← 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
Cullen Capital Management
Cullen Capital Management
New York
$11.4M +$30.7K 2 0.45% Increased
252
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.3M -$1.94M 1 0.03% Reduced
253
Swiss Life Asset Management
Swiss Life Asset Management
$11.1M +$6.81M 1 0.21% Increased
254
WBC
Westpac Banking Corp
Australia
$10.9M -$188K 1 0.14% Reduced
255
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$10.8M +$113K 2 0.18% Increased
256
TPSF
Texas Permanent School Fund
Texas
$10.6M -$433K 4 0.16% Reduced
257
Pinnacle Associates
Pinnacle Associates
New York
$10.4M -$100K 2 0.23% Reduced
258
RCYC
Richard C. Young & Co
Rhode Island
$10.3M +$193K 1 1.71% Increased
259
MAI Capital Management
MAI Capital Management
Ohio
$10.3M +$164K 1 0.33% Increased
260
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$10.3M -$4.13M 1 0.03% Reduced
261
Nomura Asset Management
Nomura Asset Management
Japan
$10.1M -$1.25M 1 0.09% Reduced
262
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$10.1M -$132K 1 0.29% Reduced
263
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$10.1M +$8.99M 1 0.1% New
264
PP
Prospector Partners
Connecticut
$10.1M -$3.89M 2 1.41% Reduced
265
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$10.1M +$10.7K 1 0.15% Increased
266
IP
Interval Partners
New York
$9.98M +$9.06M 1 0.36% New
267
DIA
Davidson Investment Advisors
Montana
$9.93M -$126K 1 0.97% Reduced
268
CIC
Cornercap Investment Counsel
Georgia
$9.88M +$1.76M 4 1.33% Increased
269
PIA
Piedmont Investment Advisors
North Carolina
$9.88M +$61.9K 2 0.34% Increased
270
DA
Denali Advisors
California
$9.88M -$2.31M 1 1.4% Reduced
271
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$9.88M +$10M 2 0.22% New
272
JIR
James Investment Research
Ohio
$9.87M +$166K 1 0.69% Increased
273
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$9.87M -$256K 6 0.06% Reduced
274
DAM
Delta Asset Management
Tennessee
$9.81M -$56.1K 1 1.22% Reduced
275
Synovus Financial
Synovus Financial
Georgia
$9.71M -$35.7K 3 0.13% Reduced