← 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	Charles Schwab San Francisco, California	$796M	+$5.68M	5	0.18%	Increased
27	Dimensional Fund Advisors Austin, Texas	$779M	-$118M	6	0.21%	Reduced
28	Neuberger Berman Group New York	$779M	-$654M	3	0.64%	Reduced
29	Pictet Asset Management Carouge, Switzerland	$666M	-$82.9M	4	0.73%	Reduced
30	Boston Partners Boston, Massachusetts	$655M	-$70.9M	3	0.78%	Reduced
31	Amundi Paris, France	$633M	-$40M	4	0.27%	Reduced
32	Royal Bank of Canada Toronto, Ontario, Canada	$612M	+$65.4M	7	0.14%	Increased
33	TD Asset Management Toronto, Ontario, Canada	$595M	-$34.6M	1	0.55%	Reduced
34	Janus Henderson Group London,	$565M	+$40.3M	4	0.31%	Increased
35	UBS Group Zurich, Switzerland	$559M	+$31.2M	7	0.14%	Increased
36	T. Rowe Price Associates Baltimore, Maryland	$557M	+$363M	6	0.07%	Increased
37	Raymond James Financial Services Advisors St. Petersburg, Florida	$500M	-$12.5M	3	0.74%	Reduced
38	UBS AM Chicago, Illinois	$468M	-$15.8M	4	0.17%	Reduced
39	Stifel Financial St. Louis, Missouri	$468M	-$6.18M	3	0.53%	Reduced
40	Bessemer Group Woodbridge, New Jersey	$455M	-$11.2M	3	0.82%	Reduced
41	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$454M	-$35.4M	2	0.31%	Reduced
42	Baillie Gifford & Co Edinburgh, United Kingdom	$451M	-$127M	2	0.35%	Reduced
43	Citadel Advisors Miami, Florida	$418M	+$8.16M	7	0.08%	Increased
44	Jennison Associates New York	$418M	+$353M	2	0.28%	Increased
45	Bahl & Gaynor Cincinnati, Ohio	$410M	-$7.57M	1	2.28%	Reduced
46	Swiss National Bank Zurich, Switzerland	$406M	-$14.1M	4	0.28%	Reduced
47	Artisan Partners Milwaukee, Wisconsin	$391M	+$8.04M	2	0.57%	Increased
48	Congress Asset Management Boston, Massachusetts	$346M	+$12.7M	2	2.47%	Increased
49	Barclays London, United Kingdom	$342M	-$92.3M	5	0.12%	Reduced
50	Eagle Asset Management St Petersburg, Florida	$341M	+$106M	3	1.73%	Increased