← 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	Invesco Atlanta, Georgia	$218M	+$6.45M	4	0.08%	Increased
27	Capital International Investors Los Angeles, California	$212M	+$9.89M	1	0.43%	Increased
28	Neuberger Berman Group New York	$192M	-$7.67M	2	0.2%	Reduced
29	I.G. Investment Management Winnipeg, Manitoba, Canada	$184M	+$20.6M	1	0.66%	Increased
30	Managed Account Advisors Jersey City, New Jersey	$179M	-$12M	3	0.18%	Reduced
31	Amundi Asset Management US Boston, Massachusetts	$170M	+$17.8M	1	0.62%	Increased
32	Prudential plc London, England, United Kingdom	$168M	+$3.65M	1	0.71%	Increased
33	Eagle Asset Management St Petersburg, Florida	$161M	+$3.82M	1	0.93%	Increased
34	USAA United Services Automobile Association San Antonio, Texas	$157M	+$3.58M	2	0.56%	Increased
35	Fisher Asset Management Camas, Washington	$157M	+$161M	1	0.33%	New
36	Fidelity International Hamilton, Bermuda	$145M	+$4.09M	1	0.5%	Increased
37	Calamos Advisors Naperville, Illinois	$140M	-$72.7M	1	0.92%	Reduced
38	Goldman Sachs New York	$132M	+$13M	5	0.04%	Increased
39	BlackRock Advisors Wilmington, Delaware	$132M	-$7.11M	3	0.13%	Reduced
40	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$132M	+$1.43M	5	0.19%	Increased
41	Credit Suisse Zurich, Switzerland	$132M	-$22.3M	5	0.12%	Reduced
42	Jennison Associates New York	$127M	+$123M	1	0.12%	New
43	Viking Global Investors Stamford, Connecticut	$122M	+$118M	1	0.56%	New
44	OppenheimerFunds New York	$121M	-$2.71M	1	0.13%	Reduced
45	Deutsche Bank Frankfurt Am Main Ge, Germany	$119M	-$48.2M	5	0.07%	Reduced
46	PNC Financial Services Group Pittsburgh, Pennsylvania	$119M	-$16.2M	5	0.13%	Reduced
47	Allianz Asset Management Munich, Germany	$117M	-$24M	2	0.13%	Reduced
48	UBS AM Chicago, Illinois	$112M	-$381K	3	0.11%	Reduced
49	Royal Bank of Canada Toronto, Ontario, Canada	$111M	+$29.2M	3	0.07%	Increased
50	Citadel Advisors Miami, Florida	$106M	+$56.8M	3	0.1%	Increased