← 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
326
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.72M -$1.27M 1 0.05% Reduced
327
DIA
Davidson Investment Advisors
Montana
$5.72M -$123K 1 0.87% Reduced
328
LM
Luminus Management
Texas
$5.72M +$457K 1 0.35% Increased
329
Calamos Wealth Management
Calamos Wealth Management
Illinois
$5.69M +$227K 1 1.68% Increased
330
KIA
KCM Investment Advisors
California
$5.66M -$64.2K 2 0.59% Reduced
331
BPB
Badgley, Phelps & Bell
Washington
$5.66M +$449K 1 0.58% Increased
332
CIS
Connors Investor Services
Pennsylvania
$5.64M +$113K 2 1.36% Increased
333
AF
Ally Financial
Michigan
$5.63M $0 1 0.6% Maintained
334
TCM
Tradition Capital Management
New Jersey
$5.56M +$59.7K 1 1.8% Increased
335
SGK
Steigerwald Gordon & Koch
Virginia
$5.54M +$139K 1 3.17% Increased
336
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.52M +$100K 2 1.05% Increased
337
Azimuth Capital Management
Azimuth Capital Management
Michigan
$5.51M +$148K 1 0.66% Increased
338
WMC
Westwood Management Corporation
Illinois
$5.49M -$7.37K 1 0.94% Reduced
339
SIA
SeaBridge Investment Advisors
New Jersey
$5.49M +$8.11K 1 1.23% Increased
340
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$5.47M -$18M 3 0.49% Reduced
341
ACM
Aviance Capital Management
Florida
$5.44M +$4.79M 1 0.28% Increased
342
AC
Ascend Capital
California
$5.39M -$9.45M 1 0.14% Reduced
343
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$5.38M -$62.9K 1 0.3% Reduced
344
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$5.36M -$229K 2 0.19% Reduced
345
Virtu KCG Holdings
Virtu KCG Holdings
New York
$5.33M +$2.55M 3 0.07% Increased
346
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$5.33M +$5.14M 1 0.2% Increased
347
Tocqueville Asset Management
Tocqueville Asset Management
New York
$5.31M +$15.5K 1 0.07% Increased
348
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$5.31M +$2.29M 1 0.08% Increased
349
CIP
Centerline Investment Partners
New York
$5.26M +$5.16M 1 4.64% New
350
SCM
Salem Capital Management
Massachusetts
$5.21M -$165K 1 2.28% Reduced