← 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
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$226M +$219M 5 0.21% New
27
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$222M +$213M 2 0.51% New
28
BlackRock Group
BlackRock Group
United Kingdom
$219M +$210M 4 0.17% New
29
JP Morgan Chase
JP Morgan Chase
New York
$215M +$209M 5 0.07% New
30
Geode Capital Management
Geode Capital Management
Massachusetts
$212M +$203M 4 0.19% New
31
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$205M +$198M 2 0.34% New
32
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$202M +$194M 4 0.16% New
33
Managed Account Advisors
Managed Account Advisors
New Jersey
$199M +$193M 2 0.31% New
34
Capital International Investors
Capital International Investors
California
$189M +$181M 1 0.86% New
35
Allianz Asset Management
Allianz Asset Management
Germany
$180M +$173M 3 0.26% New
36
KeyBank National Association
KeyBank National Association
Ohio
$179M +$171M 2 0.66% New
37
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$177M +$169M 2 0.47% New
38
ClearBridge Investments
ClearBridge Investments
New York
$158M +$151M 2 0.24% New
39
Credit Suisse
Credit Suisse
Switzerland
$143M +$142M 5 0.14% New
40
Russell Frank Company
Russell Frank Company
Washington
$143M +$139M 5 0.26% New
41
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$136M +$131M 1 0.14% New
42
SC
Stralem & Co
New York
$133M +$127M 1 4.02% New
43
Morgan Stanley
Morgan Stanley
New York
$133M +$129M 5 0.07% New
44
Scout Investments
Scout Investments
Missouri
$121M +$124M 1 1.41% New
45
Invesco
Invesco
Georgia
$120M +$119M 5 0.06% New
46
Deutsche Bank
Deutsche Bank
Germany
$118M +$114M 5 0.1% New
47
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$118M +$114M 4 0.1% New
48
Goldman Sachs
Goldman Sachs
New York
$117M +$113M 5 0.05% New
49
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$113M +$110M 4 0.17% New
50
Highbridge Capital Management
Highbridge Capital Management
New York
$110M +$105M 1 1.09% New