← 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
376
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$25.8M +$434K 3 2.31% Increased
377
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$25.8M +$128K 2 1.15% Increased
378
Citizens Financial Group
Citizens Financial Group
Rhode Island
$25.7M +$24.2M 2 0.57% Increased
379
New York Life Investment Management
New York Life Investment Management
New York
$25.2M +$7.28M 3 0.25% Increased
380
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$25.2M +$25.5M 1 0.02% New
381
SC
Sagefield Capital
Texas
$25.2M +$20.1M 2 2.66% Increased
382
Xponance
Xponance
Pennsylvania
$25.1M +$4.18M 3 0.26% Increased
383
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$24.9M +$6.53M 4 0.26% Increased
384
UBS O'Connor
UBS O'Connor
Illinois
$24.8M +$12.8M 3 0.7% Increased
385
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$24.7M +$9.76M 2 0.6% Increased
386
NRG
Nemes Rush Group
Michigan
$24.7M +$8.58K 2 3.39% Increased
387
FACM
Forest Avenue Capital Management
Florida
$24.5M +$3.87M 1 3.4% Increased
388
GGI
Godsey & Gibb Inc
Virginia
$24.2M -$2.41M 1 2.5% Reduced
389
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$24.1M -$2.08M 4 0.08% Reduced
390
Alpha Cubed Investments
Alpha Cubed Investments
California
$23.8M -$866K 1 1.14% Reduced
391
RAM
Rempart Asset Management
Canada
$23.8M -$688K 1 4.68% Reduced
392
ACM
Arosa Capital Management
Florida
$23.7M +$8.13M 3 13.37% Increased
393
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$23.6M +$4.97M 3 0.08% Increased
394
WesBanco Bank
WesBanco Bank
West Virginia
$23.5M +$1.16M 2 0.88% Increased
395
PCR
Potrero Capital Research
California
$23.4M +$16.3M 1 9.97% Increased
396
PP
Prospector Partners
Connecticut
$22.8M +$190K 1 2.55% Increased
397
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$22.8M +$4.34M 3 0.1% Increased
398
AMF Tjänstepension
AMF Tjänstepension
Sweden
$22.7M -$116M 1 0.17% Reduced
399
Winton Group
Winton Group
United Kingdom
$22.6M +$17.4M 3 1.53% Increased
400
GAMCO Investors
GAMCO Investors
Connecticut
$22.6M +$4.05M 3 0.25% Increased