← 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
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$4.29M +$8.84K 1 0.07% Increased
302
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$4.24M -$15.4M 1 0.17% Reduced
303
HHC
Hutchin Hill Capital
New York
$4.15M +$4.32M 1 0.1% New
304
Bridges Investment Management
Bridges Investment Management
Nebraska
$4.14M -$1.14M 1 0.74% Reduced
305
PP
Paloma Partners
Connecticut
$4.13M +$1.4M 2 0.11% Increased
306
Virtu KCG Holdings
Virtu KCG Holdings
New York
$4.11M -$81.5K 2 0.07% Reduced
307
KIA
KCM Investment Advisors
California
$4.08M -$85.6K 2 0.32% Reduced
308
KLWA
Kelly Lawrence W & Associates
California
$4.08M +$3.99M 1 0.92% Increased
309
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$4.06M +$1.88M 1 0.24% Increased
310
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$4.05M +$16.2K 1 0.1% Increased
311
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$3.99M -$655K 2 0.03% Reduced
312
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$3.97M -$531K 2 0.13% Reduced
313
HIM
Hanlon Investment Management
New Jersey
$3.96M +$4.12M 1 0.38% New
314
B
BP
United Kingdom
$3.95M $0 1 0.16% Maintained
315
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$3.94M +$244K 1 0.09% Increased
316
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$3.9M +$85.1K 2 0.05% Increased
317
AIA
Alerus Investment Advisors
Minnesota
$3.85M +$280K 1 0.64% Increased
318
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$3.82M -$7.25M 1 0% Reduced
319
Commerce Bank
Commerce Bank
Missouri
$3.73M -$746K 2 0.06% Reduced
320
OIM
Opus Investment Management
Massachusetts
$3.73M -$417K 1 0.66% Reduced
321
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.69M -$59.7K 2 0.03% Reduced
322
EWM
Edge Wealth Management
New York
$3.68M -$269K 2 1.39% Reduced
323
Putnam Investments
Putnam Investments
Massachusetts
$3.67M -$70.4K 2 0.01% Reduced
324
PFC
Phocas Financial Corp
California
$3.63M -$3.81M 0 – Closed
325
NAM
NorthCoast Asset Management
Connecticut
$3.61M +$3.75M 1 0.23% New