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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	$2.81B	+$91.2M	4	0.74%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.79B	+$54M	5	0.13%	Increased
3	State Street Boston, Massachusetts	$1.42B	+$40.8M	4	0.14%	Increased
4	BlackRock Institutional Trust San Francisco, California	$874M	-$656K	5	0.14%	Reduced
5	Northern Trust Chicago, Illinois	$773M	+$124M	5	0.23%	Increased
6	JP Morgan Chase New York	$741M	-$93.2M	4	0.17%	Reduced
7	Massachusetts Financial Services Boston, Massachusetts	$666M	-$24.3M	1	0.34%	Reduced
8	Norges Bank Oslo, Norway	$620M	+$20.4M	3	0.31%	Increased
9	Bank of New York Mellon New York	$571M	-$71M	5	0.15%	Reduced
10	Fidelity Investments Boston, Massachusetts	$548M	+$22.7M	4	0.07%	Increased
11	BlackRock Fund Advisors San Francisco, California	$542M	+$22.9M	4	0.13%	Increased
12	Morgan Stanley New York	$512M	+$58M	6	0.19%	Increased
13	Ameriprise Minneapolis, Minnesota	$471M	-$85.1M	4	0.27%	Reduced
14	Wells Fargo San Francisco, California	$367M	+$624K	5	0.14%	Increased
15	BlackRock Group London, United Kingdom	$323M	+$16.4M	3	0.17%	Increased
16	ClearBridge Investments New York	$309M	+$77.7M	1	0.33%	Increased
17	T. Rowe Price Associates Baltimore, Maryland	$307M	-$13.6M	2	0.07%	Reduced
18	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$286M	+$2.78M	2	0.38%	Increased
19	Dimensional Fund Advisors Austin, Texas	$282M	-$42.6M	5	0.19%	Reduced
20	LCS Levin Capital Strategies New York	$279M	+$16.3M	1	4.21%	Increased
21	Capital Guardian Trust Los Angeles, California	$266M	-$5.07M	2	1.84%	Reduced
22	TIAA CREF Investment Management New York	$258M	+$86.2M	3	0.18%	Increased
23	Geode Capital Management Boston, Massachusetts	$250M	+$8.25M	5	0.15%	Increased
24	Bank of America Charlotte, North Carolina	$245M	-$43.5M	5	0.09%	Reduced
25	WI WHV Investments San Francisco, California	$230M	-$16.8M	2	3.94%	Reduced