← 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
$251M -$4.42M 5 0.14% Reduced
27
Bank of America
Bank of America
North Carolina
$247M +$19M 5 0.08% Increased
28
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$244M +$36.4M 3 0.17% Increased
29
Capital Guardian Trust
Capital Guardian Trust
California
$213M -$6.14M 2 1.54% Reduced
30
Managed Account Advisors
Managed Account Advisors
New Jersey
$208M +$54.9M 3 0.17% Increased
31
Goldman Sachs
Goldman Sachs
New York
$199M -$20.4M 5 0.06% Reduced
32
WI
WHV Investments
California
$192M -$20.8M 2 4.29% Reduced
33
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$174M -$8.67M 1 0.64% Reduced
34
Jennison Associates
Jennison Associates
New York
$174M +$35.9M 1 0.16% Increased
35
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$172M -$16.3M 1 0.65% Reduced
36
Prudential plc
Prudential plc
United Kingdom
$171M +$15M 1 0.65% Increased
37
BlackRock Advisors
BlackRock Advisors
Delaware
$161M +$501K 3 0.17% Increased
38
Fisher Asset Management
Fisher Asset Management
Washington
$147M -$4.31M 1 0.29% Reduced
39
Macquarie Group
Macquarie Group
Australia
$146M -$8.7M 2 0.29% Reduced
40
USAA
United Services Automobile Association
Texas
$139M -$10.7M 2 0.49% Reduced
41
Fidelity International
Fidelity International
Bermuda
$138M -$630K 1 0.44% Reduced
42
OppenheimerFunds
OppenheimerFunds
New York
$125M -$19.6M 1 0.14% Reduced
43
Hamlin Capital Management
Hamlin Capital Management
New York
$124M +$4.09M 2 6.24% Increased
44
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117M -$1.49M 5 0.14% Reduced
45
Credit Suisse
Credit Suisse
Switzerland
$114M +$10.6M 3 0.11% Increased
46
UBS AM
UBS AM
Illinois
$111M +$9.45M 2 0.11% Increased
47
Lyrical Asset Management
Lyrical Asset Management
New York
$110M +$20M 1 2.88% Increased
48
Charles Schwab
Charles Schwab
California
$105M +$933K 3 0.15% Increased
49
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$101M -$6.49M 5 0.11% Reduced
50
Eagle Asset Management
Eagle Asset Management
Florida
$101M -$78.2M 1 0.57% Reduced