← 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	Capital International Investors Los Angeles, California	$371M	+$86.9M	1	0.1%	Increased
27	Parametric Portfolio Associates Seattle, Washington	$313M	-$615K	5	0.2%	Reduced
28	Royal Bank of Canada Toronto, Ontario, Canada	$305M	+$17.4M	6	0.09%	Increased
29	AllianceBernstein Nashville, Tennessee	$290M	-$32M	4	0.14%	Reduced
30	Lazard Asset Management New York	$273M	+$86.5M	3	0.34%	Increased
31	Putnam Investments Boston, Massachusetts	$249M	-$23.3M	2	0.44%	Reduced
32	UBS AM Chicago, Illinois	$236M	+$1.77M	3	0.11%	Increased
33	Amundi Asset Management US Boston, Massachusetts	$229M	+$1.17M	2	0.19%	Increased
34	Citadel Advisors Miami, Florida	$211M	+$58.9M	7	0.05%	Increased
35	Neuberger Berman Group New York	$211M	+$18.9M	4	0.22%	Increased
36	Epoch Investment Partners New York	$200M	-$2.12M	1	0.92%	Reduced
37	Waddell & Reed Financial Overland Park, Kansas	$193M	-$4.85M	2	0.41%	Reduced
38	Swiss National Bank Zurich, Switzerland	$192M	-$5.73M	3	0.14%	Reduced
39	UBS Group Zurich, Switzerland	$186M	+$22.8M	7	0.06%	Increased
40	Fidelity Investments Boston, Massachusetts	$183M	+$3.22M	5	0.02%	Increased
41	Raymond James Financial Services Advisors St. Petersburg, Florida	$183M	-$179K	3	0.46%	Reduced
42	Franklin Resources San Mateo, California	$180M	+$19.4M	3	0.08%	Increased
43	Credit Suisse Zurich, Switzerland	$169M	+$19.5M	4	0.08%	Increased
44	Bahl & Gaynor Cincinnati, Ohio	$167M	-$2.19M	1	1.06%	Reduced
45	AQR Capital Management Greenwich, Connecticut	$158M	-$21.7M	5	0.28%	Reduced
46	PNC Financial Services Group Pittsburgh, Pennsylvania	$155M	-$1.74M	5	0.16%	Reduced
47	Janus Henderson Group London,	$155M	+$15.7M	3	0.07%	Increased
48	Deutsche Bank Frankfurt Am Main Ge, Germany	$150M	+$2.22M	6	0.09%	Increased
49	Eaton Vance Management Boston, Massachusetts	$150M	-$12.8M	3	0.24%	Reduced
50	Victory Capital Management San Antonio, Texas	$148M	-$751K	3	0.16%	Reduced