← 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	Deutsche Bank Frankfurt Am Main Ge, Germany	$236M	+$1.18M	6	0.12%	Increased
27	Epoch Investment Partners New York	$227M	+$53.3M	1	0.7%	Increased
28	Fisher Asset Management Camas, Washington	$223M	+$13.9M	1	0.29%	Increased
29	LCS Levin Capital Strategies New York	$212M	+$2.8M	2	3.66%	Increased
30	Neuberger Berman Group New York	$208M	+$76.2M	3	0.23%	Increased
31	Raymond James & Associates St Petersburg, Florida	$207M	+$22.7M	4	0.35%	Increased
32	Schroder Investment Management Group London, United Kingdom	$200M	+$18M	1	0.35%	Increased
33	ClearBridge Investments New York	$194M	+$20M	3	0.16%	Increased
34	Legal & General Group London, United Kingdom	$189M	+$13M	4	0.15%	Increased
35	TIAA CREF Investment Management New York	$184M	-$1.32M	4	0.12%	Reduced
36	AQR Capital Management Greenwich, Connecticut	$175M	-$6.04M	3	0.18%	Reduced
37	UBS AM Chicago, Illinois	$173M	-$5.39M	4	0.13%	Reduced
38	Ameriprise Minneapolis, Minnesota	$172M	-$95.6M	5	0.08%	Reduced
39	Allianz Asset Management Munich, Germany	$168M	+$17.9M	2	0.16%	Increased
40	Parametric Portfolio Associates Seattle, Washington	$165M	+$18.8M	5	0.16%	Increased
41	IAM Iridian Asset Management Westport, Connecticut	$163M	+$168M	1	1.5%	New
42	Glenview Capital Management New York	$160M	+$166M	1	1.09%	New
43	Franklin Resources San Mateo, California	$159M	+$162M	3	0.08%	Increased
44	T. Rowe Price Associates Baltimore, Maryland	$159M	+$84.3M	4	0.02%	Increased
45	Hamlin Capital Management New York	$146M	+$45.3M	2	5.93%	Increased
46	UBS Group Zurich, Switzerland	$136M	+$13.5M	7	0.06%	Increased
47	Adage Capital Partners Boston, Massachusetts	$121M	+$126M	2	0.28%	New
48	Swiss National Bank Zurich, Switzerland	$119M	+$11M	4	0.14%	Increased
49	First Trust Advisors Wheaton, Illinois	$118M	+$804K	4	0.25%	Increased
50	New York State Common Retirement Fund Albany, New York	$116M	+$22.6M	4	0.14%	Increased