← 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
526
TCOTO
Trust Company of the Ozarks
Missouri
$1.29M +$1.27M 2 0.43% New
527
Andra AP-fonden
Andra AP-fonden
Sweden
$1.28M +$1.22M 1 0.03% New
528
First Manhattan
First Manhattan
New York
$1.27M +$1.21M 4 0.01% New
529
FNB
First Niagara Bank
New York
$1.25M +$1.24M 2 0.26% New
530
FQ
First Quadrant
California
$1.23M +$1.18M 1 0.03% New
531
CIP
Convergence Investment Partners
Florida
$1.22M +$1.24M 1 0.32% New
532
TC
TradeLink Capital
Illinois
$1.21M +$1.16M 1 0.37% New
533
SAMNY
Samsung Asset Management (New York)
New York
$1.21M +$1.15M 1 1.4% New
534
MCM
McKinley Capital Management
Alaska
$1.2M +$1.15M 1 0.06% New
535
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.2M +$1.15M 1 0.01% New
536
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$1.2M +$1.17M 2 0.08% New
537
Knight Capital Group
Knight Capital Group
$1.2M +$1.18M 3 0.02% New
538
Walleye Trading
Walleye Trading
New York
$1.19M +$1.14M 1 0.01% New
539
BC
Barnett & Company
Tennessee
$1.19M +$1.14M 1 0.65% New
540
CCM
Cai Capital Management
New York
$1.18M +$1.13M 1 0.68% New
541
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.18M +$1.13M 1 0.01% New
542
CIM
CIM Investment Management
Pennsylvania
$1.17M +$1.12M 1 0.7% New
543
HIM
Harbour Investment Management
Washington
$1.17M +$1.2M 1 0.86% New
544
NFGCM
Norman Fields Gottscho Capital Management
New York
$1.17M +$1.2M 1 0.86% New
545
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.17M +$1.12M 3 0.02% New
546
ODCM
Old Dominion Capital Management
Virginia
$1.16M +$1.11M 1 1.05% New
547
LG
Leuthold Group
Minnesota
$1.15M +$1.1M 1 0.11% New
548
Two Sigma Advisers
Two Sigma Advisers
New York
$1.15M +$1.11M 2 0.02% New
549
IPC
Independent Portfolio Consultants
Florida
$1.15M +$1.17M 1 0.51% New
550
YIA
YHB Investment Advisors
Connecticut
$1.15M +$1.17M 1 0.36% New