← 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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.7M -$1.06M 3 0.08% Reduced
327
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$10.7M -$454K 3 0.16% Reduced
328
Trexquant Investment
Trexquant Investment
Connecticut
$10.6M +$6.59M 4 0.29% Increased
329
PAI
Pittenger & Anderson Inc
Nebraska
$10.6M +$17.5K 1 0.55% Increased
330
Swiss Life Asset Management
Swiss Life Asset Management
$10.6M -$4.89M 1 0.16% Reduced
331
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$10.5M -$318K 2 0.17% Reduced
332
Daiwa Securities Group
Daiwa Securities Group
Japan
$10.4M +$25.5K 1 0.07% Increased
333
FFBTD
First Financial Bank - Trust Division
Ohio
$10.2M -$240K 1 1.09% Reduced
334
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$10.1M +$474K 3 0.12% Increased
335
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$10.1M +$9.11M 3 0.12% Increased
336
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$10M +$274K 1 0.04% Increased
337
Cetera Advisors
Cetera Advisors
Colorado
$9.9M -$680K 2 0.17% Reduced
338
Saturna Capital
Saturna Capital
Washington
$9.85M +$7.37M 1 0.19% Increased
339
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$9.8M -$7.89M 1 0.04% Reduced
340
TCOV
Trust Company of Vermont
Vermont
$9.79M -$28.8K 3 0.68% Reduced
341
ACM
Arosa Capital Management
Florida
$9.71M -$1.96M 2 1.52% Reduced
342
WIC
Willis Investment Counsel
Georgia
$9.7M -$6.14M 1 0.63% Reduced
343
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$9.69M -$796K 1 0.59% Reduced
344
JIR
James Investment Research
Ohio
$9.65M +$57.4K 2 1.28% Increased
345
AC
Albar Capital
United Kingdom
$9.64M +$9.37M 1 1.81% New
346
BIAS
Beacon Investment Advisory Services
New Jersey
$9.64M +$935K 1 0.47% Increased
347
STCG
Speece Thorson Capital Group
Minnesota
$9.61M -$110K 1 2.02% Reduced
348
ING Group
ING Group
Netherlands
$9.59M +$2.06M 1 0.09% Increased
349
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$9.54M +$7.12M 3 0.03% Increased
350
FAB
First American Bank
Illinois
$9.46M -$47.1K 1 0.87% Reduced