← 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
Squarepoint
Squarepoint
New York
$16.9M +$12.3M 5 0.07% Increased
252
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.7M +$13.2K 4 0.14% Increased
253
Synovus Financial
Synovus Financial
Georgia
$16.6M -$321K 2 0.19% Reduced
254
Kestra Advisory Services
Kestra Advisory Services
Texas
$16.6M -$3.42M 3 0.18% Reduced
255
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$16.5M -$23.2M 5 0.02% Reduced
256
WhitTier Trust Company
WhitTier Trust Company
Nevada
$16.5M +$446K 4 0.61% Increased
257
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$16.4M -$183K 4 0.19% Reduced
258
CIA
CCM Investment Advisers
South Carolina
$16.1M +$116K 1 2.28% Increased
259
Brookfield Corp
Brookfield Corp
Ontario, Canada
$16.1M -$3.9M 1 0.06% Reduced
260
National Bank of Canada
National Bank of Canada
Quebec, Canada
$16M +$1.92M 4 0.04% Increased
261
Busey Bank
Busey Bank
Illinois
$15.9M +$213K 2 0.67% Increased
262
Mutual of America Capital Management
Mutual of America Capital Management
New York
$15.8M -$109K 3 0.19% Reduced
263
WMC
Westwood Management Corporation
Illinois
$15.7M -$4.65M 1 2% Reduced
264
Yousif Capital Management
Yousif Capital Management
Michigan
$15.7M -$1.11M 5 0.2% Reduced
265
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$15.6M +$1.4M 2 0.19% Increased
266
William Blair & Company
William Blair & Company
Illinois
$15.5M +$1.36M 3 0.06% Increased
267
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$15.5M -$160K 1 0.91% Reduced
268
LBC
Lowe Brockenbrough & Co
Virginia
$15.3M -$175K 1 1.24% Reduced
269
GIM
Goelzer Investment Management
Indiana
$15.2M +$1.99M 1 1.32% Increased
270
Colony Group
Colony Group
Massachusetts
$15.2M -$1.63M 3 0.23% Reduced
271
SCM
Sirios Capital Management
Massachusetts
$15.2M +$678K 1 2.67% Increased
272
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$14.9M +$1.97M 4 0.07% Increased
273
GAI
General American Investors
New York
$14.8M $0 1 1.4% Maintained
274
Balyasny Asset Management
Balyasny Asset Management
Illinois
$14.6M -$2.97M 2 0.04% Reduced
275
CIS
Connors Investor Services
Pennsylvania
$14.6M -$155K 1 1.71% Reduced