← 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	Lyrical Asset Management New York	$180M	+$4.86M	1	3.2%	Increased
27	Allianz Asset Management Munich, Germany	$176M	-$75.3M	1	0.16%	Reduced
28	Viking Global Investors Stamford, Connecticut	$167M	+$151M	1	0.76%	Increased
29	Schroder Investment Management Group London, United Kingdom	$160M	-$46.9M	1	0.31%	Reduced
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$159M	-$87.7M	5	0.13%	Reduced
31	Epoch Investment Partners New York	$152M	-$2.74M	1	0.57%	Reduced
32	Legal & General Group London, United Kingdom	$151M	+$146M	4	0.14%	Increased
33	Charles Schwab San Francisco, California	$146M	+$8.13M	4	0.16%	Increased
34	I.G. Investment Management Winnipeg, Manitoba, Canada	$142M	+$7.31M	1	0.74%	Increased
35	Capital Guardian Trust Los Angeles, California	$141M	-$18.1M	2	1.11%	Reduced
36	UBS Group Zurich, Switzerland	$140M	+$15.3M	6	0.08%	Increased
37	Hamlin Capital Management New York	$138M	+$2.94M	2	6.19%	Increased
38	Neuberger Berman Group New York	$130M	-$31.2M	2	0.17%	Reduced
39	Boston Partners Boston, Massachusetts	$126M	+$122M	1	0.17%	Increased
40	OppenheimerFunds New York	$125M	-$11.6M	3	0.16%	Reduced
41	UBS AM Chicago, Illinois	$122M	-$847K	2	0.14%	Reduced
42	Parametric Portfolio Associates Seattle, Washington	$117M	+$9.58M	4	0.16%	Increased
43	Raymond James & Associates St Petersburg, Florida	$114M	+$11.1M	3	0.29%	Increased
44	Cooke & Bieler Philadelphia, Pennsylvania	$113M	-$1.85M	1	2.25%	Reduced
45	Jennison Associates New York	$112M	-$19.4M	1	0.12%	Reduced
46	AQR Capital Management Greenwich, Connecticut	$108M	+$63.3M	3	0.15%	Increased
47	New York State Common Retirement Fund Albany, New York	$105M	-$2.99M	4	0.15%	Reduced
48	Russell Investments Group London, United Kingdom	$102M	+$99.8M	5	0.2%	New
49	Macquarie Group Sydney, NSW 2000, Australia	$99.9M	-$47M	2	0.19%	Reduced
50	Hotchkis & Wiley Capital Management Los Angeles, California	$98.3M	-$7.58M	1	0.4%	Reduced