← 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
RNC Capital Management
RNC Capital Management
California
$11.2M +$699K 2 0.55% Increased
302
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$11.1M +$1.81M 1 0.08% Increased
303
Stephens Inc
Stephens Inc
Arkansas
$11.1M -$212K 1 0.17% Reduced
304
Private Advisor Group
Private Advisor Group
New Jersey
$11.1M -$8.26M 2 0.08% Reduced
305
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$11M -$2.17M 4 0.15% Reduced
306
RP
Rice Partnership
Hawaii
$10.9M +$482K 1 3.11% Increased
307
Daiwa Securities Group
Daiwa Securities Group
Japan
$10.9M -$188K 1 0.06% Reduced
308
FFBTD
First Financial Bank - Trust Division
Ohio
$10.8M +$94.6K 1 1.09% Increased
309
Congress Wealth Management
Congress Wealth Management
Massachusetts
$10.8M +$10.3M 1 0.21% New
310
AE Wealth Management
AE Wealth Management
Kansas
$10.6M +$4.07M 3 0.07% Increased
311
CSC
Cove Street Capital
California
$10.6M -$4.34M 1 1.86% Reduced
312
GAMCO Investors
GAMCO Investors
Connecticut
$10.5M -$7.83K 2 0.09% Reduced
313
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$10.4M +$167K 5 0.02% Increased
314
EFIC
Eliot Finkel Investment Counsel
California
$10.4M -$123K 1 6.11% Reduced
315
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$10.4M -$1.1M 2 0.01% Reduced
316
Mariner
Mariner
Kansas
$10.3M +$1.57M 2 0.04% Increased
317
Oppenheimer & Co
Oppenheimer & Co
New York
$10.3M -$696K 3 0.18% Reduced
318
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$10.2M +$3.63M 1 0.24% Increased
319
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$10.1M -$872K 1 0.48% Reduced
320
PAI
Pittenger & Anderson Inc
Nebraska
$10M +$163K 1 0.46% Increased
321
LNB
Ledyard National Bank
$10M -$285K 1 0.96% Reduced
322
TCOV
Trust Company of Vermont
Vermont
$10M -$105K 3 0.63% Reduced
323
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$9.93M +$533K 1 0.1% Increased
324
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$9.83M -$441K 3 0.21% Reduced
325
UIC
Uniplan Investment Counsel
Wisconsin
$9.82M -$413K 1 0.55% Reduced