← 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	Legal & General Group London, United Kingdom	$641M	+$6.93M	4	0.2%	Increased
27	Charles Schwab San Francisco, California	$610M	+$7.23M	5	0.15%	Increased
28	Pictet Asset Management Carouge, Switzerland	$586M	-$16.7M	2	0.65%	Reduced
29	Boston Partners Boston, Massachusetts	$570M	-$159M	2	0.75%	Reduced
30	Amundi Paris, France	$525M	-$115M	4	0.24%	Reduced
31	TD Asset Management Toronto, Ontario, Canada	$489M	+$74.5M	1	0.48%	Increased
32	Baillie Gifford & Co Edinburgh, United Kingdom	$461M	-$13.4M	2	0.37%	Reduced
33	Royal Bank of Canada Toronto, Ontario, Canada	$419M	+$54.3M	6	0.1%	Increased
34	UBS Group Zurich, Switzerland	$403M	+$50.8M	6	0.12%	Increased
35	Janus Henderson Group London,	$402M	+$94.5M	4	0.24%	Increased
36	Raymond James Financial Services Advisors St. Petersburg, Florida	$396M	+$2.59M	4	0.64%	Increased
37	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$381M	-$10M	1	0.28%	Reduced
38	UBS AM Chicago, Illinois	$375M	+$14.5M	4	0.15%	Increased
39	Stifel Financial St. Louis, Missouri	$366M	+$4.63M	3	0.46%	Increased
40	Bessemer Group Woodbridge, New Jersey	$360M	-$73.6M	3	0.7%	Reduced
41	Barclays London, United Kingdom	$345M	+$116M	5	0.13%	Increased
42	Swiss National Bank Zurich, Switzerland	$325M	-$10.2M	4	0.24%	Reduced
43	Bahl & Gaynor Cincinnati, Ohio	$322M	-$21.2M	1	1.94%	Reduced
44	Balyasny Asset Management Chicago, Illinois	$316M	+$253M	3	0.59%	Increased
45	Citadel Advisors Miami, Florida	$316M	+$114M	6	0.06%	Increased
46	Artisan Partners Milwaukee, Wisconsin	$295M	+$142M	2	0.45%	Increased
47	CET Clean Energy Transition London, United Kingdom	$273M	+$2.62M	2	27.05%	Increased
48	Mirae Asset Global Investments Seoul, South Korea	$269M	-$5.9M	2	0.55%	Reduced
49	Congress Asset Management Boston, Massachusetts	$257M	+$460K	2	2.03%	Increased
50	Deutsche Bank Frankfurt Am Main Ge, Germany	$246M	+$16.5M	4	0.13%	Increased