← 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 Toronto, Ontario, Canada	$387M	+$36.4M	6	0.11%	Increased
27	Parametric Portfolio Associates Seattle, Washington	$367M	+$8.25M	5	0.21%	Increased
28	Amundi Asset Management US Boston, Massachusetts	$359M	+$89.1M	2	0.27%	Increased
29	Lazard Asset Management New York	$310M	+$5.73M	3	0.38%	Increased
30	Charles Schwab San Francisco, California	$308M	-$519M	5	0.11%	Reduced
31	AllianceBernstein Nashville, Tennessee	$295M	-$36.2M	4	0.13%	Reduced
32	Putnam Investments Boston, Massachusetts	$281M	-$5.13M	2	0.47%	Reduced
33	Neuberger Berman Group New York	$281M	+$34.2M	4	0.27%	Increased
34	Franklin Resources San Mateo, California	$274M	+$55.9M	3	0.11%	Increased
35	UBS AM Chicago, Illinois	$268M	-$3.63M	3	0.12%	Reduced
36	Fidelity Investments Boston, Massachusetts	$239M	+$27.6M	5	0.02%	Increased
37	VOYA Investment Management Atlanta, Georgia	$227M	+$172M	5	0.46%	Increased
38	Swiss National Bank Zurich, Switzerland	$225M	+$2.96M	3	0.15%	Increased
39	Raymond James Financial Services Advisors St. Petersburg, Florida	$212M	+$1.43M	3	0.48%	Increased
40	UBS Group Zurich, Switzerland	$198M	-$13.8M	6	0.07%	Reduced
41	Waddell & Reed Financial Overland Park, Kansas	$196M	-$28.8M	2	0.4%	Reduced
42	Credit Suisse Zurich, Switzerland	$193M	-$1.86M	3	0.1%	Reduced
43	AQR Capital Management Greenwich, Connecticut	$186M	+$2.36M	5	0.3%	Increased
44	Bahl & Gaynor Cincinnati, Ohio	$182M	-$9.17M	1	1.15%	Reduced
45	PNC Financial Services Group Pittsburgh, Pennsylvania	$178M	-$341K	5	0.17%	Reduced
46	Stifel Financial St. Louis, Missouri	$174M	+$16.4M	4	0.29%	Increased
47	Victory Capital Management San Antonio, Texas	$169M	-$1.31M	4	0.17%	Reduced
48	Deutsche Bank Frankfurt Am Main Ge, Germany	$169M	-$3.03M	6	0.09%	Reduced
49	Janus Henderson Group London,	$167M	-$12.9M	4	0.08%	Reduced
50	Eaton Vance Management Boston, Massachusetts	$167M	-$5.54M	6	0.25%	Reduced