← 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	Capital International Investors Los Angeles, California	$605M	-$23.4M	1	0.16%	Reduced
27	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$557M	+$44.1M	2	0.7%	Increased
28	Franklin Resources San Mateo, California	$546M	+$30M	4	0.27%	Increased
29	Invesco Atlanta, Georgia	$526M	-$41.9M	6	0.15%	Reduced
30	Amundi Paris, France	$510M	+$15.8M	3	0.28%	Increased
31	Legal & General Group London, United Kingdom	$464M	-$804K	4	0.17%	Reduced
32	Neuberger Berman Group New York	$460M	+$24M	4	0.43%	Increased
33	Charles Schwab San Francisco, California	$452M	+$4.3M	6	0.14%	Increased
34	Royal Bank of Canada Toronto, Ontario, Canada	$428M	+$24.7M	6	0.12%	Increased
35	JP Morgan Private Wealth Advisors San Francisco, California	$378M	+$12.1M	3	0.8%	Increased
36	Baillie Gifford & Co Edinburgh, United Kingdom	$347M	+$88M	2	0.31%	Increased
37	Bahl & Gaynor Cincinnati, Ohio	$333M	+$95.4M	1	1.79%	Increased
38	Bessemer Group Woodbridge, New Jersey	$332M	-$1.63M	3	0.79%	Reduced
39	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$316M	+$7.39M	1	0.24%	Increased
40	American Century Companies Kansas City, Missouri	$308M	-$111M	5	0.24%	Reduced
41	TD Asset Management Toronto, Ontario, Canada	$307M	+$15.6M	1	0.37%	Increased
42	Fiduciary Management Inc Milwaukee, Wisconsin	$296M	-$11.9M	2	2.99%	Reduced
43	Swiss National Bank Zurich, Switzerland	$289M	-$8.88M	3	0.2%	Reduced
44	UBS Group Zurich, Switzerland	$288M	+$12.1M	6	0.11%	Increased
45	Raymond James Financial Services Advisors St. Petersburg, Florida	$286M	+$13.1M	4	0.54%	Increased
46	Stifel Financial St. Louis, Missouri	$283M	+$47.2K	4	0.41%	Increased
47	UBS AM Chicago, Illinois	$267M	+$5.32M	3	0.13%	Increased
48	Millennium Management New York	$226M	-$74.6M	6	0.13%	Reduced
49	Lazard Asset Management New York	$223M	-$506K	4	0.29%	Reduced
50	Credit Suisse Zurich, Switzerland	$194M	-$11M	3	0.2%	Reduced