← 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
Invesco
Georgia
$518M +$3.66M 6 0.15% Increased
27
Amundi
Amundi
France
$506M -$13.3M 2 0.28% Reduced
28
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$468M +$40.3M 2 0.68% Increased
29
Franklin Resources
Franklin Resources
California
$467M -$2.88M 4 0.24% Reduced
30
Legal & General Group
Legal & General Group
United Kingdom
$425M -$23.4M 4 0.16% Reduced
31
Charles Schwab
Charles Schwab
California
$407M +$9.27M 5 0.13% Increased
32
Neuberger Berman Group
Neuberger Berman Group
New York
$394M -$61.6M 4 0.39% Reduced
33
American Century Companies
American Century Companies
Missouri
$380M -$54.2M 5 0.31% Reduced
34
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$365M -$2.23M 6 0.1% Reduced
35
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$335M +$6.58M 3 0.75% Increased
36
Bessemer Group
Bessemer Group
New Jersey
$306M -$93.4M 2 0.74% Reduced
37
Citadel Advisors
Citadel Advisors
Florida
$288M -$53.9M 6 0.07% Reduced
38
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$282M -$42.3M 1 0.22% Reduced
39
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$280M -$21.5M 2 2.84% Reduced
40
Millennium Management
Millennium Management
New York
$276M +$148M 6 0.15% Increased
41
Swiss National Bank
Swiss National Bank
Switzerland
$272M -$16.6M 3 0.2% Reduced
42
TD Asset Management
TD Asset Management
Ontario, Canada
$266M +$8.99M 1 0.33% Increased
43
Stifel Financial
Stifel Financial
Missouri
$258M +$842K 4 0.39% Increased
44
UBS Group
UBS Group
Switzerland
$251M +$26.7M 6 0.09% Increased
45
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$250M +$5.15M 4 0.5% Increased
46
UBS AM
UBS AM
Illinois
$239M -$21.9M 3 0.13% Reduced
47
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$233M +$223M 2 0.24% Increased
48
Bahl & Gaynor
Bahl & Gaynor
Ohio
$215M -$10.2M 1 1.34% Reduced
49
VOYA Investment Management
VOYA Investment Management
Georgia
$207M -$52.7M 3 0.24% Reduced
50
Lazard Asset Management
Lazard Asset Management
New York
$202M -$66.4M 4 0.28% Reduced