← 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	LBC Lowe Brockenbrough & Co Richmond, Virginia	$14.3M	+$281K	1	1.29%	Increased
252	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$14.2M	+$13.7M	1	0.02%	Increased
253	Jane Street New York	$14M	+$111K	4	0.01%	Increased
254	TIAA FSB Jacksonville, Florida	$13.9M	+$11.9M	1	0.05%	Increased
255	Sessa Capital New York	$13.4M	-$20.6M	1	0.5%	Reduced
256	Squarepoint New York	$13.2M	-$1.39M	2	0.05%	Reduced
257	TW Transform Wealth Greenwood Village, Colorado	$13.1M	+$3.87M	2	1.6%	Increased
258	CSC Cove Street Capital El Segundo, California	$13.1M	-$582K	1	1.89%	Reduced
259	William Blair & Company Chicago, Illinois	$12.9M	+$997K	2	0.04%	Increased
260	Williams Jones Wealth Management New York	$12.8M	+$208K	1	0.18%	Increased
261	Alpha Cubed Investments Irvine, California	$12.7M	-$503K	1	0.91%	Reduced
262	Haverford Trust Company Radnor, Pennsylvania	$12.6M	+$318K	1	0.15%	Increased
263	PCM Penn Capital Management Philadelphia, Pennsylvania	$12.6M	-$2.44M	2	1.22%	Reduced
264	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$12.5M	+$11.2M	1	0.06%	Increased
265	MC Moors & Cabot Boston, Massachusetts	$12.5M	-$128K	2	0.88%	Reduced
266	Teacher Retirement System of Texas Austin, Texas	$12.5M	+$4.02M	2	0.07%	Increased
267	Gulf International Bank (UK) London, United Kingdom	$12.1M	-$47.6K	1	0.15%	Reduced
268	Calamos Advisors Naperville, Illinois	$12M	+$2.66M	1	0.06%	Increased
269	Causeway Capital Management Los Angeles, California	$12M	-$3.77M	1	0.24%	Reduced
270	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$12M	-$51.9K	1	2.5%	Reduced
271	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$11.9M	+$463K	1	1.96%	Increased
272	First National Bank of Omaha Omaha, Nebraska	$11.7M	$0	1	0.61%	Maintained
273	Kornitzer Capital Management Shawnee Mission, Kansas	$11.6M	-$421K	2	0.18%	Reduced
274	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$11.6M	+$3.42M	1	0.6%	Increased
275	Utah Retirement Systems Salt Lake City, Utah	$11.5M	-$111K	2	0.15%	Reduced