← 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	American Century Companies Kansas City, Missouri	$438M	-$103M	4	0.3%	Reduced
27	Royal Bank of Canada Toronto, Ontario, Canada	$411M	-$4.52M	6	0.11%	Reduced
28	Parametric Portfolio Associates Seattle, Washington	$395M	-$13.8M	6	0.22%	Reduced
29	Franklin Resources San Mateo, California	$391M	+$32M	4	0.15%	Increased
30	Bessemer Group Woodbridge, New Jersey	$371M	+$4.64M	2	0.79%	Increased
31	Amundi Paris, France	$346M	+$17.1M	2	0.24%	Increased
32	Charles Schwab San Francisco, California	$342M	+$3.91M	5	0.11%	Increased
33	Fidelity Investments Boston, Massachusetts	$326M	+$46.4M	5	0.03%	Increased
34	Neuberger Berman Group New York	$325M	+$24.8M	4	0.28%	Increased
35	Lazard Asset Management New York	$311M	-$11.7M	4	0.35%	Reduced
36	VOYA Investment Management Atlanta, Georgia	$307M	+$32.7M	5	0.61%	Increased
37	Putnam Investments Boston, Massachusetts	$303M	+$1.25M	2	0.47%	Increased
38	AllianceBernstein Nashville, Tennessee	$297M	-$17.2M	3	0.12%	Reduced
39	Fiduciary Management Inc Milwaukee, Wisconsin	$276M	-$45.7M	2	2.06%	Reduced
40	UBS AM Chicago, Illinois	$261M	-$356K	3	0.11%	Reduced
41	LPU Lansdowne Partners (UK) London, United Kingdom	$253M	-$3.94M	2	11.91%	Reduced
42	Swiss National Bank Zurich, Switzerland	$250M	-$7.63M	3	0.16%	Reduced
43	Holocene Advisors New York	$242M	+$43.7M	1	1.32%	Increased
44	UBS Group Zurich, Switzerland	$232M	+$177K	6	0.07%	Increased
45	Janus Henderson Group London,	$229M	-$19.4M	3	0.1%	Reduced
46	Stifel Financial St. Louis, Missouri	$224M	+$18.4M	4	0.33%	Increased
47	Raymond James Financial Services Advisors St. Petersburg, Florida	$224M	-$6.76M	3	0.45%	Reduced
48	JP Morgan Private Wealth Advisors San Francisco, California	$211M	+$30.7M	3	0.52%	Increased
49	Bahl & Gaynor Cincinnati, Ohio	$210M	-$4.84M	1	1.29%	Reduced
50	Credit Suisse Zurich, Switzerland	$194M	+$201M	3	0.11%	Increased