← 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
CIA
CCM Investment Advisers
South Carolina
$11.4M +$42.5K 1 1.65% Increased
252
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$11.3M +$8.85M 5 0% Increased
253
LBC
Lowe Brockenbrough & Co
Virginia
$11.1M +$128K 1 1.2% Increased
254
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11M -$605K 1 0.14% Reduced
255
TAM
Telemark Asset Management
Massachusetts
$11M +$2.22M 1 1.14% Increased
256
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$10.9M -$601K 2 0.18% Reduced
257
MC
Moors & Cabot
Massachusetts
$10.7M +$27.4K 2 0.9% Increased
258
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$10.5M -$144K 2 0.47% Reduced
259
CIBC World Markets
CIBC World Markets
New York
$10.4M -$13.6M 1 0.05% Reduced
260
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$10.4M -$938K 3 0.17% Reduced
261
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.3M -$3.01M 2 0.06% Reduced
262
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$10.3M +$4.15M 4 0.14% Increased
263
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$10.3M +$267K 1 0.56% Increased
264
CC
Cipher Capital
New York
$10.2M +$8.03M 2 1.23% Increased
265
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$10.2M -$494K 1 0.14% Reduced
266
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$10.2M -$558K 1 0.25% Reduced
267
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$10.1M +$3.71M 3 0.11% Increased
268
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$10.1M +$147K 3 0.26% Increased
269
Första AP-fonden
Första AP-fonden
Sweden
$10M +$407K 1 0.15% Increased
270
Andra AP-fonden
Andra AP-fonden
Sweden
$10M -$215K 1 0.22% Reduced
271
R.M. Davis Inc
R.M. Davis Inc
Maine
$9.86M +$9.27M 1 0.28% New
272
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.81M +$708K 1 0.02% Increased
273
STCG
Speece Thorson Capital Group
Minnesota
$9.81M -$1.5M 1 2.33% Reduced
274
BCG
Barington Capital Group
New York
$9.79M +$378K 1 14.19% Increased
275
William Blair & Company
William Blair & Company
Illinois
$9.77M +$3.46K 2 0.04% Increased