← 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
51
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.21B +$83.1M 7 0.67% Increased
52
Federated Hermes
Federated Hermes
Pennsylvania
$1.2B -$31.1M 5 1.72% Reduced
53
HSBC Holdings
HSBC Holdings
United Kingdom
$1.18B +$79.8M 4 0.49% Increased
54
ClearBridge Investments
ClearBridge Investments
New York
$1.14B -$210M 2 0.94% Reduced
55
American Century Companies
American Century Companies
Missouri
$1.11B +$227M 6 0.49% Increased
56
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.08B +$183M 7 0.38% Increased
57
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$1.06B -$14.9M 7 0.49% Reduced
58
Principal Financial Group
Principal Financial Group
Iowa
$1.03B -$26.5M 6 0.51% Reduced
59
National Pension Service
National Pension Service
South Korea
$1.03B +$28.4M 2 0.67% Increased
60
LPL Financial
LPL Financial
California
$1.02B +$66.6M 7 0.23% Increased
61
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.02B -$40.8M 7 0.97% Reduced
62
Stifel Financial
Stifel Financial
Missouri
$1.01B +$6.43M 7 0.84% Increased
63
Barclays
Barclays
United Kingdom
$1.01B -$224M 7 0.19% Reduced
64
Nordea Investment Management
Nordea Investment Management
Sweden
$983M +$180M 3 0.8% Increased
65
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$947M +$143M 3 0.52% Increased
66
California Public Employees Retirement System
California Public Employees Retirement System
California
$942M -$19.1M 3 0.53% Reduced
67
Tiger Global Management
Tiger Global Management
New York
$937M -$179M 1 3.91% Reduced
68
Vanguard Asset Management
Vanguard Asset Management
$926M +$101M 7 0.63% Increased
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$918M -$12.7M 8 0.69% Reduced
70
Swedbank
Swedbank
Sweden
$915M +$240M 3 0.79% Increased
71
TD Asset Management
TD Asset Management
Ontario, Canada
$902M -$230M 5 0.78% Reduced
72
DZ Bank
DZ Bank
Germany
$898M +$206M 4 0.69% Increased
73
Bank of Montreal
Bank of Montreal
Ontario, Canada
$892M +$113M 5 0.29% Increased
74
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$882M +$32.8M 5 1.07% Increased
75
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$856M -$650M 3 0.38% Reduced