← 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	Royal Bank of Canada Toronto, Ontario, Canada	$1.6B	+$87.4M	7	0.26%	Increased
27	AllianceBernstein Nashville, Tennessee	$1.56B	-$184M	6	0.49%	Reduced
28	Capital World Investors Los Angeles, California	$1.45B	+$37.5M	2	0.2%	Increased
29	First Trust Advisors Wheaton, Illinois	$1.4B	+$269M	6	1.02%	Increased
30	Capital International Investors Los Angeles, California	$1.33B	-$1.85B	1	0.21%	Reduced
31	Ameriprise Minneapolis, Minnesota	$1.25B	-$660M	6	0.28%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.25B	-$9.66M	6	0.41%	Reduced
33	Dimensional Fund Advisors Austin, Texas	$1.2B	-$25.4M	7	0.25%	Reduced
34	Baird Financial Group Milwaukee, Wisconsin	$1.18B	-$35.7M	6	1.84%	Reduced
35	Wellington Management Group Boston, Massachusetts	$1.09B	+$3.46M	2	0.19%	Increased
36	Newport Trust Company Washington, District of Columbia	$1.09B	-$11.5M	1	2.62%	Reduced
37	Neuberger Berman Group New York	$1.08B	-$87M	5	0.81%	Reduced
38	ClearBridge Investments New York	$1.04B	-$44.8M	2	0.83%	Reduced
39	Amundi Paris, France	$1.03B	-$341M	6	0.28%	Reduced
40	BNP Paribas Financial Markets Paris, France	$946M	+$397M	6	0.43%	Increased
41	Arrowstreet Capital Boston, Massachusetts	$945M	-$37.1M	4	0.55%	Reduced
42	AQR Capital Management Greenwich, Connecticut	$881M	+$18M	6	0.46%	Increased
43	Swiss National Bank Zurich, Switzerland	$873M	-$46.4M	6	0.52%	Reduced
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$865M	-$30.1M	3	0.51%	Reduced
45	Artisan Partners Milwaukee, Wisconsin	$848M	-$257M	3	1.27%	Reduced
46	Envestnet Asset Management Chicago, Illinois	$848M	+$60.3M	5	0.25%	Increased
47	Millennium Management New York	$823M	+$183M	5	0.35%	Increased
48	Schroder Investment Management Group London, United Kingdom	$796M	+$40.9M	3	0.6%	Increased
49	Victory Capital Management San Antonio, Texas	$780M	-$145M	6	0.44%	Reduced
50	Citigroup New York	$754M	-$113M	6	0.33%	Reduced