← 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	Schroder Investment Management Group London, United Kingdom	$195M	+$17.1M	1	0.35%	Increased
27	Epoch Investment Partners New York	$187M	+$18.9M	1	0.63%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$180M	+$3.42M	6	0.13%	Increased
29	Legal & General Group London, United Kingdom	$175M	+$7.85M	4	0.15%	Increased
30	Hamlin Capital Management New York	$165M	+$11.3M	2	6.97%	Increased
31	Charles Schwab San Francisco, California	$165M	+$3.55M	4	0.16%	Increased
32	I.G. Investment Management Winnipeg, Manitoba, Canada	$161M	+$4.79M	1	0.82%	Increased
33	UBS Group Zurich, Switzerland	$156M	+$1.25M	5	0.09%	Increased
34	Capital Guardian Trust Los Angeles, California	$152M	-$3.55M	1	1.14%	Reduced
35	Allianz Asset Management Munich, Germany	$151M	-$41M	1	0.15%	Reduced
36	UBS AM Chicago, Illinois	$144M	+$8.75M	3	0.15%	Increased
37	Raymond James & Associates St Petersburg, Florida	$142M	+$15.5M	3	0.33%	Increased
38	TIAA CREF Investment Management New York	$127M	+$21.4M	4	0.09%	Increased
39	Swiss National Bank Zurich, Switzerland	$121M	+$24M	3	0.15%	Increased
40	Cooke & Bieler Philadelphia, Pennsylvania	$121M	-$4.39M	1	2.35%	Reduced
41	OppenheimerFunds New York	$119M	-$17.9M	3	0.14%	Reduced
42	Neuberger Berman Group New York	$118M	-$24.7M	2	0.15%	Reduced
43	Russell Investments Group London, United Kingdom	$107M	-$5.11M	5	0.2%	Reduced
44	New York State Common Retirement Fund Albany, New York	$105M	-$10.7M	4	0.14%	Reduced
45	Hotchkis & Wiley Capital Management Los Angeles, California	$104M	-$4.36M	1	0.41%	Reduced
46	Parametric Portfolio Associates Seattle, Washington	$104M	-$24.2M	4	0.16%	Reduced
47	AQR Capital Management Greenwich, Connecticut	$99.6M	-$19.2M	3	0.13%	Reduced
48	Teachers Advisors New York	$98.7M	+$38.1M	4	0.14%	Increased
49	Macquarie Group Sydney, NSW 2000, Australia	$97.4M	-$13.2M	2	0.18%	Reduced
50	Jennison Associates New York	$95.7M	-$26.7M	1	0.1%	Reduced