← 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
$251M -$10.3M 1 1.59% Reduced
27
LCS
Levin Capital Strategies
New York
$251M -$32.7M 2 3.87% Reduced
28
Neuberger Berman Group
Neuberger Berman Group
New York
$247M -$69.3M 2 0.24% Reduced
29
Invesco
Invesco
Georgia
$230M -$3.47M 5 0.09% Reduced
30
Capital International Investors
Capital International Investors
California
$229M -$16.3M 1 0.59% Reduced
31
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$227M -$4.65M 4 0.16% Reduced
32
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$209M +$9.26M 1 0.8% Increased
33
Managed Account Advisors
Managed Account Advisors
New Jersey
$207M -$26.5M 2 0.25% Reduced
34
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$194M -$25M 3 0.24% Reduced
35
ClearBridge Investments
ClearBridge Investments
New York
$194M +$311K 2 0.22% Increased
36
Allianz Asset Management
Allianz Asset Management
Germany
$190M -$22.9M 2 0.24% Reduced
37
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$189M +$97.6M 5 0.29% Increased
38
BlackRock Investment Management
BlackRock Investment Management
Delaware
$178M -$36.8M 4 0.24% Reduced
39
USAA
United Services Automobile Association
Texas
$166M +$9.54M 2 0.61% Increased
40
Macquarie Group
Macquarie Group
Australia
$163M +$37.4M 2 0.36% Increased
41
Eagle Asset Management
Eagle Asset Management
Florida
$162M +$97.6M 1 0.88% Increased
42
Credit Suisse
Credit Suisse
Switzerland
$161M -$4.77M 5 0.13% Reduced
43
Fidelity International
Fidelity International
Bermuda
$157M -$10.1M 1 0.59% Reduced
44
Goldman Sachs
Goldman Sachs
New York
$153M +$3.11M 5 0.05% Increased
45
OppenheimerFunds
OppenheimerFunds
New York
$151M +$11.8M 1 0.17% Increased
46
1832 Asset Management
1832 Asset Management
Ontario, Canada
$147M -$30.7M 2 0.46% Reduced
47
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$134M +$1.35M 4 0.09% Increased
48
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$130M +$5.23M 1 0.3% Increased
49
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$128M +$752K 5 0.16% Increased
50
UBS AM
UBS AM
Illinois
$123M +$720K 3 0.12% Increased