← 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	UBS Group Zurich, Switzerland	$1.37B	+$344M	7	0.25%	Increased
27	Capital World Investors Los Angeles, California	$1.36B	-$396M	1	0.21%	Reduced
28	Legal & General Group London, United Kingdom	$1.34B	+$70.2M	6	0.35%	Increased
29	Wells Fargo San Francisco, California	$1.3B	-$79.8M	7	0.29%	Reduced
30	Newport Trust Company Washington, District of Columbia	$1.21B	-$12.6M	1	2.93%	Reduced
31	Amundi Paris, France	$1.2B	-$184M	6	0.42%	Reduced
32	ClearBridge Investments New York	$1.11B	-$214M	3	0.9%	Reduced
33	Janus Henderson Group London,	$1.1B	+$126M	6	0.56%	Increased
34	Neuberger Berman Group New York	$979M	+$18.1M	4	0.78%	Increased
35	Dimensional Fund Advisors Austin, Texas	$970M	-$49.8M	7	0.23%	Reduced
36	Ameriprise Minneapolis, Minnesota	$954M	-$229M	6	0.24%	Reduced
37	Royal Bank of Canada Toronto, Ontario, Canada	$862M	+$136M	6	0.17%	Increased
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$732M	-$56.6M	6	0.29%	Reduced
39	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$713M	$0	1	22.89%	Maintained
40	WCM Investment Management Laguna Beach, California	$697M	-$137M	2	1.64%	Reduced
41	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$697M	+$20.7M	2	0.47%	Increased
42	TD Asset Management Toronto, Ontario, Canada	$684M	+$32.7M	2	0.61%	Increased
43	Eagle Capital Management (New York) New York	$681M	-$658M	1	2.48%	Reduced
44	Artisan Partners Milwaukee, Wisconsin	$671M	+$175M	3	1.01%	Increased
45	Baird Financial Group Milwaukee, Wisconsin	$669M	+$22.3M	6	1.28%	Increased
46	Swiss National Bank Zurich, Switzerland	$661M	-$33.1M	6	0.44%	Reduced
47	Pictet Asset Management Carouge, Switzerland	$641M	-$32.7M	5	0.69%	Reduced
48	Schroder Investment Management Group London, United Kingdom	$636M	+$38.9M	4	0.61%	Increased
49	Capital Research Global Investors Los Angeles, California	$626M	+$239M	2	0.13%	Increased
50	Barclays London, United Kingdom	$602M	-$65.2M	6	0.17%	Reduced