← 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
Hantz Financial Services
Hantz Financial Services
Michigan
$17.4M +$11.9M 2 0.44% Increased
277
Guggenheim Capital
Guggenheim Capital
Illinois
$17.1M -$878K 2 0.15% Reduced
278
Advisors Asset Management
Advisors Asset Management
Colorado
$17M -$907K 3 0.36% Reduced
279
RAM
Rempart Asset Management
Canada
$17M +$370K 1 3.78% Increased
280
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$16.9M -$566K 4 0.21% Reduced
281
Oppenheimer & Co
Oppenheimer & Co
New York
$16.9M -$642K 3 0.35% Reduced
282
Moran Wealth Management
Moran Wealth Management
Florida
$16.8M +$7.71M 1 0.65% Increased
283
Acadian Asset Management
Acadian Asset Management
Massachusetts
$16.8M -$10.9M 4 0.07% Reduced
284
NRG
Nemes Rush Group
Michigan
$16.7M +$287K 1 3.03% Increased
285
D.E. Shaw & Co
D.E. Shaw & Co
New York
$16.7M -$3.85M 5 0.02% Reduced
286
GIM
Goelzer Investment Management
Indiana
$16.6M -$2.3M 1 1.17% Reduced
287
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$16.5M -$6.99M 1 0.43% Reduced
288
WesBanco Bank
WesBanco Bank
West Virginia
$16.4M -$1.27M 1 0.71% Reduced
289
Synovus Financial
Synovus Financial
Georgia
$15.8M -$4.73M 2 0.18% Reduced
290
Raymond James Trust
Raymond James Trust
Florida
$15.7M +$412K 2 0.47% Increased
291
New York Life Investment Management
New York Life Investment Management
New York
$15.6M -$1.79M 2 0.17% Reduced
292
PR
Payden & Rygel
California
$15.5M -$14.6M 1 1.06% Reduced
293
PRIG
Payden & Rygel Investment Group
California
$15.5M +$15.7M 1 1.06% New
294
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$15.4M +$15.6M 3 0.07% New
295
FDP
Financiere des Professionnels
Quebec, Canada
$15.2M +$15.4M 1 1.46% New
296
PP
Prospector Partners
Connecticut
$15.1M -$504K 1 2.04% Reduced
297
Utah Retirement Systems
Utah Retirement Systems
Utah
$15.1M +$43.1K 2 0.22% Increased
298
Atria Investments
Atria Investments
North Carolina
$15M +$23.7K 2 0.27% Increased
299
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$14.9M +$2.16M 1 0.18% Increased
300
TIP
Torray Investment Partners
Maryland
$14.9M $0 1 2.63% Maintained