← 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
Utah Retirement Systems
Utah Retirement Systems
Utah
$9.25M +$28K 2 0.15% Increased
277
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$9.18M +$6.89M 4 0.07% Increased
278
GIM
Goelzer Investment Management
Indiana
$9.12M +$160K 1 0.88% Increased
279
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.1M -$65.6K 3 0.05% Reduced
280
Raymond James Trust
Raymond James Trust
Florida
$9M -$14.5K 3 0.32% Reduced
281
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$8.9M +$394K 4 0.15% Increased
282
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$8.89M -$8.02M 1 0.36% Reduced
283
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$8.78M -$346K 1 0.12% Reduced
284
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$8.64M +$83.4K 1 0.15% Increased
285
SFWA
Summit Financial Wealth Advisors
Louisiana
$8.63M +$524K 1 2.06% Increased
286
BCM
Bourgeon Capital Management
Connecticut
$8.59M +$80.3K 1 2.27% Increased
287
Verition Fund Management
Verition Fund Management
Connecticut
$8.56M -$2.41M 2 0.17% Reduced
288
FFBTD
First Financial Bank - Trust Division
Ohio
$8.43M +$330K 1 1.03% Increased
289
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$8.43M -$614K 1 0.06% Reduced
290
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$8.43M -$302K 1 0.09% Reduced
291
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.31M +$506K 4 0.01% Increased
292
STCG
Speece Thorson Capital Group
Minnesota
$8.31M +$2.45M 1 1.96% Increased
293
Congress Wealth Management
Congress Wealth Management
Massachusetts
$8.27M +$86.4K 1 0.21% Increased
294
WBC
Westpac Banking Corp
Australia
$8.23M -$94.1K 1 0.11% Reduced
295
Sit Investment Associates
Sit Investment Associates
Minnesota
$8.16M -$476K 1 0.25% Reduced
296
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$8.13M +$4.74M 3 0.03% Increased
297
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$8.12M -$17.5K 1 0.18% Reduced
298
Oppenheimer & Co
Oppenheimer & Co
New York
$8.11M -$17.1K 3 0.17% Reduced
299
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.1M -$15.2M 5 0.04% Reduced
300
New York Life Investment Management
New York Life Investment Management
New York
$8.09M +$8.98M 1 0.09% New