← 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
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$341M +$7.51M 6 0.12% Increased
27
Raymond James & Associates
Raymond James & Associates
Florida
$334M +$9.5M 4 0.42% Increased
28
Fisher Asset Management
Fisher Asset Management
Washington
$315M +$7.32M 1 0.32% Increased
29
Legal & General Group
Legal & General Group
United Kingdom
$310M +$4.36M 5 0.15% Increased
30
Lazard Asset Management
Lazard Asset Management
New York
$309M -$249M 5 0.44% Reduced
31
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$248M +$569K 5 0.18% Increased
32
Fidelity Investments
Fidelity Investments
Massachusetts
$221M -$10.6M 4 0.02% Reduced
33
Deutsche Bank
Deutsche Bank
Germany
$220M -$3.15M 6 0.14% Reduced
34
UBS AM
UBS AM
Illinois
$212M +$2.13M 4 0.13% Increased
35
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$205M +$63.8M 1 2.2% Increased
36
UBS Group
UBS Group
Switzerland
$200M +$4.91M 6 0.07% Increased
37
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$198M +$185M 1 1.23% New
38
AllianceBernstein
AllianceBernstein
Tennessee
$181M -$15.2M 5 0.1% Reduced
39
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$179M +$3.12M 3 0.02% Increased
40
USS Investment Management
USS Investment Management
United Kingdom
$163M +$153M 1 1.59% New
41
Allianz Asset Management
Allianz Asset Management
Germany
$163M -$75.5M 1 0.15% Reduced
42
Franklin Resources
Franklin Resources
California
$161M -$1.18M 3 0.08% Reduced
43
Epoch Investment Partners
Epoch Investment Partners
New York
$160M -$45.8M 1 0.69% Reduced
44
Putnam Investments
Putnam Investments
Massachusetts
$160M +$1.81M 1 0.33% Increased
45
First Trust Advisors
First Trust Advisors
Illinois
$147M +$5.88M 5 0.25% Increased
46
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$145M +$9.46M 3 0.46% Increased
47
Eaton Vance Management
Eaton Vance Management
Massachusetts
$145M -$3.6M 3 0.28% Reduced
48
Victory Capital Management
Victory Capital Management
Texas
$144M +$1.21M 3 0.17% Increased
49
Balyasny Asset Management
Balyasny Asset Management
Illinois
$143M +$133M 2 0.85% Increased
50
Neuberger Berman Group
Neuberger Berman Group
New York
$138M +$26.7M 3 0.16% Increased