← 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
AllianceBernstein
AllianceBernstein
Tennessee
$274M +$2.68M 5 0.15% Increased
27
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$269M -$2.06M 5 0.19% Reduced
28
Capital International Investors
Capital International Investors
California
$255M +$255M 1 0.08% New
29
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$245M +$21.2M 6 0.09% Increased
30
Putnam Investments
Putnam Investments
Massachusetts
$232M +$1.87M 2 0.46% Increased
31
UBS AM
UBS AM
Illinois
$198M -$22.2M 3 0.11% Reduced
32
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$193M +$11.2M 3 0.2% Increased
33
Epoch Investment Partners
Epoch Investment Partners
New York
$172M -$7.03M 1 0.86% Reduced
34
Swiss National Bank
Swiss National Bank
Switzerland
$168M -$7.48M 4 0.13% Reduced
35
Lazard Asset Management
Lazard Asset Management
New York
$163M +$1.62M 3 0.23% Increased
36
Neuberger Berman Group
Neuberger Berman Group
New York
$161M +$8.91M 4 0.19% Increased
37
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$160M +$23.5M 2 0.38% Increased
38
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$156M +$2.12M 2 0.44% Increased
39
Fidelity Investments
Fidelity Investments
Massachusetts
$154M -$15.2M 4 0.02% Reduced
40
AQR Capital Management
AQR Capital Management
Connecticut
$152M -$6.66M 4 0.26% Reduced
41
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$152M -$5.62M 1 2.02% Reduced
42
Bahl & Gaynor
Bahl & Gaynor
Ohio
$143M +$41.8M 1 1.02% Increased
43
Eaton Vance Management
Eaton Vance Management
Massachusetts
$139M -$3.26M 3 0.26% Reduced
44
UBS Group
UBS Group
Switzerland
$138M +$17.6M 7 0.05% Increased
45
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$134M -$4.07M 5 0.16% Reduced
46
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$130M +$2.4M 1 0.58% Increased
47
Credit Suisse
Credit Suisse
Switzerland
$126M -$11M 4 0.08% Reduced
48
Deutsche Bank
Deutsche Bank
Germany
$126M -$4.11M 6 0.09% Reduced
49
Victory Capital Management
Victory Capital Management
Texas
$125M +$18M 4 0.16% Increased
50
Franklin Resources
Franklin Resources
California
$123M +$9.97M 3 0.06% Increased