← 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
TC
TwinBeech Capital
New York
$14.9M +$15.1M 2 0.29% New
302
Czech National Bank
Czech National Bank
Czech Republic
$14.9M +$4.86M 1 0.24% Increased
303
Select Equity Group
Select Equity Group
New York
$14.8M +$15.1M 1 0.06% New
304
Daiwa Securities Group
Daiwa Securities Group
Japan
$14.8M +$973K 1 0.11% Increased
305
Two Sigma Advisers
Two Sigma Advisers
New York
$14.7M -$29.8M 3 0.04% Reduced
306
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$14.7M +$944K 4 0.27% Increased
307
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$14.6M +$213K 1 0.29% Increased
308
LBP AM
LBP AM
France
$14.6M +$1.51M 1 0.32% Increased
309
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$14.5M +$14.8M 1 0.74% New
310
Walleye Capital
Walleye Capital
New York
$14.4M -$3.08M 1 0.04% Reduced
311
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$14.4M +$11.1M 2 0.11% Increased
312
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$14.3M +$1.16M 3 0.07% Increased
313
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$14.2M +$927K 1 0.22% Increased
314
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$14.2M +$11.8M 5 0.04% Increased
315
PAI
Pittenger & Anderson Inc
Nebraska
$14.1M +$842K 1 0.71% Increased
316
GAMCO Investors
GAMCO Investors
Connecticut
$14M +$2.11M 2 0.16% Increased
317
AIC
AWM Investment Company
New York
$14M -$3.1M 1 2.07% Reduced
318
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$13.9M +$36.5K 3 0.05% Increased
319
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$13.9M +$1.38M 3 0.21% Increased
320
Colony Group
Colony Group
Massachusetts
$13.9M -$4.64M 3 0.21% Reduced
321
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$13.7M -$647K 1 0.18% Reduced
322
Bailard
Bailard
California
$13.7M -$314K 2 0.45% Reduced
323
Jefferies Financial Group
Jefferies Financial Group
New York
$13.5M +$9.74M 3 0.12% Increased
324
GC
Globeflex Capital
California
$13.5M +$246K 2 1.58% Increased
325
Oribel Capital Management
Oribel Capital Management
New York
$13.5M +$13.6M 1 1.19% New
11 12
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