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 | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| $43.8B | +$1.2B | 8 | 0.65% | Increased |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $33.6B | +$183M | 8 | 0.72% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $23.8B | -$2.14B | 7 | 1.03% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $22.8B | +$677M | 8 | 0.67% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $14B | -$1.56B | 7 | 0.77% | Reduced |
|
| 6 |
Morgan Stanley
New York
| $13B | -$544M | 8 | 0.69% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $12.3B | +$62.1M | 8 | 0.66% | Increased |
|
| 8 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $11.8B | +$224M | 7 | 0.53% | Increased |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $8.12B | -$485M | 7 | 0.52% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $6.5B | +$5.83B | 4 | 0.65% | New |
|
| 11 |
Coatue Management
New York
| $6.27B | +$1.01B | 3 | 12.89% | Increased |
|
| 12 |
Goldman Sachs
New York
| $6.14B | +$871M | 7 | 0.53% | Increased |
|
| 13 |
Capital World Investors
Los Angeles,
California
| $6.06B | +$834M | 3 | 0.72% | Increased |
|
| 14 |
Invesco
Atlanta,
Georgia
| $5.7B | +$499M | 7 | 0.45% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $5.56B | -$13.2M | 8 | 0.65% | Reduced |
|
| 16 |
UBS Group
Zurich,
Switzerland
| $5.17B | +$529M | 8 | 0.66% | Increased |
|
| 17 |
Jupiter Topco
New York
| $4.99B | +$4.48B | 7 | 2.03% | New |
|
| 18 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.86B | +$716M | 7 | 0.49% | Increased |
|
| 19 |
Nuveen
Charlotte,
North Carolina
| $4.56B | -$43.9M | 7 | 1.09% | Reduced |
|
| 20 |
Fisher Asset Management
Camas,
Washington
| $4.49B | +$3.62B | 3 | 1.34% | Increased |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| $4.14B | -$219M | 4 | 1.31% | Reduced |
|
| 22 |
Bank of New York Mellon
New York
| $4.14B | -$92.1M | 7 | 0.68% | Reduced |
|
| 23 |
Charles Schwab
San Francisco,
California
| $3.88B | +$171M | 7 | 0.52% | Increased |
|
| 24 |
Raymond James Financial
St Petersburg,
Florida
| $3.74B | +$54.9M | 7 | 1.01% | Increased |
|
| 25 |
First Trust Advisors
Wheaton,
Illinois
| $3.44B | +$523M | 7 | 2.02% | Increased |
|