← 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
251
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$6.87M -$891K 2 0.17% Reduced
252
Capital International Inc
Capital International Inc
California
$6.86M -$3.81M 1 0.75% Reduced
253
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$6.83M +$6.03M 1 0.42% New
254
Wasatch Advisors
Wasatch Advisors
Utah
$6.74M -$1.4M 1 0.1% Reduced
255
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$6.7M +$676K 1 0.16% Increased
256
MC
Mitra Capital
Massachusetts
$6.65M +$5.87M 1 10.58% New
257
Moore Capital Management
Moore Capital Management
New York
$6.6M +$4.58M 1 0.27% Increased
258
KBC Group
KBC Group
Belgium
$6.57M +$3.17M 1 0.11% Increased
259
PIA
Piedmont Investment Advisors
North Carolina
$6.55M +$88.9K 1 0.14% Increased
260
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$6.45M -$14M 1 0.05% Reduced
261
BKBG
BHF Kleinwort Benson Group
Belgium
$6.44M -$1.95M 1 0.19% Reduced
262
Intact Investment Management
Intact Investment Management
Quebec, Canada
$6.43M +$525K 1 0.26% Increased
263
GAMCO Investors
GAMCO Investors
Connecticut
$6.43M -$51.8K 3 0.04% Reduced
264
SEI Investments
SEI Investments
Pennsylvania
$6.41M -$987K 3 0.04% Reduced
265
Cullen Capital Management
Cullen Capital Management
New York
$6.34M -$768K 2 0.22% Reduced
266
NBC
Neuberger Berman Canada
Ontario, Canada
$6.31M +$5.57M 1 2.32% New
267
BIA
Barry Investment Advisors
Massachusetts
$6.25M -$27.7K 1 1.99% Reduced
268
WI
WHV Investments
California
$6.21M -$96.5M 1 3.33% Reduced
269
SPC
Stewart & Patten Company
California
$6.19M +$267K 1 1.24% Increased
270
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$6.02M -$4.69M 1 0.02% Reduced
271
LBC
Lowe Brockenbrough & Co
Virginia
$6M -$96.4K 2 1.03% Reduced
272
SGK
Steigerwald Gordon & Koch
Virginia
$5.93M -$52.8K 1 2.27% Reduced
273
MC
Moors & Cabot
Massachusetts
$5.78M -$162K 2 1.04% Reduced
274
Advisors Asset Management
Advisors Asset Management
Colorado
$5.78M -$526K 3 0.1% Reduced
275
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$5.75M +$576K 1 0.24% Increased