← 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
Raymond James & Associates
Raymond James & Associates
Florida
$283M +$20.4M 4 0.39% Increased
27
Goldman Sachs
Goldman Sachs
New York
$282M -$8.85M 6 0.08% Reduced
28
Legal & General Group
Legal & General Group
United Kingdom
$268M -$10.7M 5 0.14% Reduced
29
Fisher Asset Management
Fisher Asset Management
Washington
$251M +$11.4M 1 0.28% Increased
30
SSM
Sound Shore Management
Connecticut
$240M -$8.73M 2 4.99% Reduced
31
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$214M +$18.3M 5 0.17% Increased
32
Allianz Asset Management
Allianz Asset Management
Germany
$214M -$2.06M 2 0.21% Reduced
33
Fidelity Investments
Fidelity Investments
Massachusetts
$205M -$32.5M 4 0.02% Reduced
34
Deutsche Bank
Deutsche Bank
Germany
$196M -$33.6M 7 0.14% Reduced
35
Epoch Investment Partners
Epoch Investment Partners
New York
$184M -$5.18M 1 0.84% Reduced
36
UBS AM
UBS AM
Illinois
$183M +$6.23M 5 0.12% Increased
37
AllianceBernstein
AllianceBernstein
Tennessee
$173M +$78.9M 5 0.11% Increased
38
UBS Group
UBS Group
Switzerland
$169M +$18.6M 7 0.07% Increased
39
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$153M +$42.3M 3 0.02% Increased
40
Franklin Resources
Franklin Resources
California
$140M -$327K 3 0.08% Reduced
41
Putnam Investments
Putnam Investments
Massachusetts
$139M +$119M 1 0.31% Increased
42
Eaton Vance Management
Eaton Vance Management
Massachusetts
$131M +$47.8M 3 0.28% Increased
43
Victory Capital Management
Victory Capital Management
Texas
$125M +$66.6M 5 0.16% Increased
44
Swiss National Bank
Swiss National Bank
Switzerland
$125M +$1.26M 4 0.13% Increased
45
First Trust Advisors
First Trust Advisors
Illinois
$121M +$7.77M 5 0.23% Increased
46
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$120M -$736K 1 2.05% Reduced
47
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$118M +$7.32M 3 0.43% Increased
48
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$111M -$279K 5 0.11% Reduced
49
Stifel Financial
Stifel Financial
Missouri
$108M -$7.88M 3 0.28% Reduced
50
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$106M -$4.84M 5 0.13% Reduced