← 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	Legal & General Group London, United Kingdom	$261M	+$30.9M	4	0.15%	Increased
27	AQR Capital Management Greenwich, Connecticut	$247M	+$38.3M	3	0.26%	Increased
28	Raymond James & Associates St Petersburg, Florida	$239M	+$17.9M	4	0.36%	Increased
29	Fidelity Investments Boston, Massachusetts	$239M	-$68.7M	4	0.03%	Reduced
30	Fisher Asset Management Camas, Washington	$222M	+$11M	1	0.26%	Increased
31	Allianz Asset Management Munich, Germany	$212M	-$21.2M	3	0.21%	Reduced
32	TIAA CREF Investment Management New York	$201M	+$51.2M	4	0.14%	Increased
33	Epoch Investment Partners New York	$199M	-$7.17M	1	0.87%	Reduced
34	UBS AM Chicago, Illinois	$185M	-$13.4M	4	0.14%	Reduced
35	Parametric Portfolio Associates Seattle, Washington	$183M	+$12.7M	6	0.16%	Increased
36	Franklin Resources San Mateo, California	$169M	-$557K	3	0.09%	Reduced
37	Renaissance Technologies New York	$168M	+$98.6M	4	0.15%	Increased
38	Ameriprise Minneapolis, Minnesota	$168M	+$3.07M	5	0.08%	Increased
39	IAM Iridian Asset Management Westport, Connecticut	$157M	-$4.47M	1	2%	Reduced
40	UBS Group Zurich, Switzerland	$153M	+$2.94M	7	0.06%	Increased
41	Glenview Capital Management New York	$151M	-$27.6M	1	1.34%	Reduced
42	Capital International Investors Los Angeles, California	$142M	+$940K	1	0.06%	Increased
43	T. Rowe Price Associates Baltimore, Maryland	$142M	+$2.93M	3	0.02%	Increased
44	Swiss National Bank Zurich, Switzerland	$127M	+$3.19M	4	0.14%	Increased
45	Cooke & Bieler Philadelphia, Pennsylvania	$119M	-$222K	1	2.14%	Reduced
46	Hamlin Capital Management New York	$117M	-$1.69M	2	5.21%	Reduced
47	Miller Howard Investments Kingston, New York	$117M	+$43.8M	2	3.22%	Increased
48	New York State Common Retirement Fund Albany, New York	$116M	+$2.09M	4	0.15%	Increased
49	Stifel Financial St. Louis, Missouri	$102M	+$2.75M	3	0.29%	Increased
50	Raymond James Financial Services Advisors St. Petersburg, Florida	$101M	+$15.6M	3	0.42%	Increased