← 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
Calamos Advisors
Calamos Advisors
Illinois
$245M -$2.79M 1 1.53% Reduced
27
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$244M +$27.4M 2 0.39% Increased
28
Geode Capital Management
Geode Capital Management
Massachusetts
$231M +$9.12M 4 0.19% Increased
29
Managed Account Advisors
Managed Account Advisors
New Jersey
$212M +$2.74M 2 0.31% Increased
30
Capital International Investors
Capital International Investors
California
$198M $0 1 0.85% Maintained
31
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$198M -$14M 4 0.15% Reduced
32
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$194M +$8.97M 3 0.47% Increased
33
Invesco
Invesco
Georgia
$188M +$58.4M 5 0.08% Increased
34
Allianz Asset Management
Allianz Asset Management
Germany
$186M -$3.27M 2 0.25% Reduced
35
PHS
PFM Health Sciences
California
$173M -$137M 1 4.17% Reduced
36
Morgan Stanley
Morgan Stanley
New York
$171M +$30M 5 0.08% Increased
37
ClearBridge Investments
ClearBridge Investments
New York
$165M -$200K 2 0.23% Reduced
38
American Century Companies
American Century Companies
Missouri
$162M -$88.3M 2 0.2% Reduced
39
Russell Frank Company
Russell Frank Company
Washington
$154M +$2.83M 5 0.27% Increased
40
Credit Suisse
Credit Suisse
Switzerland
$143M -$10.4M 5 0.14% Reduced
41
Goldman Sachs
Goldman Sachs
New York
$138M +$11.8M 5 0.05% Increased
42
BlackRock Investment Management
BlackRock Investment Management
Delaware
$136M +$21.2M 4 0.22% Increased
43
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$135M -$7.11M 1 0.13% Reduced
44
Scout Investments
Scout Investments
Missouri
$132M +$34.2K 1 0.92% Increased
45
SC
Stralem & Co
New York
$129M -$9.83M 1 3.93% Reduced
46
Deutsche Bank
Deutsche Bank
Germany
$123M -$2.4M 5 0.09% Reduced
47
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$120M +$293K 4 0.17% Increased
48
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$116M -$115M 2 0.27% Reduced
49
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$112M -$544K 1 3.26% Reduced
50
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$108M -$16.3M 5 0.08% Reduced