← 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	Capital World Investors Los Angeles, California	$278M	-$213M	1	0.08%	Reduced
27	Geode Capital Management Boston, Massachusetts	$273M	+$16.2M	5	0.19%	Increased
28	Calamos Advisors Naperville, Illinois	$251M	-$18.1M	1	1.6%	Reduced
29	TIAA CREF Investment Management New York	$240M	+$20.3M	4	0.17%	Increased
30	Managed Account Advisors Jersey City, New Jersey	$231M	-$3.66M	2	0.31%	Reduced
31	OppenheimerFunds New York	$225M	-$191M	2	0.27%	Reduced
32	Capital International Investors Los Angeles, California	$219M	$0	1	0.68%	Maintained
33	Allianz Asset Management Munich, Germany	$218M	+$12.3M	2	0.28%	Increased
34	Invesco Atlanta, Georgia	$205M	-$2.88M	5	0.08%	Reduced
35	BlackRock Investment Management Wilmington, Delaware	$203M	+$49.4M	5	0.3%	Increased
36	Amundi Asset Management US Boston, Massachusetts	$194M	+$107M	1	0.75%	Increased
37	Schroder Investment Management Group London, United Kingdom	$191M	-$22M	3	0.24%	Reduced
38	ClearBridge Investments New York	$183M	+$132K	2	0.23%	Increased
39	Credit Suisse Zurich, Switzerland	$173M	+$12.6M	5	0.16%	Increased
40	Goldman Sachs New York	$165M	+$12.2M	5	0.05%	Increased
41	USAA United Services Automobile Association San Antonio, Texas	$147M	+$26.9M	2	0.58%	Increased
42	Russell Frank Company Seattle, Washington	$146M	-$22.3M	5	0.27%	Reduced
43	American Century Companies Kansas City, Missouri	$134M	-$42.8M	2	0.16%	Reduced
44	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$128M	+$27.8M	1	0.32%	Increased
45	PNC Financial Services Group Pittsburgh, Pennsylvania	$126M	-$5.74M	4	0.17%	Reduced
46	Deutsche Bank Frankfurt Am Main Ge, Germany	$125M	-$9.59M	5	0.09%	Reduced
47	Disciplined Growth Investors Minneapolis, Minnesota	$124M	+$516K	1	3.23%	Increased
48	PHS PFM Health Sciences San Francisco, California	$123M	-$63.6M	1	2.48%	Reduced
49	SC Stralem & Co New York	$123M	-$18.2M	1	3.69%	Reduced
50	Adage Capital Partners Boston, Massachusetts	$120M	+$61.9M	1	0.32%	Increased