← 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
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$13M -$1.16M 1 0.66% Reduced
252
WhitTier Trust Company
WhitTier Trust Company
Nevada
$13M +$1.46M 4 0.47% Increased
253
CIS
Connors Investor Services
Pennsylvania
$12.9M +$485K 1 1.34% Increased
254
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$12.9M +$109K 1 0.15% Increased
255
TPSF
Texas Permanent School Fund
Texas
$12.9M -$620K 3 0.17% Reduced
256
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$12.8M $0 1 0.11% Maintained
257
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$12.7M +$276K 1 0.17% Increased
258
William Blair & Company
William Blair & Company
Illinois
$12.7M -$193K 2 0.04% Reduced
259
Man Group
Man Group
United Kingdom
$12.5M -$41.2M 2 0.04% Reduced
260
Verition Fund Management
Verition Fund Management
Connecticut
$12.3M +$5.45M 2 0.15% Increased
261
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$12.3M +$1.36M 2 0.2% Increased
262
MC
Moors & Cabot
Massachusetts
$11.9M -$131K 2 0.74% Reduced
263
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$11.9M +$6.49M 6 0.11% Increased
264
SGK
Steigerwald Gordon & Koch
Virginia
$11.8M +$118K 1 1.81% Increased
265
JIR
James Investment Research
Ohio
$11.6M -$58.3K 2 1.21% Reduced
266
Mariner
Mariner
Kansas
$11.6M +$2.61M 3 0.04% Increased
267
Colony Group
Colony Group
Massachusetts
$11.5M +$3.86M 3 0.17% Increased
268
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$11.5M +$7.98M 4 0.1% Increased
269
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$11.3M $0 1 0.01% Maintained
270
Point72 Asset Management
Point72 Asset Management
Connecticut
$11.3M -$36.5M 2 0.05% Reduced
271
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$11.3M -$6.73M 1 0.12% Reduced
272
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.3M +$483K 3 0.11% Increased
273
AF
Alerus Financial
North Dakota
$11.3M -$107K 1 0.96% Reduced
274
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$11.2M -$941K 3 0.17% Reduced
275
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$11.2M +$1.16M 3 0.05% Increased