← 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	Goldman Sachs New York	$221M	+$86.5M	5	0.07%	Increased
27	Capital Guardian Trust Los Angeles, California	$221M	-$45.1M	2	1.64%	Reduced
28	WI WHV Investments San Francisco, California	$213M	-$16.8M	2	4.18%	Reduced
29	TIAA CREF Investment Management New York	$210M	-$47M	3	0.15%	Reduced
30	Ameriprise Minneapolis, Minnesota	$190M	-$281M	4	0.11%	Reduced
31	I.G. Investment Management Winnipeg, Manitoba, Canada	$188M	+$4.66M	1	0.72%	Increased
32	Amundi Asset Management US Boston, Massachusetts	$184M	+$13.7M	1	0.66%	Increased
33	Eagle Asset Management St Petersburg, Florida	$177M	+$15.3M	1	1.01%	Increased
34	BlackRock Advisors Wilmington, Delaware	$162M	+$30M	3	0.17%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$162M	+$46.4M	5	0.1%	Increased
36	Prudential plc London, England, United Kingdom	$158M	-$10M	1	0.7%	Reduced
37	Managed Account Advisors Jersey City, New Jersey	$157M	-$22.1M	3	0.14%	Reduced
38	Macquarie Group Sydney, NSW 2000, Australia	$156M	+$135M	2	0.31%	Increased
39	Fisher Asset Management Camas, Washington	$153M	-$4.4M	1	0.31%	Reduced
40	USAA United Services Automobile Association San Antonio, Texas	$151M	-$6.6M	2	0.53%	Reduced
41	OppenheimerFunds New York	$144M	+$23.4M	1	0.16%	Increased
42	Jennison Associates New York	$140M	+$13.6M	1	0.13%	Increased
43	Fidelity International Hamilton, Bermuda	$139M	-$5.42M	1	0.45%	Reduced
44	Viking Global Investors Stamford, Connecticut	$128M	+$5.87M	1	0.49%	Increased
45	Hamlin Capital Management New York	$121M	+$58.1M	2	6.39%	Increased
46	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$119M	-$12.6M	5	0.15%	Reduced
47	PNC Financial Services Group Pittsburgh, Pennsylvania	$108M	-$10.6M	5	0.12%	Reduced
48	Allianz Asset Management Munich, Germany	$108M	-$10.6M	2	0.12%	Reduced
49	Charles Schwab San Francisco, California	$105M	+$5.37M	3	0.15%	Increased
50	Credit Suisse Zurich, Switzerland	$105M	-$26.5M	4	0.11%	Reduced