← 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	PCM Penn Capital Management Philadelphia, Pennsylvania	$13.7M	+$3.18M	2	1.43%	Increased
252	Baker Avenue Asset Management San Francisco, California	$13.7M	+$68.1K	1	0.84%	Increased
253	Associated Banc-Corp Green Bay, Wisconsin	$13.7M	+$4.12M	1	0.85%	Increased
254	DIA Davidson Investment Advisors Great Falls, Montana	$13.6M	+$427K	1	1.16%	Increased
255	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$13.5M	+$291K	1	0.61%	Increased
256	Jane Street New York	$13.4M	-$7.96M	5	0.01%	Reduced
257	LBC Lowe Brockenbrough & Co Richmond, Virginia	$13.1M	+$315K	1	1.27%	Increased
258	CA Cullinan Associates Louisville, Kentucky	$13.1M	-$3.06M	1	0.75%	Reduced
259	TU TDAM USA Toronto, Ontario, Canada	$13.1M	-$903K	2	0.79%	Reduced
260	Qube Research & Technologies (QRT) London, United Kingdom	$13M	+$6.42M	5	0.21%	Increased
261	Cubist Systematic Strategies Stamford, Connecticut	$12.8M	+$862K	5	0.16%	Increased
262	Carnegie Investment Counsel Pepper Pike, Ohio	$12.4M	+$299K	2	0.52%	Increased
263	Alpha Cubed Investments Irvine, California	$12.3M	-$1.1M	1	0.96%	Reduced
264	BCG Barington Capital Group New York	$12.1M	$0	1	12.72%	Maintained
265	Williams Jones Wealth Management New York	$11.8M	+$1.59M	1	0.18%	Increased
266	First National Bank of Omaha Omaha, Nebraska	$11.7M	-$129K	1	0.61%	Reduced
267	CIS Connors Investor Services Wyomissing, Pennsylvania	$11.6M	+$3.09M	1	1.32%	Increased
268	MC Moors & Cabot Boston, Massachusetts	$11.6M	-$433K	2	0.89%	Reduced
269	GF Greenhouse Funds Baltimore, Maryland	$11.5M	+$10.6M	1	1.24%	New
270	Maven Securities St Helier, Jersey	$11.5M	+$10.5M	3	0.51%	Increased
271	Haverford Trust Company Radnor, Pennsylvania	$11.4M	-$241K	1	0.15%	Reduced
272	Gulf International Bank (UK) London, United Kingdom	$11.3M	-$1.25M	1	0.16%	Reduced
273	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$11.2M	-$53.9K	1	2.36%	Reduced
274	William Blair & Company Chicago, Illinois	$10.9M	-$66.7K	2	0.04%	Reduced
275	Kornitzer Capital Management Shawnee Mission, Kansas	$10.8M	-$998K	2	0.17%	Reduced