Investment Advisors Great Falls, Montana	$15.6M	+$231K	1	1.13%	Increased
230	O'Shaughnessy Asset Management Stamford, Connecticut	$15.6M	-$20.9M	2	0.26%	Reduced
231	VW Vantage Wealth Pasadena, California	$15.5M	+$521K	1	3.45%	Increased
232	Susquehanna International Group Bala Cynwyd, Pennsylvania	$15.5M	-$3.99M	3	0%	Reduced
233	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$15.4M	+$6.46M	1	0.02%	Increased
234	CIA CCM Investment Advisers Columbia, South Carolina	$15.3M	+$1.88K	1	2.08%	Increased
235	Alpha Cubed Investments Irvine, California	$15.1M	+$485K	1	0.97%	Increased
236	Synovus Financial Columbus, Georgia	$14.8M	-$1.06M	2	0.16%	Reduced
237	Gotham Asset Management New York	$14.6M	+$1.73M	3	0.45%	Increased
238	LBC Lowe Brockenbrough & Co Richmond, Virginia	$14.4M	-$123K	1	1.07%	Reduced
239	Moore Capital Management New York	$14.3M	-$6.28M	1	0.36%	Reduced
240	MCM Makena Capital Management Menlo Park, California	$14.2M	-$197K	1	1.72%	Reduced
241	State of Alaska Department of Revenue Juneau, Alaska	$14.1M	-$582K	4	0.15%	Reduced
242	Renaissance Technologies New York	$14M	+$2.58M	5	0.02%	Increased
243	PDM Penn Davis McFarland Dallas, Texas	$13.9M	-$2.39M	1	2.23%	Reduced
244	TIP Torray Investment Partners Bethesda, Maryland	$13.8M	$0	1	2.22%	Maintained
245	Capital Advisors Inc Tulsa, Oklahoma	$13.6M	+$801K	1	0.37%	Increased
246	Bragg Financial Advisors Charlotte, North Carolina	$13.6M	-$678K	1	0.79%	Reduced
247	WesBanco Bank Wheeling, West Virginia	$13.4M	+$645K	1	0.51%	Increased
248	Squarepoint New York	$13.2M	+$6.1M	5	0.06%	Increased
249	Advisors Asset Management Monument, Colorado	$13.1M	+$119K	4	0.2%	Increased
250	ZCM Ziegler Capital Management Chicago, Illinois	$13M	-$101K	1	0.55%	Reduced