← 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
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$14.8M $0 1 0.73% Maintained
202
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$14.6M -$97.5K 1 0.74% Reduced
203
Trillium Asset Management
Trillium Asset Management
Massachusetts
$14.5M +$93.1K 1 0.68% Increased
204
TIP
Torray Investment Partners
Maryland
$14.3M -$16.1K 1 1.55% Reduced
205
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$14.2M -$308K 3 0.26% Reduced
206
1M
13D Management
New York
$14.1M +$625K 1 4.65% Increased
207
Royal London Asset Management
Royal London Asset Management
United Kingdom
$14.1M +$13.8M 2 0.11% New
208
Two Sigma Advisers
Two Sigma Advisers
New York
$14.1M -$7.53M 4 0.03% Reduced
209
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$14.1M +$315K 1 0.76% Increased
210
Arizona State Retirement System
Arizona State Retirement System
Arizona
$14M -$1.19M 4 0.17% Reduced
211
Eastern Bank
Eastern Bank
Massachusetts
$14M +$259K 1 0.87% Increased
212
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14M +$865K 3 0.06% Increased
213
Citadel Advisors
Citadel Advisors
Florida
$13.9M +$5.56M 6 0.01% Increased
214
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$13.9M +$3.06M 2 0.07% Increased
215
Manning & Napier Group
Manning & Napier Group
New York
$13.9M +$21.6K 1 0.16% Increased
216
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$13.8M $0 1 0.18% Maintained
217
FP
Foundry Partners
Minnesota
$13.6M +$2.03M 1 0.56% Increased
218
Sit Investment Associates
Sit Investment Associates
Minnesota
$13M +$2.58M 1 0.4% Increased
219
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$12.9M -$190K 1 0.03% Reduced
220
GAI
General American Investors
New York
$12.8M $0 1 1.26% Maintained
221
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$12.8M +$2.32M 2 0.36% Increased
222
TU
TDAM USA
Ontario, Canada
$12.5M -$983K 2 0.89% Reduced
223
FBP
Flippin Bruce & Porter
Virginia
$12.4M +$2.19M 1 2.21% Increased
224
Aviva
Aviva
United Kingdom
$12.4M -$3.94M 1 0.08% Reduced
225
Meyer Handelman Company
Meyer Handelman Company
New York
$12.4M -$281K 2 0.63% Reduced