← 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	Fisher Asset Management Camas, Washington	$206M	+$186M	1	0.31%	Increased
27	LCS Levin Capital Strategies New York	$201M	-$26.2M	1	3.51%	Reduced
28	Epoch Investment Partners New York	$197M	+$16.5K	1	0.66%	Increased
29	Legal & General Group London, United Kingdom	$190M	+$6.49M	3	0.15%	Increased
30	Charles Schwab San Francisco, California	$178M	+$6.57M	3	0.17%	Increased
31	UBS Group Zurich, Switzerland	$172M	+$7.49M	6	0.09%	Increased
32	TIAA CREF Investment Management New York	$171M	+$38.1M	3	0.12%	Increased
33	UBS AM Chicago, Illinois	$162M	+$10.8M	3	0.16%	Increased
34	Raymond James & Associates St Petersburg, Florida	$162M	+$12.5M	3	0.35%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$156M	-$32.1M	6	0.11%	Reduced
36	Allianz Asset Management Munich, Germany	$149M	-$8.57M	1	0.14%	Reduced
37	Parametric Portfolio Associates Seattle, Washington	$137M	+$27M	4	0.16%	Increased
38	Swiss National Bank Zurich, Switzerland	$130M	+$3.15M	3	0.15%	Increased
39	OppenheimerFunds New York	$127M	+$1.79M	3	0.16%	Increased
40	Hamlin Capital Management New York	$118M	-$55.3M	2	4.92%	Reduced
41	Teachers Advisors New York	$113M	+$9.88M	3	0.16%	Increased
42	Hotchkis & Wiley Capital Management Los Angeles, California	$107M	-$2.34M	1	0.43%	Reduced
43	First Trust Advisors Wheaton, Illinois	$104M	+$17.7M	4	0.28%	Increased
44	Macquarie Group Sydney, NSW 2000, Australia	$103M	-$581K	2	0.19%	Reduced
45	Russell Investments Group London, United Kingdom	$101M	-$10.3M	5	0.18%	Reduced
46	I.G. Investment Management Winnipeg, Manitoba, Canada	$101M	-$67.4M	1	0.52%	Reduced
47	Jennison Associates New York	$98.6M	-$1.78M	1	0.1%	Reduced
48	New York State Common Retirement Fund Albany, New York	$95.3M	-$14.7M	3	0.13%	Reduced
49	Cooke & Bieler Philadelphia, Pennsylvania	$92.5M	-$33.4M	1	1.78%	Reduced
50	SCCM Schafer Cullen Capital Management New York	$92.3M	+$1.79M	2	1.15%	Increased