← 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	GE General Electric Evendale, Ohio	$207M	-$6.65M	1	0.54%	Reduced
27	Calamos Advisors Naperville, Illinois	$200M	-$7.05M	1	1.34%	Reduced
28	Neuberger Berman Group New York	$199M	-$23.3M	2	0.2%	Reduced
29	Capital International Investors Los Angeles, California	$188M	$0	1	0.46%	Maintained
30	Managed Account Advisors Jersey City, New Jersey	$184M	+$7.32M	3	0.2%	Increased
31	Macquarie Group Sydney, NSW 2000, Australia	$159M	+$3.89M	2	0.34%	Increased
32	TIAA CREF Investment Management New York	$157M	-$33M	3	0.11%	Reduced
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$157M	-$58.9M	5	0.1%	Reduced
34	Credit Suisse Zurich, Switzerland	$153M	+$9.23M	5	0.12%	Increased
35	Prudential plc London, England, United Kingdom	$153M	+$167M	1	0.63%	Increased
36	I.G. Investment Management Winnipeg, Manitoba, Canada	$152M	+$93.3M	1	0.54%	Increased
37	Eagle Asset Management St Petersburg, Florida	$147M	+$15.2M	1	0.84%	Increased
38	USAA United Services Automobile Association San Antonio, Texas	$144M	+$7.19M	2	0.52%	Increased
39	Amundi Asset Management US Boston, Massachusetts	$142M	-$33.5M	1	0.53%	Reduced
40	Allianz Asset Management Munich, Germany	$133M	-$30.8M	2	0.16%	Reduced
41	Fidelity International Hamilton, Bermuda	$131M	+$2.08M	1	0.5%	Increased
42	Loomis, Sayles & Company Boston, Massachusetts	$131M	+$61M	2	0.38%	Increased
43	1832 Asset Management Toronto, Ontario, Canada	$131M	+$11.5M	2	0.43%	Increased
44	BlackRock Advisors Wilmington, Delaware	$130M	-$125M	3	0.13%	Reduced
45	PNC Financial Services Group Pittsburgh, Pennsylvania	$127M	+$23.2M	5	0.15%	Increased
46	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$122M	-$38M	5	0.18%	Reduced
47	OppenheimerFunds New York	$115M	-$9.17M	1	0.13%	Reduced
48	Hardman Johnston Global Advisors Stamford, Connecticut	$115M	+$34.5M	1	6.33%	Increased
49	Goldman Sachs New York	$114M	-$18.8M	5	0.04%	Reduced
50	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$111M	+$4.14M	1	0.27%	Increased