← 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
PDM
Penn Davis McFarland
Texas
$14.5M -$6.13K 1 2.66% Reduced
277
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$14.4M $0 1 0.18% Maintained
278
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$14.3M -$25.8M 3 0.14% Reduced
279
EIP
Easterly Investment Partners
Massachusetts
$14.3M -$8.79M 2 1.26% Reduced
280
Calamos Advisors
Calamos Advisors
Illinois
$14.2M -$1.73M 1 0.07% Reduced
281
New York Life Investment Management
New York Life Investment Management
New York
$14.1M +$3.14M 2 0.16% Increased
282
WesBanco Bank
WesBanco Bank
West Virginia
$14.1M -$1.28M 1 0.61% Reduced
283
Dakota Wealth Management
Dakota Wealth Management
Florida
$14M +$3.21M 2 0.94% Increased
284
SGK
Steigerwald Gordon & Koch
Virginia
$13.9M +$250K 1 2.07% Increased
285
Stephens Inc
Stephens Inc
Arkansas
$13.8M -$704K 1 0.26% Reduced
286
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$13.7M -$311K 1 0.52% Reduced
287
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$13.6M +$116K 3 0.74% Increased
288
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$13.6M +$4.26M 3 0.32% Increased
289
Guggenheim Capital
Guggenheim Capital
Illinois
$13.6M +$1.89M 3 0.11% Increased
290
Advisors Asset Management
Advisors Asset Management
Colorado
$13.5M +$80.4K 4 0.27% Increased
291
Braun Stacey Associates
Braun Stacey Associates
New York
$13.4M +$4.55M 1 0.35% Increased
292
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$13.4M +$6.42M 5 0.06% Increased
293
E
Ergoteles
New York
$13.1M +$9.97M 3 0.51% Increased
294
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$13M +$2.24M 1 0.43% Increased
295
Alpha Cubed Investments
Alpha Cubed Investments
California
$13M -$1.29M 1 0.94% Reduced
296
MC
Moors & Cabot
Massachusetts
$13M -$47K 2 0.89% Reduced
297
Atria Investments
Atria Investments
North Carolina
$12.9M +$544K 3 0.24% Increased
298
Ethic Inc
Ethic Inc
New York
$12.7M +$1.21M 3 0.52% Increased
299
Raymond James Trust
Raymond James Trust
Florida
$12.7M +$492K 3 0.4% Increased
300
Utah Retirement Systems
Utah Retirement Systems
Utah
$12.6M +$41.7K 2 0.18% Increased