← 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
GGI
Godsey & Gibb Inc
Virginia
$17.4M +$46.4K 1 2.44% Increased
202
STCG
Speece Thorson Capital Group
Minnesota
$17M -$128K 1 4.4% Reduced
203
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$16.4M -$263K 1 0.79% Reduced
204
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$16.4M +$2.8M 4 0.07% Increased
205
Guggenheim Capital
Guggenheim Capital
Illinois
$16.4M -$2.07M 3 0.12% Reduced
206
SJIC
St. James Investment Company
Texas
$16.4M +$12M 1 1.45% Increased
207
Eastern Bank
Eastern Bank
Massachusetts
$16.3M +$356K 1 0.95% Increased
208
TIP
Torray Investment Partners
Maryland
$16.2M -$30.5K 1 2.79% Reduced
209
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$16.2M +$133K 1 0.81% Increased
210
Arizona State Retirement System
Arizona State Retirement System
Arizona
$16.1M +$103K 4 0.19% Increased
211
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$16.1M -$1.14M 3 0.28% Reduced
212
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16M -$101K 3 0.06% Reduced
213
Marshall Wace North America
Marshall Wace North America
New York
$15.8M +$11.2M 2 0.08% Increased
214
HA
Heartland Advisors
Wisconsin
$15.8M -$8.29M 1 1.16% Reduced
215
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$15.7M $0 1 0.18% Maintained
216
Royal London Asset Management
Royal London Asset Management
United Kingdom
$15.4M -$602K 1 0.11% Reduced
217
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$15.4M -$1.66M 4 0.13% Reduced
218
GAI
General American Investors
New York
$14.6M $0 1 1.34% Maintained
219
William Blair & Company
William Blair & Company
Illinois
$14.6M +$2.44M 2 0.08% Increased
220
AQR Arbitrage
AQR Arbitrage
Connecticut
$14.5M -$3.49M 1 0.24% Reduced
221
LPL Financial
LPL Financial
California
$14.5M +$343K 3 0.03% Increased
222
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$14.3M +$211K 4 0.19% Increased
223
1M
13D Management
New York
$14.2M -$2.77M 1 4.31% Reduced
224
AR
Advisory Research
Illinois
$14.1M +$75.9K 1 0.65% Increased
225
Aviva
Aviva
United Kingdom
$14M -$151K 1 0.08% Reduced