← 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	Franklin Resources San Mateo, California	$1.18B	-$121M	5	0.34%	Reduced
27	Wells Fargo San Francisco, California	$1.11B	+$39.5M	7	0.25%	Increased
28	Newport Trust Company Washington, District of Columbia	$1.09B	-$37.7M	1	2.79%	Reduced
29	Janus Henderson Group London,	$1.08B	+$197M	6	0.59%	Increased
30	ClearBridge Investments New York	$982M	+$78.7M	2	0.86%	Increased
31	T. Rowe Price Associates Baltimore, Maryland	$957M	-$466M	6	0.12%	Reduced
32	DZ Bank Frankfurt Am Main, Germany	$926M	-$1.2B	3	1.04%	Reduced
33	Neuberger Berman Group New York	$886M	+$96.5M	5	0.74%	Increased
34	Dimensional Fund Advisors Austin, Texas	$847M	+$46.4M	7	0.21%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$841M	+$261M	6	0.33%	Increased
36	Artisan Partners Milwaukee, Wisconsin	$829M	+$294M	3	1.34%	Increased
37	D.E. Shaw & Co New York	$715M	+$731M	6	0.64%	Increased
38	Royal Bank of Canada Toronto, Ontario, Canada	$713M	-$20M	6	0.15%	Reduced
39	1832 Asset Management Toronto, Ontario, Canada	$643M	+$406M	3	0.58%	Increased
40	Wellington Management Group Boston, Massachusetts	$633M	+$228M	3	0.12%	Increased
41	Baird Financial Group Milwaukee, Wisconsin	$620M	+$19.5M	6	1.19%	Increased
42	Barclays London, United Kingdom	$617M	+$120M	6	0.17%	Increased
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$596M	+$1.67M	2	0.42%	Increased
44	Swiss National Bank Zurich, Switzerland	$565M	-$3.33M	6	0.4%	Reduced
45	Eagle Capital Management (New York) New York	$540M	-$106M	1	1.97%	Reduced
46	TD Asset Management Toronto, Ontario, Canada	$532M	-$38.3M	2	0.49%	Reduced
47	Pictet Asset Management Carouge, Switzerland	$518M	-$7.28M	5	0.58%	Reduced
48	Stifel Financial St. Louis, Missouri	$485M	+$15.6M	5	0.52%	Increased
49	BNP Paribas Financial Markets Paris, France	$483M	+$203M	6	0.28%	Increased
50	AQR Capital Management Greenwich, Connecticut	$476M	+$279M	6	0.49%	Increased