← 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	Amundi Paris, France	$1.07B	+$402M	4	0.41%	Increased
27	Charles Schwab San Francisco, California	$1.06B	+$243M	6	0.2%	Increased
28	Legal & General Group London, United Kingdom	$1.05B	+$190M	6	0.3%	Increased
29	Dimensional Fund Advisors Austin, Texas	$919M	+$125M	7	0.24%	Increased
30	Eagle Capital Management (New York) New York	$886M	+$818M	1	3.28%	New
31	Ameriprise Minneapolis, Minnesota	$884M	-$343M	7	0.24%	Reduced
32	UBS Group Zurich, Switzerland	$870M	+$300M	7	0.21%	Increased
33	Neuberger Berman Group New York	$742M	-$24.7M	4	0.61%	Reduced
34	Janus Henderson Group London,	$729M	+$165M	5	0.39%	Increased
35	Royal Bank of Canada Toronto, Ontario, Canada	$659M	+$29.1M	7	0.15%	Increased
36	Pictet Asset Management Carouge, Switzerland	$659M	-$11.5M	5	0.75%	Reduced
37	Newport Trust Company Washington, District of Columbia	$650M	+$601M	1	1.63%	New
38	TD Asset Management Toronto, Ontario, Canada	$614M	+$15.1M	2	0.57%	Increased
39	Millennium Management New York	$609M	+$357M	6	0.28%	Increased
40	Capital International Investors Los Angeles, California	$604M	+$558M	1	0.12%	New
41	Barclays London, United Kingdom	$587M	+$239M	6	0.18%	Increased
42	Citadel Advisors Miami, Florida	$560M	+$115M	7	0.11%	Increased
43	Swiss National Bank Zurich, Switzerland	$542M	+$125M	5	0.37%	Increased
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$538M	+$74.1M	2	0.4%	Increased
45	Raymond James Financial Services Advisors St. Petersburg, Florida	$511M	+$7.89M	5	0.73%	Increased
46	Stifel Financial St. Louis, Missouri	$500M	+$28.7M	4	0.56%	Increased
47	Artisan Partners Milwaukee, Wisconsin	$491M	+$93.7M	3	0.74%	Increased
48	UBS AM Chicago, Illinois	$490M	-$2.84M	5	0.14%	Reduced
49	Baillie Gifford & Co Edinburgh, United Kingdom	$460M	-$15.4M	2	0.36%	Reduced
50	Assenagon Asset Management Senningerberg, Luxembourg	$453M	+$420M	3	1.01%	Increased