← 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	Wells Fargo San Francisco, California	$1.55B	+$6.31M	7	0.32%	Increased
27	DZ Bank Frankfurt Am Main, Germany	$1.41B	-$111M	2	1.41%	Reduced
28	Franklin Resources San Mateo, California	$1.4B	-$206M	5	0.37%	Reduced
29	Janus Henderson Group London,	$1.4B	-$14.7M	6	0.69%	Reduced
30	Amundi Paris, France	$1.38B	-$392M	5	0.48%	Reduced
31	Wellington Management Group Boston, Massachusetts	$1.32B	+$182M	4	0.24%	Increased
32	Royal Bank of Canada Toronto, Ontario, Canada	$1.22B	+$148M	6	0.22%	Increased
33	Victory Capital Management San Antonio, Texas	$1.21B	+$842M	5	0.78%	Increased
34	ClearBridge Investments New York	$1.2B	-$74M	2	0.98%	Reduced
35	Artisan Partners Milwaukee, Wisconsin	$1.19B	-$63.8M	3	1.75%	Reduced
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.13B	-$61.3M	6	0.42%	Reduced
37	Dimensional Fund Advisors Austin, Texas	$1.13B	-$45.5M	7	0.26%	Reduced
38	Neuberger Berman Group New York	$1.06B	-$80.5M	5	0.82%	Reduced
39	Baird Financial Group Milwaukee, Wisconsin	$972M	-$44.9M	6	1.7%	Reduced
40	Newport Trust Company Washington, District of Columbia	$906M	-$771M	1	2.18%	Reduced
41	Swiss National Bank Zurich, Switzerland	$895M	+$42.6M	6	0.54%	Increased
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$871M	+$975K	3	0.54%	Increased
43	TD Asset Management Toronto, Ontario, Canada	$814M	-$3.79M	2	0.69%	Reduced
44	Arrowstreet Capital Boston, Massachusetts	$807M	+$466M	2	0.57%	Increased
45	Citigroup New York	$790M	+$170M	6	0.39%	Increased
46	1832 Asset Management Toronto, Ontario, Canada	$776M	-$96.7M	2	0.61%	Reduced
47	First Trust Advisors Wheaton, Illinois	$703M	+$122M	6	0.57%	Increased
48	Barclays London, United Kingdom	$690M	-$176M	6	0.16%	Reduced
49	AQR Capital Management Greenwich, Connecticut	$681M	-$97.1M	6	0.56%	Reduced
50	Pictet Asset Management Carouge, Switzerland	$664M	-$37.8M	6	0.68%	Reduced