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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	$2.58B	+$309M	4	0.71%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.62B	+$42M	5	0.13%	Increased
3	State Street Boston, Massachusetts	$1.28B	-$11.9M	5	0.14%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$816M	-$10.1M	5	0.14%	Reduced
5	JP Morgan Chase New York	$786M	+$528M	4	0.19%	Increased
6	Massachusetts Financial Services Boston, Massachusetts	$645M	+$64.5M	1	0.34%	Increased
7	Northern Trust Chicago, Illinois	$614M	-$20.5M	5	0.19%	Reduced
8	Bank of New York Mellon New York	$600M	-$67.7M	5	0.16%	Reduced
9	Norges Bank Oslo, Norway	$557M	-$778M	3	0.3%	Reduced
10	Ameriprise Minneapolis, Minnesota	$521M	-$158M	5	0.31%	Reduced
11	Fidelity Investments Boston, Massachusetts	$486M	-$105M	4	0.07%	Reduced
12	BlackRock Fund Advisors San Francisco, California	$482M	+$7.31M	5	0.14%	Increased
13	Morgan Stanley New York	$426M	+$75.2M	6	0.16%	Increased
14	Wells Fargo San Francisco, California	$346M	-$137M	6	0.14%	Reduced
15	Dimensional Fund Advisors Austin, Texas	$306M	-$12.1M	5	0.22%	Reduced
16	T. Rowe Price Associates Baltimore, Maryland	$300M	-$1.27M	3	0.07%	Reduced
17	BlackRock Group London, United Kingdom	$286M	-$4.97M	3	0.17%	Reduced
18	Bank of America Charlotte, North Carolina	$276M	-$38.3M	5	0.09%	Reduced
19	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$270M	+$4.37M	2	0.37%	Increased
20	Capital Guardian Trust Los Angeles, California	$253M	-$13.8M	2	1.8%	Reduced
21	LCS Levin Capital Strategies New York	$245M	+$41M	2	3.73%	Increased
22	WI WHV Investments San Francisco, California	$231M	-$6.71M	2	3.29%	Reduced
23	Geode Capital Management Boston, Massachusetts	$225M	-$2.74M	5	0.15%	Reduced
24	ClearBridge Investments New York	$214M	+$60.7M	2	0.24%	Increased
25	Invesco Atlanta, Georgia	$207M	+$5.74M	5	0.08%	Increased