← 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
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$14M +$293K 1 0.73% Increased
227
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$14M +$4.29M 2 0.28% Increased
228
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$13.9M -$5.28M 1 0.04% Reduced
229
AE Wealth Management
AE Wealth Management
Kansas
$13.9M +$5.42M 2 0.11% Increased
230
Calamos Advisors
Calamos Advisors
Illinois
$13.8M +$414K 1 0.06% Increased
231
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$13.6M +$7.17M 1 0.19% Increased
232
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$13.3M -$7.05M 3 0.16% Reduced
233
LI
Leeward Investments
Massachusetts
$13.2M -$438K 1 0.6% Reduced
234
CIA
CCM Investment Advisers
South Carolina
$13.1M +$425K 1 2.1% Increased
235
DIA
Davidson Investment Advisors
Montana
$13M +$91.6K 1 1.11% Increased
236
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$12.9M +$1.22M 4 0.16% Increased
237
VW
Vantage Wealth
California
$12.9M +$102K 1 3.65% Increased
238
NFAM
North Fourth Asset Management
New Jersey
$12.9M +$3.76M 1 2.82% Increased
239
Aberdeen Group
Aberdeen Group
United Kingdom
$12.7M -$2.42M 1 0.04% Reduced
240
Alpha Cubed Investments
Alpha Cubed Investments
California
$12.7M +$153K 1 0.92% Increased
241
Yousif Capital Management
Yousif Capital Management
Michigan
$12.7M -$980K 4 0.17% Reduced
242
Synovus Financial
Synovus Financial
Georgia
$12.5M +$214K 2 0.15% Increased
243
Swiss Life Asset Management
Swiss Life Asset Management
$12.2M -$2.31M 1 0.2% Reduced
244
LBC
Lowe Brockenbrough & Co
Virginia
$12.1M +$157K 1 1.06% Increased
245
VHAM
Van Hulzen Asset Management
California
$12.1M +$13.1M 1 1.45% Increased
246
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$12M +$773K 1 0.36% Increased
247
WesBanco Bank
WesBanco Bank
West Virginia
$11.8M +$690K 1 0.52% Increased
248
MCM
Makena Capital Management
California
$11.7M +$234K 1 1.91% Increased
249
SCM
Sirios Capital Management
Massachusetts
$11.7M +$6.65M 1 2.11% Increased
250
Busey Bank
Busey Bank
Illinois
$11.6M +$2.57M 2 0.54% Increased