← 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
Quadrature Capital
Quadrature Capital
United Kingdom
$30.3M +$11.3M 2 0.61% Increased
377
Banque Transatlantique
Banque Transatlantique
France
$30.2M +$31.3M 2 0.77% New
378
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$30.1M -$5.47M 3 0.59% Reduced
379
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$30M -$3.1M 5 0.34% Reduced
380
Guggenheim Capital
Guggenheim Capital
Illinois
$29.9M +$1.71M 3 0.24% Increased
381
Great Lakes Advisors
Great Lakes Advisors
Illinois
$29.5M -$6.25M 4 0.25% Reduced
382
Rathbones Group
Rathbones Group
United Kingdom
$29.5M -$74K 2 0.14% Reduced
383
SAM
Scopus Asset Management
New York
$29.2M -$13.6M 3 0.69% Reduced
384
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$29.1M +$31M 2 0.42% New
385
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$28.8M +$1.66M 3 2.25% Increased
386
Braun Stacey Associates
Braun Stacey Associates
New York
$28.6M -$2.51M 2 1.07% Reduced
387
ROC
Running Oak Capital
Minnesota
$28.5M +$114K 2 3.72% Increased
388
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$28M $0 1 0.24% Maintained
389
GAMCO Investors
GAMCO Investors
Connecticut
$27.9M -$474K 3 0.29% Reduced
390
NIMI
Natixis Investment Managers International
France
$27.6M +$1.14M 3 2.14% Increased
391
WesBanco Bank
WesBanco Bank
West Virginia
$27.6M -$1.56M 2 0.94% Reduced
392
LPU
Lansdowne Partners (UK)
United Kingdom
$27.4M -$2.64M 1 1.99% Reduced
393
Alpha Cubed Investments
Alpha Cubed Investments
California
$27.3M -$606K 1 1.25% Reduced
394
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$27M +$271K 4 0.02% Increased
395
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$26.9M +$1.25M 3 0.26% Increased
396
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$26.8M -$1.61M 2 0.54% Reduced
397
VCP
Varenne Capital Partners
France
$26.6M -$30.9M 1 7.84% Reduced
398
OP
Oslo Pensjonsforsikring
$26.5M -$921K 3 3.78% Reduced
399
Freestone Grove Partners
Freestone Grove Partners
California
$26.5M +$25.1M 1 0.32% New
400
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$26.4M +$1.11M 4 0.08% Increased