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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	$2.54B	+$410M	4	0.7%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.8B	+$42.7M	5	0.15%	Increased
3	State Street Boston, Massachusetts	$1.48B	-$69.1M	5	0.17%	Reduced
4	Fidelity Investments Boston, Massachusetts	$1.16B	-$134M	3	0.16%	Reduced
5	BlackRock Institutional Trust San Francisco, California	$974M	+$12.2M	5	0.17%	Increased
6	Ameriprise Minneapolis, Minnesota	$786M	+$228M	5	0.47%	Increased
7	Bank of New York Mellon New York	$785M	-$106M	5	0.21%	Reduced
8	Northern Trust Chicago, Illinois	$731M	-$8.49M	5	0.23%	Reduced
9	Norges Bank Oslo, Norway	$701M	-$8.09M	3	0.4%	Reduced
10	Massachusetts Financial Services Boston, Massachusetts	$679M	+$37.6M	1	0.37%	Increased
11	Wells Fargo San Francisco, California	$552M	-$44M	6	0.23%	Reduced
12	BlackRock Fund Advisors San Francisco, California	$536M	-$6.31M	5	0.16%	Reduced
13	AllianceBernstein Nashville, Tennessee	$391M	+$24.4M	5	0.34%	Increased
14	BlackRock Advisors Wilmington, Delaware	$363M	+$9.77M	4	0.36%	Increased
15	Dimensional Fund Advisors Austin, Texas	$362M	+$6.54M	5	0.27%	Increased
16	Bank of America Charlotte, North Carolina	$360M	-$295M	5	0.13%	Reduced
17	Morgan Stanley New York	$357M	+$31.2M	6	0.15%	Increased
18	T. Rowe Price Associates Baltimore, Maryland	$353M	-$34.9M	3	0.08%	Reduced
19	JP Morgan Chase New York	$337M	-$175M	5	0.09%	Reduced
20	Capital Guardian Trust Los Angeles, California	$335M	+$19.2M	2	2.27%	Increased
21	BlackRock Group London, United Kingdom	$334M	+$33.8M	3	0.21%	Increased
22	Neuberger Berman Group New York	$328M	+$40.6M	2	0.33%	Increased
23	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$300M	+$24.6M	2	0.43%	Increased
24	WI WHV Investments San Francisco, California	$290M	-$27.9M	2	3.81%	Reduced
25	LCS Levin Capital Strategies New York	$280M	-$33.5M	2	4.69%	Reduced