← 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
WesBanco Bank
WesBanco Bank
West Virginia
$16.6M +$53.6K 1 0.7% Increased
277
Oppenheimer & Co
Oppenheimer & Co
New York
$16.5M -$7.17M 3 0.33% Reduced
278
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$16.5M -$2.51M 4 0.2% Reduced
279
New York Life Investment Management
New York Life Investment Management
New York
$16.3M -$193K 2 0.17% Reduced
280
RAM
Rempart Asset Management
Canada
$16.2M +$1.19M 1 3.38% Increased
281
Two Sigma Investments
Two Sigma Investments
New York
$16.1M -$76.8M 5 0.04% Reduced
282
GAI
General American Investors
New York
$16.1M -$1.06M 1 1.4% Reduced
283
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$15.7M +$896K 1 0.3% Increased
284
ACM
Arosa Capital Management
Florida
$15.6M +$3.53M 1 3.96% Increased
285
Moore Capital Management
Moore Capital Management
New York
$15.6M +$13.5M 2 0.27% New
286
NRG
Nemes Rush Group
Michigan
$15.5M +$13.6M 1 2.73% New
287
MLL
Moody Lynn & Lieberson
Massachusetts
$15.5M +$11.2M 1 1.25% Increased
288
CIBC World Markets
CIBC World Markets
New York
$15M +$9.6M 1 0.12% Increased
289
PP
Prospector Partners
Connecticut
$14.7M +$396K 1 2.05% Increased
290
Raymond James Trust
Raymond James Trust
Florida
$14.5M -$405K 4 0.42% Reduced
291
Alpha Cubed Investments
Alpha Cubed Investments
California
$14.3M -$777K 1 0.97% Reduced
292
PointState Capital
PointState Capital
New York
$14.2M +$12.4M 1 0.34% New
293
Utah Retirement Systems
Utah Retirement Systems
Utah
$14.2M -$475K 2 0.2% Reduced
294
Atria Investments
Atria Investments
North Carolina
$14.2M -$846K 2 0.26% Reduced
295
TIP
Torray Investment Partners
Maryland
$14.1M $0 1 2.43% Maintained
296
AIC
AWM Investment Company
New York
$13.9M -$1.5M 1 1.89% Reduced
297
Congress Wealth Management
Congress Wealth Management
Massachusetts
$13.9M +$106K 1 0.32% Increased
298
Gotham Asset Management
Gotham Asset Management
New York
$13.6M +$221K 3 0.3% Increased
299
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$13.6M +$131K 1 0.27% Increased
300
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$13.5M -$580K 1 0.17% Reduced
10 11
12
13 14