← 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 Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.6M +$1.01M 3 0.08% Increased
302
Guggenheim Capital
Guggenheim Capital
Illinois
$10.6M -$6.57M 4 0.09% Reduced
303
GAMCO Investors
GAMCO Investors
Connecticut
$10.6M +$1.1M 3 0.11% Increased
304
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$10.5M +$1.21M 1 0.29% Increased
305
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$10.5M -$59.8K 1 0.19% Reduced
306
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$10.5M +$1.65M 1 0.24% Increased
307
Congress Wealth Management
Congress Wealth Management
Massachusetts
$10.4M -$165K 1 0.27% Reduced
308
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$10.4M -$4.75K 5 0.02% Reduced
309
Ethic Inc
Ethic Inc
New York
$10.3M +$1.29M 3 0.56% Increased
310
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$10.2M +$4.23M 1 0.13% Increased
311
Bailard
Bailard
California
$10.2M +$332K 3 0.39% Increased
312
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$10.2M -$303K 4 0.16% Reduced
313
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$10M -$88K 1 0.2% Reduced
314
WBC
Westpac Banking Corp
Australia
$10M -$245K 1 0.15% Reduced
315
New York Life Investment Management
New York Life Investment Management
New York
$9.95M +$916K 1 0.11% Increased
316
Vident Investment Advisory
Vident Investment Advisory
Georgia
$9.93M +$80.9K 1 0.37% Increased
317
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$9.93M +$9.25M 2 0.2% Increased
318
Becker Capital Management
Becker Capital Management
Oregon
$9.91M +$914K 1 0.46% Increased
319
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$9.84M +$1.14M 1 0.36% Increased
320
Dakota Wealth Management
Dakota Wealth Management
Florida
$9.82M +$8.87M 1 0.7% Increased
321
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$9.8M +$738K 2 0.16% Increased
322
PAI
Pittenger & Anderson Inc
Nebraska
$9.72M $0 1 0.53% Maintained
323
Cetera Advisors
Cetera Advisors
Colorado
$9.71M +$660K 2 0.18% Increased
324
CIBC World Markets
CIBC World Markets
New York
$9.69M +$8.54M 1 0.07% Increased
325
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$9.63M -$372K 1 0.6% Reduced