← 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	Pictet Asset Management Carouge, Switzerland	$744M	+$23.7M	5	0.72%	Increased
52	TD Asset Management Toronto, Ontario, Canada	$711M	-$93M	3	0.57%	Reduced
53	Stifel Financial St. Louis, Missouri	$664M	-$2.77M	5	0.6%	Reduced
54	Mitsubishi UFJ Asset Management Tokyo, Japan	$661M	+$26.4M	6	0.45%	Increased
55	Tiger Global Management New York	$636M	-$111M	1	2.14%	Reduced
56	Barclays London, United Kingdom	$628M	-$112M	6	0.15%	Reduced
57	D.E. Shaw & Co New York	$620M	+$413M	6	0.34%	Increased
58	Federated Hermes Pittsburgh, Pennsylvania	$603M	-$145M	5	1.01%	Reduced
59	California Public Employees Retirement System Sacramento, California	$587M	-$2.19M	3	0.34%	Reduced
60	Principal Financial Group Des Moines, Iowa	$579M	-$40.3M	6	0.3%	Reduced
61	RhumbLine Advisers Boston, Massachusetts	$577M	-$18M	7	0.47%	Reduced
62	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$577M	+$12.4M	2	0.43%	Increased
63	LPL Financial San Diego, California	$556M	+$76.5M	6	0.15%	Increased
64	VOYA Investment Management Atlanta, Georgia	$548M	+$25.6M	6	0.54%	Increased
65	PNC Financial Services Group Pittsburgh, Pennsylvania	$533M	-$1.96M	7	0.29%	Reduced
66	HSBC Holdings London, United Kingdom	$526M	+$93.1M	4	0.27%	Increased
67	BNP Paribas Asset Management Paris, France	$506M	+$393M	5	0.58%	Increased
68	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$496M	-$10.3M	6	0.5%	Reduced
69	SEI Investments Oaks, Pennsylvania	$485M	+$65.4M	6	0.48%	Increased
70	American Century Companies Kansas City, Missouri	$481M	-$2.58M	5	0.24%	Reduced
71	Winslow Capital Management Minneapolis, Minnesota	$480M	+$66.2M	1	1.61%	Increased
72	Citadel Advisors Miami, Florida	$473M	+$91.6M	6	0.07%	Increased
73	Natixis Advisors Boston, Massachusetts	$465M	+$23M	3	0.66%	Increased
74	1832 Asset Management Toronto, Ontario, Canada	$457M	-$125M	3	0.35%	Reduced
75	William Blair & Company Chicago, Illinois	$454M	+$14.9M	4	1.22%	Increased