← 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
426
LSA
L & S Advisors
California
$4.99M -$2.14M 1 0.54% Reduced
427
NewEdge Advisors
NewEdge Advisors
Louisiana
$4.99M -$36K 1 0.13% Reduced
428
MML Investors Services
MML Investors Services
Massachusetts
$4.96M +$243K 2 0.04% Increased
429
PGA
Portland Global Advisors
Maine
$4.95M +$33.4K 1 0.96% Increased
430
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$4.92M -$8.54M 5 0.06% Reduced
431
DWA
Dorsey Wright & Associates
California
$4.91M +$157K 1 1.05% Increased
432
Norinchukin Bank
Norinchukin Bank
Japan
$4.89M -$27.8K 1 0.07% Reduced
433
ING Group
ING Group
Netherlands
$4.85M +$905K 1 0.08% Increased
434
Walleye Capital
Walleye Capital
New York
$4.84M +$538K 2 0.17% Increased
435
PAM
Pegasus Asset Management
New York
$4.81M +$29.4K 1 2.24% Increased
436
Balyasny Asset Management
Balyasny Asset Management
Illinois
$4.78M -$6.6M 2 0.02% Reduced
437
DWT
Dorsey & Whitney Trust
South Dakota
$4.75M -$105K 3 0.45% Reduced
438
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.73M -$66.2K 1 0.15% Reduced
439
Azimuth Capital Management
Azimuth Capital Management
Michigan
$4.7M -$1.66M 1 0.2% Reduced
440
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$4.65M -$698K 3 0.05% Reduced
441
AAM
Azzad Asset Management
Virginia
$4.65M +$634K 2 0.69% Increased
442
SL
Summitry LLC
California
$4.64M +$19K 1 0.29% Increased
443
Annex Advisory Services
Annex Advisory Services
Wisconsin
$4.64M +$98.1K 1 0.38% Increased
444
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$4.54M $0 1 0.28% Maintained
445
Vident Investment Advisory
Vident Investment Advisory
Georgia
$4.54M -$179K 1 0.14% Reduced
446
HIP
Harrell Investment Partners
Texas
$4.52M +$88.5K 1 1.47% Increased
447
KTA
Keeley-Teton Advisors
Illinois
$4.51M -$450K 1 0.48% Reduced
448
TNBTD
Trustmark National Bank Trust Department
Mississippi
$4.49M +$18K 1 0.36% Increased
449
BDS
Banco de Sabadell
Florida
$4.47M +$256K 3 2.98% Increased
450
BCM
Beddow Capital Management
Wyoming
$4.45M -$19K 2 2.55% Reduced