← 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
Virginia
$16.6M +$307K 1 1.21% Increased
252
Voloridge Investment Management
Voloridge Investment Management
Florida
$16.4M -$2.27M 1 0.09% Reduced
253
Renaissance Technologies
Renaissance Technologies
New York
$16.3M -$6.26M 4 0.02% Reduced
254
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$16.2M $0 1 0.01% Maintained
255
Calamos Advisors
Calamos Advisors
Illinois
$16M +$594K 1 0.06% Increased
256
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$15.8M +$15.2M 1 0.37% New
257
TIP
Torray Investment Partners
Maryland
$15.8M -$3.22M 1 2.32% Reduced
258
TPSF
Texas Permanent School Fund
Texas
$15.1M -$1.2M 3 0.19% Reduced
259
Advisors Asset Management
Advisors Asset Management
Colorado
$14.9M +$1.63M 4 0.21% Increased
260
William Blair & Company
William Blair & Company
Illinois
$14.9M -$425K 2 0.05% Reduced
261
ZCM
Ziegler Capital Management
Illinois
$14.9M -$861K 1 0.53% Reduced
262
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.8M -$21.1M 3 0.08% Reduced
263
Gotham Asset Management
Gotham Asset Management
New York
$14.7M +$8.15M 3 0.47% Increased
264
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$14.7M -$307K 1 0.17% Reduced
265
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$14.6M -$13.4M 1 0.39% Reduced
266
WesBanco Bank
WesBanco Bank
West Virginia
$14.6M +$586K 1 0.53% Increased
267
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$14.6M +$10.8M 1 0.12% Increased
268
First Horizon Advisors
First Horizon Advisors
Tennessee
$14.6M +$571K 3 0.44% Increased
269
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$14.5M -$125K 1 0.16% Reduced
270
CIS
Connors Investor Services
Pennsylvania
$14.2M +$1.16M 1 1.39% Increased
271
NFAM
North Fourth Asset Management
New Jersey
$14M +$8.13M 1 2.88% Increased
272
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$14M $0 2 0.9% Maintained
273
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$13.9M -$3.83M 3 0.2% Reduced
274
MC
Moors & Cabot
Massachusetts
$13.9M -$342K 2 0.86% Reduced
275
SGK
Steigerwald Gordon & Koch
Virginia
$13.9M +$266K 1 2.08% Increased