← 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
26
Wellington Management Group
Wellington Management Group
Massachusetts
$3.38B +$141M 4 0.58% Increased
27
Franklin Resources
Franklin Resources
California
$3.18B +$115M 7 0.69% Increased
28
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
$3.07B +$5.87M 8 0.67% Increased
29
Legal & General Group
Legal & General Group
United Kingdom
$3.02B -$150M 7 0.63% Reduced
30
Amundi
Amundi
France
$2.77B -$253M 7 0.67% Reduced
31
Wells Fargo
Wells Fargo
California
$2.73B +$122M 8 0.44% Increased
32
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.71B +$139M 7 0.4% Increased
33
UBS AM
UBS AM
Illinois
$2.58B -$1.38B 7 0.47% Reduced
34
AllianceBernstein
AllianceBernstein
Tennessee
$2.5B +$430M 7 0.83% Increased
35
AQR Capital Management
AQR Capital Management
Connecticut
$2.28B +$73.9M 6 0.8% Increased
36
Ameriprise
Ameriprise
Minnesota
$2.26B +$102M 7 0.46% Increased
37
Deutsche Bank
Deutsche Bank
Germany
$2.19B +$29.7M 7 0.64% Increased
38
Baird Financial Group
Baird Financial Group
Wisconsin
$1.91B +$32.9M 7 2.63% Increased
39
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.88B -$114M 7 0.34% Reduced
40
Newport Trust Company
Newport Trust Company
District of Columbia
$1.84B -$42M 1 4.43% Reduced
41
Neuberger Berman Group
Neuberger Berman Group
New York
$1.72B -$13M 5 1.15% Reduced
42
Citigroup
Citigroup
New York
$1.69B +$139M 7 0.56% Increased
43
Capital International Investors
Capital International Investors
California
$1.65B -$237M 1 0.34% Reduced
44
Swiss National Bank
Swiss National Bank
Switzerland
$1.46B -$40.7M 7 0.76% Reduced
45
VOYA Investment Management
VOYA Investment Management
Georgia
$1.45B +$219M 7 1.26% Increased
46
Victory Capital Management
Victory Capital Management
Texas
$1.45B +$242M 7 0.81% Increased
47
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.41B +$73.1M 6 0.33% Increased
48
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.32B +$13.4M 4 0.76% Increased
49
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.31B -$33.3M 3 0.93% Reduced
50
Jennison Associates
Jennison Associates
New York
$1.28B +$181M 4 0.77% Increased