← 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
Alpha Cubed Investments
Alpha Cubed Investments
California
$27.9M +$2.47M 1 1.24% Increased
377
Jump Financial
Jump Financial
Illinois
$27.8M +$9.35M 3 0.57% Increased
378
CIBC World Markets
CIBC World Markets
New York
$27.5M +$1.17M 2 0.2% Increased
379
AJ
Ashburton (Jersey)
Jersey
$27.3M +$25.5M 1 9.91% New
380
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$27.2M +$2.15M 4 0.44% Increased
381
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$27.2M -$61.3K 3 2.28% Reduced
382
Oribel Capital Management
Oribel Capital Management
New York
$27.1M -$14.9M 2 1.19% Reduced
383
PR
Payden & Rygel
California
$27.1M +$9.81M 1 2.09% Increased
384
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$26.9M -$1.02M 2 1.11% Reduced
385
GAMCO Investors
GAMCO Investors
Connecticut
$26.5M +$102K 3 0.27% Increased
386
MML Investors Services
MML Investors Services
Massachusetts
$26.5M +$1.79M 5 0.1% Increased
387
NIMI
Natixis Investment Managers International
France
$26.3M +$23.1M 3 1.88% Increased
388
GGI
Godsey & Gibb Inc
Virginia
$26.2M +$548K 1 2.51% Increased
389
PCR
Potrero Capital Research
California
$25.8M -$6.72M 1 8.17% Reduced
390
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$25.6M +$983K 5 0.02% Increased
391
Two Sigma Advisers
Two Sigma Advisers
New York
$25.6M -$13.9M 2 0.06% Reduced
392
ACG
Aventail Capital Group
New York
$25.3M +$4.06M 2 1.49% Increased
393
Rathbones Group
Rathbones Group
United Kingdom
$25.1M +$13.2K 2 0.13% Increased
394
PP
Prospector Partners
Connecticut
$24.6M +$431K 1 2.57% Increased
395
Stephens Inc
Stephens Inc
Arkansas
$24.6M -$8.49M 4 0.35% Reduced
396
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$24.5M -$31.4M 1 0.04% Reduced
397
Winton Group
Winton Group
United Kingdom
$24.3M -$7M 2 1.71% Reduced
398
NRG
Nemes Rush Group
Michigan
$24.3M -$301K 1 3.53% Reduced
399
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$24.2M +$6.5M 3 0.26% Increased
400
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$24.1M +$1.9M 2 0.11% Increased