← 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 Seattle, Washington	$407M	+$10.7M	6	0.23%	Increased
27	DZ Bank Frankfurt Am Main, Germany	$386M	+$368M	1	0.61%	Increased
28	Bessemer Group Woodbridge, New Jersey	$364M	+$262M	2	0.79%	Increased
29	Franklin Resources San Mateo, California	$354M	+$50.7M	3	0.14%	Increased
30	Charles Schwab San Francisco, California	$334M	+$3.82M	5	0.11%	Increased
31	Amundi Paris, France	$328M	+$319M	2	0.23%	New
32	Lazard Asset Management New York	$325M	-$14.4M	4	0.36%	Reduced
33	Fiduciary Management Inc Milwaukee, Wisconsin	$315M	-$129M	2	2.31%	Reduced
34	AllianceBernstein Nashville, Tennessee	$311M	-$5.39M	4	0.12%	Reduced
35	Putnam Investments Boston, Massachusetts	$300M	-$1.68M	2	0.47%	Reduced
36	Neuberger Berman Group New York	$297M	-$6.78M	4	0.26%	Reduced
37	Fidelity Investments Boston, Massachusetts	$280M	+$21M	6	0.02%	Increased
38	VOYA Investment Management Atlanta, Georgia	$272M	+$27.5M	5	0.53%	Increased
39	UBS AM Chicago, Illinois	$259M	-$27.6M	3	0.11%	Reduced
40	Macquarie Group Sydney, NSW 2000, Australia	$256M	+$177M	3	0.21%	Increased
41	Swiss National Bank Zurich, Switzerland	$255M	+$13M	3	0.16%	Increased
42	LPU Lansdowne Partners (UK) London, United Kingdom	$250M	+$101M	2	10.01%	Increased
43	ClearBridge Investments New York	$247M	+$160M	2	0.17%	Increased
44	Janus Henderson Group London,	$244M	+$60.9M	4	0.1%	Increased
45	UBS Group Zurich, Switzerland	$231M	+$17.5M	6	0.07%	Increased
46	Raymond James Financial Services Advisors St. Petersburg, Florida	$228M	+$1.28M	3	0.47%	Increased
47	Bahl & Gaynor Cincinnati, Ohio	$213M	+$17.7M	1	1.3%	Increased
48	Stifel Financial St. Louis, Missouri	$206M	+$17.5M	4	0.31%	Increased
49	Holocene Advisors New York	$200M	+$58.1M	1	1.13%	Increased
50	Deutsche Bank Frankfurt Am Main Ge, Germany	$192M	+$10.2M	6	0.09%	Increased