← 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
Mariner
Mariner
Kansas
$15.6M +$5.56M 3 0.06% Increased
227
DP
DDD Partners
Washington
$15.5M -$2.6M 1 2.82% Reduced
228
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$15.5M +$2.22M 2 0.33% Increased
229
Two Sigma Advisers
Two Sigma Advisers
New York
$15.5M -$1.85M 6 0.04% Reduced
230
Comerica Bank
Comerica Bank
Texas
$15.2M +$84.8K 4 0.13% Increased
231
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$14.8M -$86.3K 1 0.81% Reduced
232
Calamos Advisors
Calamos Advisors
Illinois
$14.6M $0 1 0.07% Maintained
233
Guggenheim Capital
Guggenheim Capital
Illinois
$14.6M -$2.42M 4 0.13% Reduced
234
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$14.5M -$193K 1 0.05% Reduced
235
ProShare Advisors
ProShare Advisors
Maryland
$14.3M -$845K 3 0.06% Reduced
236
DIA
Davidson Investment Advisors
Montana
$14.2M +$442K 1 1.19% Increased
237
CIA
CCM Investment Advisers
South Carolina
$13.9M +$96.4K 1 2.37% Increased
238
Alpha Cubed Investments
Alpha Cubed Investments
California
$13.5M +$98.5K 1 1.06% Increased
239
NFAM
North Fourth Asset Management
New Jersey
$13.4M +$458K 1 3.4% Increased
240
Synovus Financial
Synovus Financial
Georgia
$13.3M +$150K 2 0.16% Increased
241
Aberdeen Group
Aberdeen Group
United Kingdom
$13.2M -$164K 1 0.04% Reduced
242
Scout Investments
Scout Investments
Missouri
$13.2M +$11.6M 1 0.27% Increased
243
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$13M +$12.9M 2 0.34% Increased
244
Yousif Capital Management
Yousif Capital Management
Michigan
$12.8M -$357K 4 0.18% Reduced
245
UBS O'Connor
UBS O'Connor
Illinois
$12.7M +$13.4M 1 0.14% New
246
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$12.7M -$859K 4 0.17% Reduced
247
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$12.6M +$7.75M 1 0.76% Increased
248
WhitTier Trust Company
WhitTier Trust Company
Nevada
$12.6M +$525K 3 0.54% Increased
249
LI
Leeward Investments
Massachusetts
$12.5M -$263K 1 0.6% Reduced
250
WIC
Willis Investment Counsel
Georgia
$12.5M +$6.94M 1 0.91% Increased