← 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	$229M	+$12.6M	1	0.3%	Increased
27	LCS Levin Capital Strategies New York	$224M	+$12.8M	2	4.07%	Increased
28	Raymond James & Associates St Petersburg, Florida	$199M	+$13.8M	3	0.36%	Increased
29	TIAA CREF Investment Management New York	$197M	-$19.4M	3	0.13%	Reduced
30	Schroder Investment Management Group London, United Kingdom	$196M	+$80.4M	1	0.34%	Increased
31	AQR Capital Management Greenwich, Connecticut	$191M	+$20.4M	2	0.21%	Increased
32	UBS AM Chicago, Illinois	$191M	+$3.61M	3	0.15%	Increased
33	LM Luminus Management Houston, Texas	$189M	+$25.5M	1	3.92%	Increased
34	Legal & General Group London, United Kingdom	$188M	-$11.3M	3	0.14%	Reduced
35	Epoch Investment Partners New York	$188M	-$10.1M	1	0.67%	Reduced
36	American Century Companies Kansas City, Missouri	$179M	-$11M	1	0.18%	Reduced
37	Millennium Management New York	$174M	+$99.9M	4	0.23%	Increased
38	Allianz Asset Management Munich, Germany	$161M	+$8.59M	1	0.15%	Increased
39	Parametric Portfolio Associates Seattle, Washington	$157M	+$9.09M	4	0.15%	Increased
40	Neuberger Berman Group New York	$144M	+$56.8M	2	0.16%	Increased
41	UBS Group Zurich, Switzerland	$131M	-$18.7M	6	0.06%	Reduced
42	First Trust Advisors Wheaton, Illinois	$126M	+$20.3M	4	0.29%	Increased
43	SCCM Schafer Cullen Capital Management New York	$116M	-$731K	2	1.39%	Reduced
44	Swiss National Bank Zurich, Switzerland	$116M	-$18.7M	3	0.14%	Reduced
45	Hamlin Capital Management New York	$111M	-$2.91M	2	4.29%	Reduced
46	Hotchkis & Wiley Capital Management Los Angeles, California	$105M	-$2.72M	1	0.42%	Reduced
47	Credit Suisse Zurich, Switzerland	$102M	+$15.5M	4	0.1%	Increased
48	Macquarie Group Sydney, NSW 2000, Australia	$102M	+$2.13M	3	0.19%	Increased
49	New York State Common Retirement Fund Albany, New York	$100M	-$3.84M	3	0.12%	Reduced
50	Teachers Advisors New York	$100M	+$28.8M	3	0.13%	Increased