← 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
Boston Partners
Boston Partners
Massachusetts
$660M -$221M 2 0.91% Reduced
27
Wellington Management Group
Wellington Management Group
Massachusetts
$621M -$214M 2 0.12% Reduced
28
Amundi
Amundi
France
$568M -$24.2M 3 0.28% Reduced
29
Legal & General Group
Legal & General Group
United Kingdom
$561M -$19.3M 4 0.2% Reduced
30
Pictet Asset Management
Pictet Asset Management
Switzerland
$535M +$541M 3 0.66% New
31
Charles Schwab
Charles Schwab
California
$535M -$23.4M 5 0.15% Reduced
32
Neuberger Berman Group
Neuberger Berman Group
New York
$532M -$28.6M 3 0.48% Reduced
33
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$416M -$10.3M 2 0.38% Reduced
34
Bessemer Group
Bessemer Group
New Jersey
$390M +$289K 3 0.86% Increased
35
TD Asset Management
TD Asset Management
Ontario, Canada
$361M -$40.4M 1 0.44% Reduced
36
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$348M -$6.09M 3 0.63% Reduced
37
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$347M -$8.52M 1 0.28% Reduced
38
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$342M +$344M 2 0.98% Increased
39
Stifel Financial
Stifel Financial
Missouri
$320M -$5.15M 3 0.45% Reduced
40
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$319M -$105M 6 0.09% Reduced
41
UBS AM
UBS AM
Illinois
$318M -$13.8M 3 0.14% Reduced
42
UBS Group
UBS Group
Switzerland
$308M -$7.75M 6 0.11% Reduced
43
Bahl & Gaynor
Bahl & Gaynor
Ohio
$306M -$8.2M 1 1.95% Reduced
44
Swiss National Bank
Swiss National Bank
Switzerland
$298M -$31.7M 4 0.23% Reduced
45
Janus Henderson Group
Janus Henderson Group
$266M +$217M 4 0.17% Increased
46
American Century Companies
American Century Companies
Missouri
$246M -$123M 4 0.19% Reduced
47
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$246M +$23.8M 2 0.54% Increased
48
CET
Clean Energy Transition
United Kingdom
$241M -$43M 2 35.05% Reduced
49
Congress Asset Management
Congress Asset Management
Massachusetts
$229M +$119M 2 2.03% Increased
50
Credit Suisse
Credit Suisse
Switzerland
$219M -$13.7M 4 0.22% Reduced