← 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
551
Globeflex Capital
Globeflex Capital
California
$13.3M -$6.23M 2 1.27% Reduced
552
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$13.2M -$12.8M 2 0.33% Reduced
553
EN1L
Engine No 1 LLC
California
$13.2M -$306K 1 26.15% Reduced
554
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$13.2M -$2.44M 2 0.43% Reduced
555
Mizuho Securities USA
Mizuho Securities USA
New York
$13.1M -$2.17M 2 0.28% Reduced
556
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$13M +$359K 1 0.47% Increased
557
Nordea Investment Management
Nordea Investment Management
Sweden
$12.9M +$1.11M 3 0.01% Increased
558
Sycomore Asset Management
Sycomore Asset Management
France
$12.9M +$57.7K 1 2.14% Increased
559
Mountain Pacific Investment Advisers
Mountain Pacific Investment Advisers
Idaho
$12.9M +$1.79M 2 0.88% Increased
560
Douglas Lane & Associates
Douglas Lane & Associates
New York
$12.8M -$9.6M 2 0.18% Reduced
561
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$12.7M +$2.03M 2 0.21% Increased
562
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$12.7M -$222K 2 0.42% Reduced
563
Burney Company
Burney Company
Virginia
$12.7M -$81K 3 0.45% Reduced
564
Sit Investment Associates
Sit Investment Associates
Minnesota
$12.7M +$904K 1 0.28% Increased
565
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$12.7M +$22.9K 1 1.24% Increased
566
Choreo LLC
Choreo LLC
Illinois
$12.5M +$3.39M 5 0.18% Increased
567
Estabrook Capital Management
Estabrook Capital Management
New York
$12.4M -$249K 2 1.86% Reduced
568
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
$12.4M -$94.4K 1 3.04% Reduced
569
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$12.4M -$1.16M 3 0.27% Reduced
570
Advisory Services Network
Advisory Services Network
Georgia
$12.4M $0 4 0.26% Maintained
571
RNC Capital Management
RNC Capital Management
California
$12.3M $0 2 0.68% Maintained
572
Sandy Spring Bank
Sandy Spring Bank
Maryland
$12.3M +$2.08M 3 0.51% Increased
573
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$12.3M -$241K 3 0.41% Reduced
574
Navellier & Associates
Navellier & Associates
Nevada
$12.2M -$6.21M 2 1.65% Reduced
575
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$12.2M -$64.8K 2 1.27% Reduced