← 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	$213M	+$9.69M	1	0.29%	Increased
27	Allianz Asset Management Munich, Germany	$200M	+$52.7M	2	0.22%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$198M	-$9.21M	6	0.14%	Reduced
29	Legal & General Group London, United Kingdom	$195M	+$15.7M	4	0.15%	Increased
30	Raymond James & Associates St Petersburg, Florida	$189M	-$5.97M	4	0.33%	Reduced
31	Neuberger Berman Group New York	$177M	-$11.1M	3	0.25%	Reduced
32	AQR Capital Management Greenwich, Connecticut	$176M	+$3.78M	3	0.2%	Increased
33	Epoch Investment Partners New York	$176M	-$23.6M	1	0.82%	Reduced
34	UBS AM Chicago, Illinois	$169M	-$4.69M	4	0.15%	Reduced
35	LCS Levin Capital Strategies New York	$164M	+$14.8M	1	3.6%	Increased
36	Parametric Portfolio Associates Seattle, Washington	$150M	-$3.77M	6	0.15%	Reduced
37	Ameriprise Minneapolis, Minnesota	$150M	-$2.72M	6	0.07%	Reduced
38	Glenview Capital Management New York	$150M	+$12.1M	1	1.45%	Increased
39	Franklin Resources San Mateo, California	$141M	-$18K	3	0.09%	Reduced
40	IAM Iridian Asset Management Westport, Connecticut	$135M	-$5.96M	1	1.8%	Reduced
41	UBS Group Zurich, Switzerland	$130M	-$13.1M	7	0.06%	Reduced
42	TIAA CREF Investment Management New York	$125M	+$5.43M	4	0.1%	Increased
43	Capital International Investors Los Angeles, California	$120M	-$49.3M	1	0.06%	Reduced
44	Two Sigma Investments New York	$118M	+$74.2M	3	0.46%	Increased
45	T. Rowe Price Associates Baltimore, Maryland	$117M	+$13M	3	0.02%	Increased
46	Hamlin Capital Management New York	$112M	-$16.1M	2	5.21%	Reduced
47	Swiss National Bank Zurich, Switzerland	$105M	+$1.01M	4	0.14%	Increased
48	Cooke & Bieler Philadelphia, Pennsylvania	$102M	+$15.6M	1	2.06%	Increased
49	New York State Common Retirement Fund Albany, New York	$96.7M	-$6.36M	4	0.14%	Reduced
50	Stifel Financial St. Louis, Missouri	$90.3M	+$2.53M	3	0.29%	Increased