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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	Wellington Management Group Boston, Massachusetts	$2B	+$1.91B	2	0.65%	New
2	Vanguard Group Malvern, Pennsylvania	$1.49B	+$1.43B	4	0.16%	New
3	State Street Boston, Massachusetts	$1.25B	+$1.2B	4	0.16%	New
4	Fidelity Investments Boston, Massachusetts	$931M	+$893M	3	0.15%	New
5	BlackRock Institutional Trust San Francisco, California	$863M	+$828M	4	0.17%	New
6	Bank of New York Mellon New York	$824M	+$790M	5	0.26%	New
7	Ameriprise Minneapolis, Minnesota	$729M	+$700M	5	0.5%	New
8	Norges Bank Oslo, Norway	$677M	+$649M	3	0.42%	New
9	Capital World Investors Los Angeles, California	$661M	+$634M	1	0.21%	New
10	Northern Trust Chicago, Illinois	$627M	+$603M	5	0.23%	New
11	Bank of America Charlotte, North Carolina	$613M	+$590M	5	0.26%	New
12	Massachusetts Financial Services Boston, Massachusetts	$537M	+$515M	1	0.36%	New
13	Wells Fargo San Francisco, California	$495M	+$477M	5	0.26%	New
14	BlackRock Fund Advisors San Francisco, California	$466M	+$448M	5	0.17%	New
15	T. Rowe Price Associates Baltimore, Maryland	$399M	+$384M	3	0.11%	New
16	Capital Guardian Trust Los Angeles, California	$311M	+$298M	2	2.16%	New
17	LCS Levin Capital Strategies New York	$309M	+$297M	2	5.56%	New
18	PHS PFM Health Sciences San Francisco, California	$300M	+$287M	1	6.22%	New
19	WI WHV Investments San Francisco, California	$289M	+$277M	2	2.97%	New
20	AllianceBernstein Nashville, Tennessee	$281M	+$270M	5	0.3%	New
21	OppenheimerFunds New York	$276M	+$266M	2	0.4%	New
22	Neuberger Berman Group New York	$261M	+$254M	2	0.31%	New
23	American Century Companies Kansas City, Missouri	$240M	+$232M	3	0.32%	New
24	Calamos Advisors Naperville, Illinois	$237M	+$227M	1	1.55%	New
25	BlackRock Advisors Wilmington, Delaware	$235M	+$225M	4	0.25%	New