← 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
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$236M -$16.1M 5 0.18% Reduced
27
AllianceBernstein
AllianceBernstein
Tennessee
$234M +$21.7M 5 0.14% Increased
28
Trian Fund Management
Trian Fund Management
New York
$232M -$21.2M 1 4.2% Reduced
29
Putnam Investments
Putnam Investments
Massachusetts
$198M +$12.2M 2 0.42% Increased
30
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$195M +$1.7M 6 0.08% Increased
31
UBS AM
UBS AM
Illinois
$192M -$7.56M 3 0.12% Reduced
32
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$156M +$83.1M 3 0.18% Increased
33
Epoch Investment Partners
Epoch Investment Partners
New York
$154M +$17.6M 1 0.79% Increased
34
Swiss National Bank
Swiss National Bank
Switzerland
$152M +$3.94M 4 0.13% Increased
35
Fidelity Investments
Fidelity Investments
Massachusetts
$147M -$40.2M 5 0.02% Reduced
36
Lazard Asset Management
Lazard Asset Management
New York
$143M -$5.58M 3 0.22% Reduced
37
AQR Capital Management
AQR Capital Management
Connecticut
$139M -$66.5M 4 0.22% Reduced
38
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$135M -$6.88M 1 1.85% Reduced
39
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$132M +$4.59M 2 0.42% Increased
40
Neuberger Berman Group
Neuberger Berman Group
New York
$130M -$3.86M 4 0.16% Reduced
41
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$128M +$18.4M 2 0.33% Increased
42
Citadel Advisors
Citadel Advisors
Florida
$125M -$145M 6 0.04% Reduced
43
Eaton Vance Management
Eaton Vance Management
Massachusetts
$122M -$85.5K 3 0.25% Reduced
44
Franklin Resources
Franklin Resources
California
$121M +$3.35M 2 0.06% Increased
45
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$119M +$1.71M 5 0.16% Increased
46
Credit Suisse
Credit Suisse
Switzerland
$118M +$3.71M 4 0.08% Increased
47
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$112M +$84.5M 1 0.7% Increased
48
Deutsche Bank
Deutsche Bank
Germany
$112M -$34M 6 0.08% Reduced
49
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$109M -$35.3M 3 0.01% Reduced
50
UBS Group
UBS Group
Switzerland
$104M -$46.6M 7 0.04% Reduced