← 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
476
PC
Port Capital
Illinois
$27.5M +$30.6M 1 1.19% New
477
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$27.5M -$814K 3 0.21% Reduced
478
Jefferies Financial Group
Jefferies Financial Group
New York
$27.4M -$1.93M 3 0.14% Reduced
479
CC
Covalis Capital
United Kingdom
$27.2M +$14.4M 1 1.91% Increased
480
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$27.2M +$40.3K 2 0.47% Increased
481
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$26.9M $0 1 0.2% Maintained
482
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$26.7M -$6.24M 3 0.41% Reduced
483
DIA
Davidson Investment Advisors
Montana
$26.5M -$181K 1 1.1% Reduced
484
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$26.4M -$960K 2 0.68% Reduced
485
Cannell & Spears
Cannell & Spears
New York
$26.2M -$670K 3 0.49% Reduced
486
Jain Global
Jain Global
New York
$26.2M -$3.51M 2 0.13% Reduced
487
Alpha Cubed Investments
Alpha Cubed Investments
California
$26.2M -$425K 2 0.9% Reduced
488
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$26.2M +$613K 3 0.07% Increased
489
Kennedy Capital Management
Kennedy Capital Management
Missouri
$26.1M -$503K 3 0.55% Reduced
490
MGO One Seven
MGO One Seven
Ohio
$25.9M +$2.07M 4 0.53% Increased
491
ACM
Alta Capital Management
Utah
$25.9M -$6.91M 1 1.73% Reduced
492
NIP
Nicholas Investment Partners
California
$25.8M +$350K 2 1.88% Increased
493
FSA
Franklin Street Advisors
North Carolina
$25.8M +$638K 1 1.47% Increased
494
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$25.7M +$31.7K 2 0.28% Increased
495
New York Life Investment Management
New York Life Investment Management
New York
$25.7M -$21.8M 1 0.22% Reduced
496
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$25.6M -$367K 2 0.83% Reduced
497
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$25.6M +$8.55M 3 0.38% Increased
498
Chicago Capital
Chicago Capital
Illinois
$25.5M +$630K 2 0.63% Increased
499
Scotia Capital
Scotia Capital
Ontario, Canada
$25.5M -$566K 2 0.1% Reduced
500
Braun Stacey Associates
Braun Stacey Associates
New York
$25.4M -$738K 1 0.82% Reduced