← 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	$481M	+$23.7M	6	0.25%	Increased
27	Franklin Resources San Mateo, California	$461M	+$4.61M	4	0.17%	Increased
28	Royal Bank of Canada Toronto, Ontario, Canada	$453M	-$20M	6	0.1%	Reduced
29	Bessemer Group Woodbridge, New Jersey	$435M	+$5.48M	2	0.87%	Increased
30	Neuberger Berman Group New York	$422M	+$42.3M	4	0.33%	Increased
31	Fidelity Investments Boston, Massachusetts	$416M	+$36.1M	5	0.03%	Increased
32	Charles Schwab San Francisco, California	$405M	+$9.12M	5	0.12%	Increased
33	American Century Companies Kansas City, Missouri	$403M	-$104M	3	0.26%	Reduced
34	AllianceBernstein Nashville, Tennessee	$395M	+$48.7M	3	0.14%	Increased
35	Amundi Paris, France	$374M	-$22.3M	2	0.24%	Reduced
36	Fred Alger Management New York	$359M	+$194M	1	0.9%	Increased
37	Putnam Investments Boston, Massachusetts	$344M	-$7.17M	3	0.49%	Reduced
38	Holocene Advisors New York	$330M	+$47.7M	1	1.72%	Increased
39	Lazard Asset Management New York	$326M	-$28.5M	4	0.35%	Reduced
40	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$325M	+$249M	2	0.32%	Increased
41	VOYA Investment Management Atlanta, Georgia	$320M	-$34.8M	4	0.61%	Reduced
42	Fiduciary Management Inc Milwaukee, Wisconsin	$303M	-$17.2M	2	2.23%	Reduced
43	UBS AM Chicago, Illinois	$295M	-$6.9M	3	0.11%	Reduced
44	UBS Group Zurich, Switzerland	$288M	+$18.1M	6	0.08%	Increased
45	Swiss National Bank Zurich, Switzerland	$279M	-$10.1M	3	0.17%	Reduced
46	Citadel Advisors Miami, Florida	$272M	+$220M	6	0.06%	Increased
47	Stifel Financial St. Louis, Missouri	$270M	+$10.2M	4	0.36%	Increased
48	JP Morgan Private Wealth Advisors San Francisco, California	$269M	+$23.4M	3	0.58%	Increased
49	Raymond James Financial Services Advisors St. Petersburg, Florida	$260M	+$1.28M	4	0.49%	Increased
50	TD Asset Management Toronto, Ontario, Canada	$260M	+$41.4M	1	0.22%	Increased