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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	$2.53B	-$97.5M	3	0.65%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.84B	+$3.91M	5	0.12%	Increased
3	State Street Boston, Massachusetts	$1.27B	-$71.8M	3	0.14%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$839M	-$38.6M	5	0.14%	Reduced
5	Northern Trust Chicago, Illinois	$745M	-$9.16M	5	0.22%	Reduced
6	Fidelity Investments Boston, Massachusetts	$654M	+$213M	4	0.08%	Increased
7	Norges Bank Oslo, Norway	$613M	+$3.72M	3	0.31%	Increased
8	Morgan Stanley New York	$587M	+$39.7M	6	0.2%	Increased
9	Bank of New York Mellon New York	$585M	-$35.5M	4	0.16%	Reduced
10	BlackRock Fund Advisors San Francisco, California	$566M	-$24.8M	4	0.14%	Reduced
11	Massachusetts Financial Services Boston, Massachusetts	$564M	-$39.2M	1	0.29%	Reduced
12	JP Morgan Chase New York	$531M	-$147M	3	0.13%	Reduced
13	Wells Fargo San Francisco, California	$384M	+$12.2M	5	0.15%	Increased
14	Allianz Asset Management Munich, Germany	$348M	+$253M	2	0.37%	Increased
15	ClearBridge Investments New York	$311M	+$848K	1	0.33%	Increased
16	BlackRock Group London, United Kingdom	$309M	-$5.65M	3	0.17%	Reduced
17	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$299M	+$14M	2	0.41%	Increased
18	T. Rowe Price Associates Baltimore, Maryland	$296M	+$4.16M	2	0.06%	Increased
19	Capital International Investors Los Angeles, California	$293M	+$109K	1	0.5%	Increased
20	Deutsche Bank Frankfurt Am Main Ge, Germany	$283M	+$127M	6	0.18%	Increased
21	Invesco Atlanta, Georgia	$278M	+$12.4M	4	0.11%	Increased
22	Neuberger Berman Group New York	$269M	+$4.49M	2	0.3%	Increased
23	Ameriprise Minneapolis, Minnesota	$266M	+$81.6M	4	0.15%	Increased
24	Dimensional Fund Advisors Austin, Texas	$257M	-$1.11M	5	0.16%	Reduced
25	LCS Levin Capital Strategies New York	$256M	-$16.2M	1	3.78%	Reduced