← 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	LCS Levin Capital Strategies New York	$230M	+$31.4M	1	3.9%	Increased
27	Fisher Asset Management Camas, Washington	$214M	+$9.01M	1	0.3%	Increased
28	Schroder Investment Management Group London, United Kingdom	$212M	-$35.7M	1	0.37%	Reduced
29	American Century Companies Kansas City, Missouri	$206M	+$135M	1	0.21%	Increased
30	Legal & General Group London, United Kingdom	$192M	+$4.77M	3	0.14%	Increased
31	Epoch Investment Partners New York	$190M	-$3.98M	1	0.64%	Reduced
32	Charles Schwab San Francisco, California	$184M	+$6.42M	3	0.16%	Increased
33	UBS AM Chicago, Illinois	$172M	+$11.2M	3	0.16%	Increased
34	Raymond James & Associates St Petersburg, Florida	$167M	+$6.79M	3	0.33%	Increased
35	TIAA CREF Investment Management New York	$165M	-$3.81M	3	0.11%	Reduced
36	UBS Group Zurich, Switzerland	$151M	-$17.6M	6	0.07%	Reduced
37	APG Asset Management Amsterdam, Netherlands	$142M	+$52.8M	1	0.23%	Increased
38	Parametric Portfolio Associates Seattle, Washington	$141M	+$5.42M	4	0.15%	Increased
39	Allianz Asset Management Munich, Germany	$134M	-$13.3M	1	0.12%	Reduced
40	Swiss National Bank Zurich, Switzerland	$129M	+$604K	3	0.15%	Increased
41	SCCM Schafer Cullen Capital Management New York	$118M	+$26.1M	2	1.42%	Increased
42	Hamlin Capital Management New York	$117M	-$60.5K	2	4.74%	Reduced
43	Adage Capital Partners Boston, Massachusetts	$117M	+$94.3M	1	0.28%	Increased
44	Macquarie Group Sydney, NSW 2000, Australia	$104M	+$1.99M	4	0.19%	Increased
45	Hotchkis & Wiley Capital Management Los Angeles, California	$104M	-$1.23M	1	0.41%	Reduced
46	Silvercrest Asset Management New York	$98.7M	+$1.11M	2	0.98%	Increased
47	First Trust Advisors Wheaton, Illinois	$98.1M	-$4.91M	3	0.25%	Reduced
48	AQR Capital Management Greenwich, Connecticut	$96.8M	+$12.7M	3	0.12%	Increased
49	Jennison Associates New York	$96.5M	-$767K	1	0.1%	Reduced
50	New York State Common Retirement Fund Albany, New York	$95.2M	+$995K	3	0.12%	Increased