← 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
Geode Capital Management
Geode Capital Management
Massachusetts
$270M +$1.27M 5 0.18% Increased
27
Calamos Advisors
Calamos Advisors
Illinois
$255M +$7.05M 1 1.63% Increased
28
Capital International Investors
Capital International Investors
California
$240M +$23.3M 1 0.65% Increased
29
Invesco
Invesco
Georgia
$239M +$36.9M 5 0.1% Increased
30
Managed Account Advisors
Managed Account Advisors
New Jersey
$235M +$6.71M 2 0.31% Increased
31
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$225M -$11.4M 4 0.16% Reduced
32
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$215M +$25.8M 4 0.24% Increased
33
BlackRock Investment Management
BlackRock Investment Management
Delaware
$209M +$9.58M 4 0.3% Increased
34
Allianz Asset Management
Allianz Asset Management
Germany
$201M -$10.7M 2 0.24% Reduced
35
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$194M +$2.4M 1 0.74% Increased
36
ClearBridge Investments
ClearBridge Investments
New York
$189M +$8.52M 2 0.22% Increased
37
Credit Suisse
Credit Suisse
Switzerland
$174M +$5.23M 5 0.17% Increased
38
1832 Asset Management
1832 Asset Management
Ontario, Canada
$172M +$61.9M 2 0.59% Increased
39
Fidelity International
Fidelity International
Bermuda
$163M +$154M 1 0.59% Increased
40
GE
General Electric
Ohio
$161M +$58.9M 1 0.75% Increased
41
USAA
United Services Automobile Association
Texas
$154M +$8.95M 2 0.6% Increased
42
Deutsche Bank
Deutsche Bank
Germany
$151M +$27.7M 5 0.11% Increased
43
Goldman Sachs
Goldman Sachs
New York
$148M -$14M 5 0.05% Reduced
44
Macquarie Group
Macquarie Group
Australia
$139M +$29.9M 2 0.24% Increased
45
OppenheimerFunds
OppenheimerFunds
New York
$134M -$86.1M 2 0.16% Reduced
46
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$132M +$18.7M 4 0.1% Increased
47
Russell Frank Company
Russell Frank Company
Washington
$129M -$14.4M 5 0.23% Reduced
48
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$125M +$337K 5 0.16% Increased
49
American Century Companies
American Century Companies
Missouri
$123M -$9.61M 2 0.14% Reduced
50
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$121M -$5.19M 1 0.3% Reduced