← 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
151
Royal London Asset Management
Royal London Asset Management
United Kingdom
$226M -$1.14M 2 0.47% Reduced
152
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$226M -$135M 6 0.46% Reduced
153
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$223M -$2.78M 2 5.44% Reduced
154
Fisher Asset Management
Fisher Asset Management
Washington
$223M -$29.5M 3 0.08% Reduced
155
Allianz Asset Management
Allianz Asset Management
Germany
$222M +$31.7M 3 0.23% Increased
156
Guinness Asset Management
Guinness Asset Management
United Kingdom
$214M -$12.8M 1 3.69% Reduced
157
Woodline Partners
Woodline Partners
California
$212M +$68.5M 4 0.8% Increased
158
Man Group
Man Group
United Kingdom
$211M -$288M 4 0.38% Reduced
159
AMF Tjänstepension
AMF Tjänstepension
Sweden
$210M +$125M 2 1.39% Increased
160
Silvercrest Asset Management
Silvercrest Asset Management
New York
$210M -$1.53M 4 1.52% Reduced
161
Corient Private Wealth
Corient Private Wealth
Florida
$209M -$4.75M 4 0.3% Reduced
162
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$209M +$120M 6 0.62% Increased
163
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$206M -$1.52M 3 1.89% Reduced
164
DSM Capital Partners
DSM Capital Partners
Florida
$206M -$37.1M 1 3.64% Reduced
165
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$203M -$1.17M 6 0.28% Reduced
166
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$195M +$73.8M 3 0.23% Increased
167
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$195M +$830K 4 2.39% Increased
168
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$194M -$3.17M 3 1.57% Reduced
169
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$193M +$14.2M 6 0.21% Increased
170
Creative Planning
Creative Planning
Kansas
$193M +$25.8M 6 0.13% Increased
171
National Bank of Canada
National Bank of Canada
Quebec, Canada
$189M -$295M 5 0.17% Reduced
172
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$187M -$70.5M 3 1.16% Reduced
173
Chevy Chase Trust
Chevy Chase Trust
Maryland
$186M -$5.7M 2 0.54% Reduced
174
Calamos Advisors
Calamos Advisors
Illinois
$185M +$25.8M 3 0.66% Increased
175
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$185M +$3.53M 3 0.46% Increased