← 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
1	Wellington Management Group Boston, Massachusetts	$2.15B	-$168M	2	0.62%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.79B	+$26.1M	5	0.16%	Increased
3	State Street Boston, Massachusetts	$1.57B	+$77.7M	5	0.18%	Increased
4	Fidelity Investments Boston, Massachusetts	$1.32B	-$65.3M	3	0.19%	Reduced
5	BlackRock Institutional Trust San Francisco, California	$978M	-$5.07M	5	0.17%	Reduced
6	Bank of New York Mellon New York	$906M	-$29.5M	5	0.25%	Reduced
7	Northern Trust Chicago, Illinois	$754M	+$46.2M	5	0.24%	Increased
8	Norges Bank Oslo, Norway	$720M	-$11.8M	3	0.41%	Reduced
9	Bank of America Charlotte, North Carolina	$673M	-$5.26M	5	0.24%	Reduced
10	Massachusetts Financial Services Boston, Massachusetts	$649M	+$6.01M	1	0.36%	Increased
11	Wells Fargo San Francisco, California	$606M	+$15.9M	5	0.26%	Increased
12	Ameriprise Minneapolis, Minnesota	$563M	-$240M	4	0.34%	Reduced
13	BlackRock Fund Advisors San Francisco, California	$557M	+$4.68M	5	0.17%	Increased
14	JP Morgan Chase New York	$526M	+$123M	5	0.15%	Increased
15	T. Rowe Price Associates Baltimore, Maryland	$395M	-$10.8M	3	0.09%	Reduced
16	AllianceBernstein Nashville, Tennessee	$371M	+$45.4M	5	0.33%	Increased
17	Dimensional Fund Advisors Austin, Texas	$368M	+$48.8M	5	0.29%	Increased
18	BlackRock Advisors Wilmington, Delaware	$357M	+$24.1M	4	0.34%	Increased
19	Morgan Stanley New York	$331M	+$132M	5	0.14%	Increased
20	WI WHV Investments San Francisco, California	$323M	-$31.6M	2	3.37%	Reduced
21	Capital Guardian Trust Los Angeles, California	$320M	-$15.8M	2	2.11%	Reduced
22	LCS Levin Capital Strategies New York	$318M	-$24.4M	2	5.12%	Reduced
23	BlackRock Group London, United Kingdom	$304M	+$13.8M	3	0.2%	Increased
24	Neuberger Berman Group New York	$292M	+$12.3M	2	0.3%	Increased
25	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$279M	+$8.34M	2	0.4%	Increased