← 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
276
MCIM
Meadow Creek Investment Management
Georgia
$6.6M +$1.2M 3 0.16% Increased
277
AHL Partners
AHL Partners
United Kingdom
$6.46M -$1.81M 2 0.14% Reduced
278
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$6.27M -$219K 1 0.05% Reduced
279
Gradient Investments
Gradient Investments
Minnesota
$6.25M +$5.97M 2 0.48% Increased
280
SGAM
Steinberg Global Asset Management
Florida
$6.23M +$863K 2 0.98% Increased
281
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$6.23M -$1.51M 1 0.43% Reduced
282
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$6.21M +$1.1M 1 0.06% Increased
283
Utah Retirement Systems
Utah Retirement Systems
Utah
$6.21M $0 1 0.15% Maintained
284
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$6.13M +$624K 2 0.04% Increased
285
Simplex Trading
Simplex Trading
Illinois
$6.11M +$3.61M 3 0.26% Increased
286
Jane Street
Jane Street
New York
$6.06M +$5.89M 2 0.03% New
287
Gotham Asset Management
Gotham Asset Management
New York
$6.04M -$13.7M 1 0.08% Reduced
288
PTC
Philadelphia Trust Company
Pennsylvania
$6M +$5.24M 2 0.49% Increased
289
Brookstone Capital Management
Brookstone Capital Management
Illinois
$5.99M +$477K 1 0.61% Increased
290
DA
Denali Advisors
California
$5.96M +$1.71M 1 0.88% Increased
291
NAM
Netols Asset Management
Wisconsin
$5.94M +$5.56M 1 1.34% New
292
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$5.93M +$286K 1 0.14% Increased
293
Intact Investment Management
Intact Investment Management
Quebec, Canada
$5.9M -$1.43M 1 0.24% Reduced
294
FA
FDx Advisors
Illinois
$5.84M +$1.31M 1 0.18% Increased
295
Kennedy Capital Management
Kennedy Capital Management
Missouri
$5.82M +$2.06M 2 0.1% Increased
296
KLWA
Kelly Lawrence W & Associates
California
$5.82M $0 1 1.2% Maintained
297
KBC Group
KBC Group
Belgium
$5.73M -$3.96M 1 0.05% Reduced
298
Martingale Asset Management
Martingale Asset Management
Massachusetts
$5.71M +$525K 3 0.08% Increased
299
Ancora Advisors
Ancora Advisors
Ohio
$5.58M -$86.1K 1 0.38% Reduced
300
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$5.53M +$1.43M 1 0.1% Increased