← 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	$281M	+$12.5M	5	0.15%	Increased
27	Raymond James & Associates St Petersburg, Florida	$263M	+$15.9M	3	0.38%	Increased
28	SSM Sound Shore Management Greenwich, Connecticut	$262M	-$3.7M	2	5.08%	Reduced
29	Fisher Asset Management Camas, Washington	$243M	+$7.67M	1	0.27%	Increased
30	Fidelity Investments Boston, Massachusetts	$241M	-$973K	4	0.03%	Reduced
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$231M	-$105M	7	0.14%	Reduced
32	Allianz Asset Management Munich, Germany	$217M	-$1.9M	2	0.2%	Reduced
33	Parametric Portfolio Associates Seattle, Washington	$197M	+$7.94M	5	0.16%	Increased
34	Epoch Investment Partners New York	$189M	-$15.6M	1	0.85%	Reduced
35	UBS AM Chicago, Illinois	$180M	-$6.8M	4	0.13%	Reduced
36	Franklin Resources San Mateo, California	$157M	+$655K	3	0.08%	Increased
37	UBS Group Zurich, Switzerland	$152M	-$6M	7	0.06%	Reduced
38	Capital International Investors Los Angeles, California	$147M	+$528K	1	0.06%	Increased
39	Ameriprise Minneapolis, Minnesota	$146M	-$27.6M	5	0.07%	Reduced
40	Swiss National Bank Zurich, Switzerland	$125M	-$5.58M	4	0.13%	Reduced
41	Cooke & Bieler Philadelphia, Pennsylvania	$121M	-$2.03M	1	2.11%	Reduced
42	Stifel Financial St. Louis, Missouri	$118M	+$11.4M	3	0.3%	Increased
43	T. Rowe Price Associates Baltimore, Maryland	$116M	-$22.7M	3	0.02%	Reduced
44	First Trust Advisors Wheaton, Illinois	$114M	+$9.98M	5	0.21%	Increased
45	PNC Financial Services Group Pittsburgh, Pennsylvania	$112M	+$25.8M	5	0.11%	Increased
46	New York State Common Retirement Fund Albany, New York	$112M	-$5.86M	5	0.14%	Reduced
47	Raymond James Financial Services Advisors St. Petersburg, Florida	$111M	+$6.64M	3	0.43%	Increased
48	Renaissance Technologies New York	$105M	-$69.3M	6	0.09%	Reduced
49	Macquarie Group Sydney, NSW 2000, Australia	$99.3M	-$1.06M	3	0.17%	Reduced
50	IAM Iridian Asset Management Westport, Connecticut	$98M	-$48M	1	1.42%	Reduced