← 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
NIM
NXG Investment Management
Texas
$4.96M -$68.5K 1 0.16% Reduced
327
EFIC
Eliot Finkel Investment Counsel
California
$4.92M -$113K 1 3.51% Reduced
328
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$4.92M -$40.6K 1 0.57% Reduced
329
Andra AP-fonden
Andra AP-fonden
Sweden
$4.88M +$423K 1 0.11% Increased
330
RCP
RIT Capital Partners
United Kingdom
$4.88M +$4.79M 1 10.32% New
331
Stephens Inc
Stephens Inc
Arkansas
$4.85M +$214K 1 0.18% Increased
332
CCM
Cadence Capital Management
Massachusetts
$4.79M -$186K 1 0.3% Reduced
333
Quantbot Technologies
Quantbot Technologies
New York
$4.78M +$3.96M 2 0.46% Increased
334
Intact Investment Management
Intact Investment Management
Quebec, Canada
$4.75M $0 1 0.21% Maintained
335
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$4.69M +$126K 4 0.05% Increased
336
1832 Asset Management
1832 Asset Management
Ontario, Canada
$4.68M -$5.21M 2 0.02% Reduced
337
FIM
Freedom Investment Management
Connecticut
$4.65M +$667K 2 0.26% Increased
338
FTB
First Trust Bank
Bahamas
$4.63M $0 1 16.48% Maintained
339
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$4.63M +$3.45M 2 0.26% Increased
340
PPCM
Pillar Pacific Capital Management
California
$4.55M -$4.9K 1 0.59% Reduced
341
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$4.51M +$4.44M 1 0.22% New
342
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.5M +$4.36M 2 0.03% New
343
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$4.47M -$466K 1 0.04% Reduced
344
PAAMCP
Pacific Alternative Asset Management Company (PAAMCO)
California
$4.29M +$3.53M 1 0.47% Increased
345
RCM
Riverhead Capital Management
Delaware
$4.25M +$734K 3 0.2% Increased
346
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$4.25M +$4.17M 1 0.36% New
347
Advisor Group
Advisor Group
Arizona
$4.24M +$321K 4 0.07% Increased
348
VHAM
Van Hulzen Asset Management
California
$4.19M +$399K 1 1.41% Increased
349
Wasatch Advisors
Wasatch Advisors
Utah
$4.17M +$849K 1 0.06% Increased
350
MPM
Meritage Portfolio Management
Kansas
$4.11M -$79.6K 1 0.4% Reduced