← 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
Raymond James & Associates
Raymond James & Associates
Florida
$741M -$21.4M 3 0.61% Reduced
27
Franklin Resources
Franklin Resources
California
$663M +$12.7M 4 0.32% Increased
28
Amundi
Amundi
France
$567M -$64M 3 0.29% Reduced
29
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$552M -$88.5M 2 0.65% Reduced
30
Legal & General Group
Legal & General Group
United Kingdom
$548M +$2.27M 4 0.18% Increased
31
Neuberger Berman Group
Neuberger Berman Group
New York
$536M -$4.88M 3 0.48% Reduced
32
Charles Schwab
Charles Schwab
California
$528M -$4.05M 5 0.15% Reduced
33
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$401M -$5.78M 2 0.34% Reduced
34
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$399M -$88.5M 6 0.1% Reduced
35
TD Asset Management
TD Asset Management
Ontario, Canada
$378M +$15.7M 1 0.43% Increased
36
Bessemer Group
Bessemer Group
New Jersey
$368M -$18.9M 4 0.78% Reduced
37
Coatue Management
Coatue Management
New York
$358M +$313M 1 1.75% New
38
American Century Companies
American Century Companies
Missouri
$352M -$12.8M 4 0.27% Reduced
39
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$335M -$31.1M 2 0.26% Reduced
40
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$334M -$1.48M 3 0.59% Reduced
41
Swiss National Bank
Swiss National Bank
Switzerland
$311M -$24.7M 3 0.21% Reduced
42
Stifel Financial
Stifel Financial
Missouri
$307M -$22M 3 0.42% Reduced
43
UBS Group
UBS Group
Switzerland
$298M -$34.3M 6 0.1% Reduced
44
Bahl & Gaynor
Bahl & Gaynor
Ohio
$296M -$82.9M 1 1.8% Reduced
45
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$280M -$61.7M 2 2.83% Reduced
46
CET
Clean Energy Transition
United Kingdom
$272M +$118M 2 37.11% Increased
47
UBS AM
UBS AM
Illinois
$267M $0 3 0.13% Maintained
48
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$250M +$23.8M 2 0.86% Increased
49
Credit Suisse
Credit Suisse
Switzerland
$220M -$7.64M 3 0.22% Reduced
50
Swedbank
Swedbank
Sweden
$210M -$1.62M 1 0.36% Reduced