← 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	Neuberger Berman Group New York	$477M	+$101M	4	0.4%	Increased
27	Parametric Portfolio Associates Seattle, Washington	$435M	+$14.5M	6	0.23%	Increased
28	Franklin Resources San Mateo, California	$427M	+$15.3M	4	0.17%	Increased
29	Fidelity Investments Boston, Massachusetts	$402M	+$36.8M	7	0.03%	Increased
30	Bessemer Group Woodbridge, New Jersey	$387M	+$4.8M	2	0.81%	Increased
31	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$372M	+$89.4M	2	0.42%	Increased
32	Charles Schwab San Francisco, California	$369M	+$11.3M	5	0.11%	Increased
33	Amundi Paris, France	$369M	+$52.3M	2	0.25%	Increased
34	American Century Companies Kansas City, Missouri	$367M	+$1.89K	3	0.25%	Increased
35	AllianceBernstein Nashville, Tennessee	$366M	+$19M	3	0.14%	Increased
36	Royal Bank of Canada Toronto, Ontario, Canada	$357M	-$40.2M	6	0.09%	Reduced
37	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$303M	+$312M	1	0.2%	New
38	Putnam Investments Boston, Massachusetts	$301M	-$1.35M	3	0.45%	Reduced
39	Lazard Asset Management New York	$280M	-$935K	3	0.32%	Reduced
40	Swiss National Bank Zurich, Switzerland	$279M	+$34.3M	3	0.16%	Increased
41	VOYA Investment Management Atlanta, Georgia	$275M	-$7.93M	4	0.57%	Reduced
42	Fiduciary Management Inc Milwaukee, Wisconsin	$272M	+$1.67M	2	2.2%	Increased
43	JP Morgan Private Wealth Advisors San Francisco, California	$266M	+$30.4M	3	0.58%	Increased
44	UBS AM Chicago, Illinois	$258M	-$871K	3	0.11%	Reduced
45	TD Asset Management Toronto, Ontario, Canada	$243M	+$15.3M	1	0.22%	Increased
46	Stifel Financial St. Louis, Missouri	$230M	-$6.86M	4	0.31%	Reduced
47	Raymond James Financial Services Advisors St. Petersburg, Florida	$227M	-$1M	4	0.43%	Reduced
48	Fred Alger Management New York	$225M	-$93.3M	1	0.72%	Reduced
49	Credit Suisse Zurich, Switzerland	$225M	-$2.35M	4	0.19%	Reduced
50	UBS Group Zurich, Switzerland	$219M	-$33.9M	6	0.07%	Reduced