← 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	$2.35B	+$990M	6	0.64%	Increased
27	Vanguard Fiduciary Trust Malvern, Pennsylvania	$2.34B	+$2.19B	8	0.59%	New
28	Franklin Resources San Mateo, California	$2.23B	-$31.9M	7	0.55%	Reduced
29	First Trust Advisors Wheaton, Illinois	$2.17B	+$369M	6	1.55%	Increased
30	Wells Fargo San Francisco, California	$2.05B	+$22.8M	8	0.39%	Increased
31	Royal Bank of Canada Toronto, Ontario, Canada	$1.98B	+$1.97M	8	0.35%	Increased
32	AllianceBernstein Nashville, Tennessee	$1.77B	+$238M	7	0.57%	Increased
33	Ameriprise Minneapolis, Minnesota	$1.68B	+$194M	7	0.39%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.66B	+$162M	7	0.55%	Increased
35	AQR Capital Management Greenwich, Connecticut	$1.66B	+$503M	6	0.76%	Increased
36	Dimensional Fund Advisors Austin, Texas	$1.49B	-$19.3M	7	0.31%	Reduced
37	Capital International Investors Los Angeles, California	$1.43B	-$306M	1	0.34%	Reduced
38	Baird Financial Group Milwaukee, Wisconsin	$1.41B	-$133M	7	2.2%	Reduced
39	Newport Trust Company Washington, District of Columbia	$1.4B	-$52.3M	1	3.44%	Reduced
40	Neuberger Berman Group New York	$1.33B	+$53.3M	5	1.01%	Increased
41	Arrowstreet Capital Boston, Massachusetts	$1.19B	-$49.6M	3	0.64%	Reduced
42	Swiss National Bank Zurich, Switzerland	$1.16B	+$65.7M	6	0.67%	Increased
43	Citigroup New York	$1.16B	+$164M	7	0.49%	Increased
44	ClearBridge Investments New York	$1.14B	-$25.5M	2	0.99%	Reduced
45	Envestnet Asset Management Chicago, Illinois	$1.03B	-$5.06M	6	0.28%	Reduced
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.03B	-$33.1M	3	0.66%	Reduced
47	Schroder Investment Management Group London, United Kingdom	$1.01B	+$68M	3	0.83%	Increased
48	Barclays London, United Kingdom	$959M	+$160M	7	0.23%	Increased
49	VOYA Investment Management Atlanta, Georgia	$922M	+$208M	6	0.96%	Increased
50	Victory Capital Management San Antonio, Texas	$920M	-$51.3M	7	0.59%	Reduced