← 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	Amundi Paris, France	$456M	+$39.5M	2	0.27%	Increased
27	Invesco Atlanta, Georgia	$435M	-$4.85M	6	0.14%	Reduced
28	Franklin Resources San Mateo, California	$392M	+$11.4M	4	0.21%	Increased
29	Neuberger Berman Group New York	$383M	-$44M	4	0.4%	Reduced
30	Legal & General Group London, United Kingdom	$380M	-$43.1M	5	0.15%	Reduced
31	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$363M	+$11.2M	2	0.54%	Increased
32	American Century Companies Kansas City, Missouri	$360M	-$23.3M	3	0.32%	Reduced
33	Bessemer Group Woodbridge, New Jersey	$341M	-$1.02M	4	0.89%	Reduced
34	Charles Schwab San Francisco, California	$335M	+$10M	4	0.12%	Increased
35	Fidelity Investments Boston, Massachusetts	$330M	-$11.5M	5	0.03%	Reduced
36	Royal Bank of Canada Toronto, Ontario, Canada	$311M	-$14M	6	0.1%	Reduced
37	Citadel Advisors Miami, Florida	$291M	+$73M	4	0.07%	Increased
38	JP Morgan Private Wealth Advisors San Francisco, California	$279M	+$20.8M	3	0.73%	Increased
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$277M	+$974K	1	0.23%	Increased
40	Balyasny Asset Management Chicago, Illinois	$261M	+$106M	1	0.8%	Increased
41	Fiduciary Management Inc Milwaukee, Wisconsin	$254M	-$7.98M	2	2.67%	Reduced
42	Swiss National Bank Zurich, Switzerland	$245M	-$42.4K	3	0.18%	Reduced
43	Lazard Asset Management New York	$229M	-$3.16M	3	0.33%	Reduced
44	UBS AM Chicago, Illinois	$222M	+$7.34M	3	0.12%	Increased
45	VOYA Investment Management Atlanta, Georgia	$220M	-$13.9M	4	0.26%	Reduced
46	TD Asset Management Toronto, Ontario, Canada	$220M	+$7.82M	1	0.28%	Increased
47	Stifel Financial St. Louis, Missouri	$219M	+$8.15M	4	0.36%	Increased
48	Raymond James Financial Services Advisors St. Petersburg, Florida	$208M	+$7.64M	4	0.46%	Increased
49	Bahl & Gaynor Cincinnati, Ohio	$192M	+$13.1M	1	1.27%	Increased
50	UBS Group Zurich, Switzerland	$190M	-$3.03M	7	0.08%	Reduced