← 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
301
DVM
Dreman Value Management
Florida
$5.87M -$55.2K 2 0.48% Reduced
302
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$5.83M +$11.8K 1 1.19% Increased
303
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$5.81M +$5.95M 1 0.04% New
304
SC
Skylands Capital
Wisconsin
$5.78M +$2.87M 2 0.59% Increased
305
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$5.74M -$289K 1 0.07% Reduced
306
BWAM
Boyd Watterson Asset Management
Ohio
$5.67M +$261K 2 2.48% Increased
307
DCM
Dynamic Capital Management
Jersey
$5.61M +$6.27M 1 1.43% New
308
PCM
Palouse Capital Management
Washington
$5.6M +$2.28M 1 2.14% Increased
309
TIM
Thompson Investment Management
Wisconsin
$5.59M +$345K 1 1.07% Increased
310
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$5.57M +$5.05M 2 0.02% Increased
311
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$5.56M -$4.07M 1 0.08% Reduced
312
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$5.55M +$2.16M 2 0.2% Increased
313
AA
Apriem Advisors
California
$5.54M +$445K 2 2.12% Increased
314
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.53M -$247K 1 0.08% Reduced
315
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.48M +$1.27M 2 0.19% Increased
316
PIM
Progressive Investment Management
Oregon
$5.47M $0 1 1.9% Maintained
317
QIM
Quest Investment Management
Oregon
$5.47M -$323K 1 0.57% Reduced
318
Commerce Bank
Commerce Bank
Missouri
$5.43M +$216K 2 0.09% Increased
319
CCM
Cadence Capital Management
Massachusetts
$5.41M +$951K 1 0.29% Increased
320
BIC
Bridges Investment Counsel
Nebraska
$5.38M +$47.6K 1 1.24% Increased
321
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.33M +$272K 1 0.89% Increased
322
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.28M +$445K 1 0.04% Increased
323
DIA
Davidson Investment Advisors
Montana
$5.26M +$490K 1 0.82% Increased
324
Utah Retirement Systems
Utah Retirement Systems
Utah
$5.23M -$14.2K 1 0.15% Reduced
325
FPCM
Financial Partners Capital Management
New York
$5.17M +$38.5K 1 1.49% Increased