← 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	$2.73B	+$154M	3	0.73%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.92B	+$45.7M	5	0.15%	Increased
3	State Street Boston, Massachusetts	$1.57B	+$47.3M	5	0.17%	Increased
4	Norges Bank Oslo, Norway	$1.53B	+$772M	3	0.41%	Increased
5	BlackRock Institutional Trust San Francisco, California	$1B	-$3.28M	5	0.17%	Reduced
6	Bank of New York Mellon New York	$808M	-$703K	5	0.22%	Reduced
7	Ameriprise Minneapolis, Minnesota	$803M	-$7.21M	5	0.47%	Reduced
8	Northern Trust Chicago, Illinois	$751M	+$3.23M	5	0.23%	Increased
9	Massachusetts Financial Services Boston, Massachusetts	$715M	+$17.1M	1	0.37%	Increased
10	Fidelity Investments Boston, Massachusetts	$713M	-$469M	3	0.1%	Reduced
11	BlackRock Fund Advisors San Francisco, California	$577M	+$12.7M	5	0.16%	Increased
12	Wells Fargo San Francisco, California	$564M	+$1.33M	5	0.23%	Increased
13	Morgan Stanley New York	$430M	+$63.7M	6	0.17%	Increased
14	Dimensional Fund Advisors Austin, Texas	$376M	-$7.9M	5	0.26%	Reduced
15	JP Morgan Chase New York	$371M	+$26.1M	5	0.09%	Increased
16	Bank of America Charlotte, North Carolina	$366M	-$1.27M	5	0.12%	Reduced
17	T. Rowe Price Associates Baltimore, Maryland	$365M	+$916K	3	0.08%	Increased
18	BlackRock Group London, United Kingdom	$353M	+$9.39M	3	0.2%	Increased
19	Capital Guardian Trust Los Angeles, California	$323M	-$20.5M	2	2.2%	Reduced
20	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$315M	+$13.8M	2	0.42%	Increased
21	BlackRock Advisors Wilmington, Delaware	$294M	-$76.2M	4	0.28%	Reduced
22	WI WHV Investments San Francisco, California	$288M	-$9.5M	2	3.63%	Reduced
23	Geode Capital Management Boston, Massachusetts	$277M	-$1.02M	5	0.18%	Reduced
24	GE General Electric Evendale, Ohio	$260M	+$90.8M	1	1.18%	Increased
25	Deutsche Bank Frankfurt Am Main Ge, Germany	$257M	+$99.8M	5	0.17%	Increased