← 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
LSV Asset Management
LSV Asset Management
Illinois
$239M -$123M 1 0.58% Reduced
27
Fisher Asset Management
Fisher Asset Management
Washington
$231M +$6.21M 1 0.29% Increased
28
Trian Fund Management
Trian Fund Management
New York
$229M +$90K 1 3.3% Increased
29
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$218M +$27.1M 5 0.2% Increased
30
AllianceBernstein
AllianceBernstein
Tennessee
$187M +$47.5M 5 0.13% Increased
31
AQR Capital Management
AQR Capital Management
Connecticut
$186M -$130M 5 0.31% Reduced
32
UBS AM
UBS AM
Illinois
$178M +$11.8M 3 0.13% Increased
33
Fidelity Investments
Fidelity Investments
Massachusetts
$166M -$10.3M 5 0.02% Reduced
34
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$166M -$121M 6 0.08% Reduced
35
Putnam Investments
Putnam Investments
Massachusetts
$164M +$38.8M 1 0.43% Increased
36
Holocene Advisors
Holocene Advisors
New York
$135M +$159M 1 1.45% New
37
UBS Group
UBS Group
Switzerland
$134M -$32M 7 0.06% Reduced
38
Deutsche Bank
Deutsche Bank
Germany
$131M -$56.9M 6 0.12% Reduced
39
Swiss National Bank
Swiss National Bank
Switzerland
$131M +$25.8M 4 0.14% Increased
40
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$130M -$877K 3 0.02% Reduced
41
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$126M -$49.1M 1 2.04% Reduced
42
Epoch Investment Partners
Epoch Investment Partners
New York
$120M -$13.8M 1 0.73% Reduced
43
USS Investment Management
USS Investment Management
United Kingdom
$120M -$16.7M 1 1.63% Reduced
44
Neuberger Berman Group
Neuberger Berman Group
New York
$119M +$7.13M 2 0.18% Increased
45
First Trust Advisors
First Trust Advisors
Illinois
$116M +$2.37M 6 0.26% Increased
46
Lazard Asset Management
Lazard Asset Management
New York
$115M -$144M 4 0.21% Reduced
47
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$112M -$7.55M 3 0.49% Reduced
48
Eaton Vance Management
Eaton Vance Management
Massachusetts
$109M -$11.5M 3 0.27% Reduced
49
Victory Capital Management
Victory Capital Management
Texas
$107M -$13.2M 5 0.18% Reduced
50
Adage Capital Partners
Adage Capital Partners
Massachusetts
$106M +$46.5M 2 0.32% Increased