← 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	Waratah Capital Advisors Toronto, Ontario, Canada	$12.5M	+$10.8M	1	0.28%	Increased
302	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12.5M	+$4.18M	4	0.12%	Increased
303	AIC AWM Investment Company New York	$12.5M	$0	1	1.69%	Maintained
304	GAMCO Investors Greenwich, Connecticut	$12.4M	+$7.3K	3	0.13%	Increased
305	RAM Rempart Asset Management Montreal, Canada	$12.3M	+$12.1M	1	2.72%	New
306	PP Prospector Partners Guilford, Connecticut	$12.2M	+$2.39M	1	1.69%	Increased
307	Thornburg Investment Management Santa Fe, New Mexico	$12.1M	-$118K	1	0.2%	Reduced
308	Fjarde Ap-fonden Stockholm, Sweden	$12.1M	-$4.68M	1	0.16%	Reduced
309	CAPTRUST Financial Advisors Raleigh, North Carolina	$12M	-$19.9K	4	0.05%	Reduced
310	TIP Torray Investment Partners Bethesda, Maryland	$12M	-$1.92M	1	2.15%	Reduced
311	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$11.9M	+$11.6M	1	0.03%	New
312	Vontobel Holding Zurich, Switzerland	$11.8M	+$9.35M	2	0.11%	Increased
313	Congress Wealth Management Boston, Massachusetts	$11.7M	+$322K	1	0.28%	Increased
314	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$11.6M	+$205K	4	0.02%	Increased
315	ZCM Ziegler Capital Management Chicago, Illinois	$11.5M	-$138K	1	0.45%	Reduced
316	Lincoln National Corp Radnor, Pennsylvania	$11.4M	-$10.5K	1	0.24%	Reduced
317	WBC Westpac Banking Corp Sydney, Australia	$11.4M	+$472K	1	0.15%	Increased
318	Jennison Associates New York	$11.4M	+$11.1M	1	0.01%	New
319	Gotham Asset Management New York	$11.3M	+$6.27M	2	0.27%	Increased
320	Bailard Foster City, California	$11.2M	+$126K	2	0.4%	Increased
321	TD Waterhouse Canada Toronto, Ontario, Canada	$11.2M	-$526K	1	0.12%	Reduced
322	SCA Southpoint Capital Advisors New York	$11.1M	+$10.8M	1	0.25%	New
323	Vident Investment Advisory Alpharetta, Georgia	$11.1M	+$260K	2	0.36%	Increased
324	Becker Capital Management Portland, Oregon	$11.1M	+$255K	1	0.44%	Increased
325	Kovitz Investment Group Partners Chicago, Illinois	$11M	+$26.1K	1	0.19%	Increased