← 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
MCM
Makena Capital Management
California
$9.96M -$1.69M 1 1.66% Reduced
277
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$9.95M -$220K 2 0.63% Reduced
278
HA
Heartland Advisors
Wisconsin
$9.95M +$872K 1 0.74% Increased
279
SGK
Steigerwald Gordon & Koch
Virginia
$9.94M +$395K 1 1.82% Increased
280
Brookfield Corp
Brookfield Corp
Ontario, Canada
$9.83M +$10.3M 1 0.04% New
281
Utah Retirement Systems
Utah Retirement Systems
Utah
$9.83M +$56K 2 0.16% Increased
282
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$9.71M -$316K 1 0.17% Reduced
283
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$9.68M +$358K 1 0.11% Increased
284
Cetera Advisor Networks
Cetera Advisor Networks
California
$9.6M +$4.19M 2 0.12% Increased
285
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$9.52M +$3.17M 2 0.04% Increased
286
Raymond James Trust
Raymond James Trust
Florida
$9.41M -$8.87K 3 0.35% Reduced
287
BCM
Bourgeon Capital Management
Connecticut
$9.27M +$181K 1 2.55% Increased
288
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$9.23M +$10.1M 3 0.16% New
289
ZCM
Ziegler Capital Management
Illinois
$9.23M -$1.9M 1 0.41% Reduced
290
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.19M -$205K 3 0.05% Reduced
291
STCG
Speece Thorson Capital Group
Minnesota
$9.09M +$309K 1 2.07% Increased
292
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$9.03M +$862K 3 0.05% Increased
293
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$9.01M -$53.5K 1 0.17% Reduced
294
Congress Wealth Management
Congress Wealth Management
Massachusetts
$8.99M +$256K 1 0.24% Increased
295
FFBTD
First Financial Bank - Trust Division
Ohio
$8.98M +$55K 1 1.1% Increased
296
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$8.87M -$457K 4 0.16% Reduced
297
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$8.83M -$151K 1 0.38% Reduced
298
Laurion Capital Management
Laurion Capital Management
New York
$8.83M +$9.27M 1 0.05% New
299
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.81M +$207K 4 0.02% Increased
300
Atria Investments
Atria Investments
North Carolina
$8.8M +$1.48M 3 0.19% Increased
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