← 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	Invesco Atlanta, Georgia	$420M	-$157M	6	0.13%	Reduced
27	Neuberger Berman Group New York	$411M	-$655K	4	0.41%	Reduced
28	Legal & General Group London, United Kingdom	$399M	-$2.9M	4	0.14%	Reduced
29	American Century Companies Kansas City, Missouri	$378M	+$53.9M	3	0.31%	Increased
30	Franklin Resources San Mateo, California	$369M	-$87.3K	4	0.18%	Reduced
31	Amundi Paris, France	$363M	+$53.4M	2	0.29%	Increased
32	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$333M	+$26.7M	2	0.46%	Increased
33	Fidelity Investments Boston, Massachusetts	$328M	-$11.3M	7	0.03%	Reduced
34	Bessemer Group Woodbridge, New Jersey	$323M	+$2.06M	3	0.81%	Increased
35	Royal Bank of Canada Toronto, Ontario, Canada	$315M	+$19.8M	6	0.09%	Increased
36	Charles Schwab San Francisco, California	$311M	+$1.18M	4	0.11%	Increased
37	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$260M	+$10.3M	1	0.2%	Increased
38	Fiduciary Management Inc Milwaukee, Wisconsin	$251M	+$20.8M	2	2.38%	Increased
39	Putnam Investments Boston, Massachusetts	$248M	-$1.83M	3	0.45%	Reduced
40	JP Morgan Private Wealth Advisors San Francisco, California	$245M	+$26.8M	3	0.63%	Increased
41	Swiss National Bank Zurich, Switzerland	$233M	+$261K	3	0.16%	Increased
42	Lazard Asset Management New York	$229M	-$3.36M	4	0.31%	Reduced
43	VOYA Investment Management Atlanta, Georgia	$222M	-$11.4M	3	0.56%	Reduced
44	Citadel Advisors Miami, Florida	$210M	+$153M	5	0.05%	Increased
45	UBS AM Chicago, Illinois	$203M	-$13.3M	3	0.11%	Reduced
46	Stifel Financial St. Louis, Missouri	$201M	+$11.7M	4	0.31%	Increased
47	TD Asset Management Toronto, Ontario, Canada	$199M	-$2.44M	1	0.23%	Reduced
48	Fred Alger Management New York	$195M	+$9.23M	1	0.91%	Increased
49	Raymond James Financial Services Advisors St. Petersburg, Florida	$190M	+$1.08M	4	0.41%	Increased
50	UBS Group Zurich, Switzerland	$186M	+$3.76M	7	0.08%	Increased