← 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
BCG
Barington Capital Group
New York
$10.1M -$1.68M 1 10.52% Reduced
302
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$10.1M +$511K 1 0.75% Increased
303
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$9.95M -$4.63M 1 0.01% Reduced
304
Bailard
Bailard
California
$9.82M +$324K 3 0.34% Increased
305
Stephens Inc
Stephens Inc
Arkansas
$9.75M +$310K 1 0.15% Increased
306
Daiwa Securities Group
Daiwa Securities Group
Japan
$9.58M +$1.24M 1 0.06% Increased
307
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$9.54M -$1.48M 1 0.5% Reduced
308
Oppenheimer & Co
Oppenheimer & Co
New York
$9.53M -$313K 3 0.18% Reduced
309
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$9.53M +$233K 6 0.08% Increased
310
Laurion Capital Management
Laurion Capital Management
New York
$9.45M +$10.1M 1 0.04% New
311
WMC
Westwood Management Corporation
Illinois
$9.45M +$2.05M 1 0.78% Increased
312
Sit Investment Associates
Sit Investment Associates
Minnesota
$9.38M -$177K 1 0.24% Reduced
313
GAMCO Investors
GAMCO Investors
Connecticut
$9.37M -$35.2K 2 0.08% Reduced
314
Creative Planning
Creative Planning
Kansas
$9.35M +$780K 2 0.02% Increased
315
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$9.35M -$1.1M 1 0.19% Reduced
316
FFBTD
First Financial Bank - Trust Division
Ohio
$9.25M +$137K 1 1.01% Increased
317
EFIC
Eliot Finkel Investment Counsel
California
$9.13M -$12.8K 1 5.85% Reduced
318
RNC Capital Management
RNC Capital Management
California
$9.02M -$992K 1 0.48% Reduced
319
RP
Rice Partnership
Hawaii
$9.01M -$33.6K 1 2.85% Reduced
320
Conning Inc
Conning Inc
Connecticut
$8.99M -$1.19M 1 0.26% Reduced
321
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$8.95M -$441K 1 0.33% Reduced
322
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$8.94M +$448K 3 0.21% Increased
323
LNB
Ledyard National Bank
$8.92M +$98.6K 1 0.92% Increased
324
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.89M +$216K 5 0.02% Increased
325
UIC
Uniplan Investment Counsel
Wisconsin
$8.86M -$41.6K 1 0.54% Reduced