← 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
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$6.45M +$222K 1 0.04% Increased
302
EWM
Edge Wealth Management
New York
$6.38M -$610K 2 1.81% Reduced
303
Kennedy Capital Management
Kennedy Capital Management
Missouri
$6.37M +$190K 2 0.11% Increased
304
WAM
World Asset Management
Michigan
$6.29M -$389K 2 0.21% Reduced
305
Synovus Financial
Synovus Financial
Georgia
$6.26M +$525K 1 0.11% Increased
306
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.21M +$1.31M 1 0.04% Increased
307
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$6.17M -$89.6K 1 0.1% Reduced
308
Oppenheimer & Co
Oppenheimer & Co
New York
$6.15M +$844K 2 0.16% Increased
309
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.05M -$5.02M 2 0.04% Reduced
310
Jane Street
Jane Street
New York
$5.94M -$11.7M 1 0.02% Reduced
311
TCOV
Trust Company of Vermont
Vermont
$5.92M +$218K 2 0.55% Increased
312
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$5.85M -$123K 1 0.13% Reduced
313
SG Americas Securities
SG Americas Securities
New York
$5.8M -$2.52M 2 0.05% Reduced
314
Advisors Asset Management
Advisors Asset Management
Colorado
$5.79M +$98.4K 3 0.1% Increased
315
Capital International Sarl
Capital International Sarl
California
$5.77M -$4.59M 1 0.54% Reduced
316
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$5.69M $0 1 0.17% Maintained
317
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$5.68M +$767K 4 0.05% Increased
318
Stephens Inc
Stephens Inc
Arkansas
$5.61M +$614K 1 0.21% Increased
319
CIC
Cornercap Investment Counsel
Georgia
$5.59M -$41.6K 1 0.77% Reduced
320
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$5.57M +$6.86M 1 0.04% New
321
TH
Timber Hill
Connecticut
$5.54M +$5.45M 1 0.36% New
322
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$5.54M -$868K 1 0.15% Reduced
323
OCM
Olstein Capital Management
New York
$5.53M +$5.44M 1 0.7% New
324
HR
Howe & Rusling
New York
$5.51M -$35.9K 2 1% Reduced
325
Brookstone Capital Management
Brookstone Capital Management
Illinois
$5.49M -$321K 1 0.49% Reduced