← 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
201
Kennedy Capital Management
Kennedy Capital Management
Missouri
$14.5M -$1.02M 1 0.28% Reduced
202
WIM
Wilen Investment Management
Florida
$14.5M -$793K 2 9.71% Reduced
203
SM
Stratton Management
Pennsylvania
$14.4M +$626K 1 0.75% Increased
204
LCP
Lombardia Capital Partners
California
$14.3M +$1.56M 1 0.46% Increased
205
CIP
Champlain Investment Partners
Vermont
$14.2M +$7.83M 1 0.27% Increased
206
MSA
Mason Street Advisors
Wisconsin
$14.2M +$9.47M 3 0.16% Increased
207
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$14.1M $0 1 1.08% Maintained
208
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14M +$323K 3 0.09% Increased
209
CAM
Capstone Asset Management
Texas
$14M +$675K 4 0.34% Increased
210
Stifel Nicolaus & Co
Stifel Nicolaus & Co
Missouri
$13.8M +$1.01M 2 0.23% Increased
211
GD
Grandfield & Dodd
New York
$13.8M +$209K 1 2.46% Increased
212
IRF
IBM Retirement Fund
New York
$13.5M -$1.91M 1 0.18% Reduced
213
TIP
Torray Investment Partners
Maryland
$13.4M $0 1 2.89% Maintained
214
Driehaus Capital Management
Driehaus Capital Management
Illinois
$13.3M -$694K 2 0.52% Reduced
215
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$13.3M +$40.3K 1 0.12% Increased
216
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$13.3M -$51.8K 1 1.77% Reduced
217
Braun Stacey Associates
Braun Stacey Associates
New York
$13.1M +$12.1K 1 0.81% Increased
218
SCM
Suffolk Capital Management
New York
$13.1M +$1.73M 1 1.77% Increased
219
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$13M $0 1 0.3% Maintained
220
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$13M -$368K 2 0.13% Reduced
221
Meyer Handelman Company
Meyer Handelman Company
New York
$13M +$3.36K 1 0.69% Increased
222
PP
Palladium Partners
Virginia
$12.7M -$21.5K 1 1.29% Reduced
223
Regions Financial Corp
Regions Financial Corp
Alabama
$12.2M +$64.5K 2 0.16% Increased
224
First Trust Advisors
First Trust Advisors
Illinois
$12.2M +$1.81M 4 0.07% Increased
225
AIG
American International Group
New York
$12M -$814K 5 0.07% Reduced