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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	$2.64B	-$163M	3	0.68%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.85B	+$56.9M	5	0.13%	Increased
3	State Street Boston, Massachusetts	$1.35B	-$68.4M	4	0.14%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$883M	+$11.4M	5	0.14%	Increased
5	Northern Trust Chicago, Illinois	$760M	-$12.1M	5	0.23%	Reduced
6	JP Morgan Chase New York	$676M	-$65M	3	0.15%	Reduced
7	Bank of New York Mellon New York	$623M	+$53.3M	4	0.16%	Increased
8	Norges Bank Oslo, Norway	$613M	-$3M	3	0.3%	Reduced
9	Massachusetts Financial Services Boston, Massachusetts	$606M	-$60.4M	1	0.31%	Reduced
10	BlackRock Fund Advisors San Francisco, California	$594M	+$57M	4	0.14%	Increased
11	Morgan Stanley New York	$553M	+$41.4M	6	0.2%	Increased
12	Fidelity Investments Boston, Massachusetts	$451M	-$84.9M	4	0.06%	Reduced
13	Wells Fargo San Francisco, California	$375M	+$7.65M	5	0.15%	Increased
14	BlackRock Group London, United Kingdom	$316M	-$6.51M	3	0.17%	Reduced
15	ClearBridge Investments New York	$312M	+$2.53M	1	0.32%	Increased
16	Capital International Investors Los Angeles, California	$295M	+$83.1M	1	0.54%	Increased
17	T. Rowe Price Associates Baltimore, Maryland	$294M	-$13M	2	0.06%	Reduced
18	Citadel Advisors Miami, Florida	$289M	+$184M	2	0.27%	Increased
19	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$287M	+$1.04M	2	0.39%	Increased
20	LCS Levin Capital Strategies New York	$273M	-$5.92M	1	4.09%	Reduced
21	Invesco Atlanta, Georgia	$268M	+$50.1M	4	0.1%	Increased
22	Neuberger Berman Group New York	$267M	+$76M	2	0.29%	Increased
23	Dimensional Fund Advisors Austin, Texas	$261M	-$18.6M	5	0.16%	Reduced
24	Geode Capital Management Boston, Massachusetts	$258M	+$8.21M	4	0.15%	Increased
25	Bank of America Charlotte, North Carolina	$231M	-$12.8M	5	0.08%	Reduced