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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	$2.11B	+$20.6M	2	0.66%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.6B	+$38.6M	4	0.16%	Increased
3	State Street Boston, Massachusetts	$1.35B	+$37.5M	4	0.17%	Increased
4	Fidelity Investments Boston, Massachusetts	$1.26B	+$267M	3	0.19%	Increased
5	BlackRock Institutional Trust San Francisco, California	$892M	-$14.1M	4	0.17%	Reduced
6	Bank of New York Mellon New York	$849M	-$14.5M	5	0.25%	Reduced
7	Ameriprise Minneapolis, Minnesota	$741M	-$22.1M	5	0.49%	Reduced
8	Norges Bank Oslo, Norway	$663M	-$45.8M	3	0.39%	Reduced
9	Northern Trust Chicago, Illinois	$639M	-$19.8M	5	0.23%	Reduced
10	Bank of America Charlotte, North Carolina	$614M	-$29.5M	5	0.24%	Reduced
11	Massachusetts Financial Services Boston, Massachusetts	$581M	+$18.2M	1	0.36%	Increased
12	Wells Fargo San Francisco, California	$532M	+$11.8M	5	0.25%	Increased
13	BlackRock Fund Advisors San Francisco, California	$502M	+$9.03M	5	0.17%	Increased
14	Capital World Investors Los Angeles, California	$458M	-$228M	1	0.14%	Reduced
15	OppenheimerFunds New York	$388M	+$95.7M	2	0.26%	Increased
16	T. Rowe Price Associates Baltimore, Maryland	$368M	-$50.8M	3	0.09%	Reduced
17	JP Morgan Chase New York	$356M	+$125M	5	0.11%	Increased
18	WI WHV Investments San Francisco, California	$322M	+$19.5M	2	3.19%	Increased
19	LCS Levin Capital Strategies New York	$311M	-$12.3M	2	5.31%	Reduced
20	Capital Guardian Trust Los Angeles, California	$304M	-$20.4M	2	2.1%	Reduced
21	BlackRock Advisors Wilmington, Delaware	$300M	+$53.3M	4	0.3%	Increased
22	AllianceBernstein Nashville, Tennessee	$292M	-$3.22M	5	0.29%	Reduced
23	Dimensional Fund Advisors Austin, Texas	$288M	+$43.6M	5	0.25%	Increased
24	BlackRock Group London, United Kingdom	$261M	+$31.6M	4	0.18%	Increased
25	Neuberger Berman Group New York	$251M	-$24.4M	2	0.28%	Reduced