← 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	$220M	+$20.4M	4	0.09%	Increased
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$196M	-$44.6M	5	0.15%	Reduced
28	LCS Levin Capital Strategies New York	$195M	-$34.6M	1	3.53%	Reduced
29	Capital Guardian Trust Los Angeles, California	$170M	-$1.3M	1	1.31%	Reduced
30	Lyrical Asset Management New York	$162M	+$32.4M	1	3.52%	Increased
31	Jennison Associates New York	$161M	-$10.3M	1	0.17%	Reduced
32	Macquarie Group Sydney, NSW 2000, Australia	$159M	+$11M	2	0.32%	Increased
33	I.G. Investment Management Winnipeg, Manitoba, Canada	$158M	-$20.1M	1	0.64%	Reduced
34	Neuberger Berman Group New York	$152M	-$19.3M	2	0.21%	Reduced
35	Arrowstreet Capital Boston, Massachusetts	$146M	+$14.6M	3	0.62%	Increased
36	ClearBridge Investments New York	$145M	+$8.38M	1	0.17%	Increased
37	Epoch Investment Partners New York	$138M	+$121M	1	0.52%	Increased
38	Goldman Sachs New York	$138M	+$9.35M	6	0.05%	Increased
39	Hamlin Capital Management New York	$136M	-$3.02M	2	6.86%	Reduced
40	Charles Schwab San Francisco, California	$135M	+$26.6M	3	0.18%	Increased
41	Prudential Financial Newark, New Jersey	$134M	+$58.9M	3	0.24%	Increased
42	Royal Bank of Canada Toronto, Ontario, Canada	$134M	-$22.6M	4	0.08%	Reduced
43	Two Sigma Advisers New York	$130M	-$12.7M	4	0.73%	Reduced
44	Two Sigma Investments New York	$121M	-$24.6M	4	0.58%	Reduced
45	Parametric Portfolio Associates Seattle, Washington	$118M	+$15M	4	0.19%	Increased
46	OppenheimerFunds New York	$111M	+$12M	3	0.15%	Increased
47	Cooke & Bieler Philadelphia, Pennsylvania	$108M	-$4.15M	1	2.41%	Reduced
48	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$108M	-$11.8M	5	0.09%	Reduced
49	BlackRock Advisors Wilmington, Delaware	$107M	-$61.6M	3	0.11%	Reduced
50	Hotchkis & Wiley Capital Management Los Angeles, California	$107M	-$23.9M	1	0.45%	Reduced