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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	$2.03B	+$101M	3	0.57%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.43B	+$22.5M	5	0.1%	Increased
3	State Street Boston, Massachusetts	$999M	+$34M	3	0.12%	Increased
4	BlackRock Institutional Trust San Francisco, California	$639M	-$5M	5	0.11%	Reduced
5	Northern Trust Chicago, Illinois	$565M	-$20M	5	0.19%	Reduced
6	Norges Bank Oslo, Norway	$537M	+$78.4M	3	0.28%	Increased
7	Fidelity Investments Boston, Massachusetts	$536M	+$29.4M	4	0.08%	Increased
8	Massachusetts Financial Services Boston, Massachusetts	$475M	+$52.9M	1	0.27%	Increased
9	BlackRock Fund Advisors San Francisco, California	$440M	-$3.99M	4	0.11%	Reduced
10	Bank of New York Mellon New York	$429M	-$21.2M	5	0.13%	Reduced
11	Morgan Stanley New York	$379M	-$81.3M	6	0.14%	Reduced
12	JP Morgan Chase New York	$330M	-$87.6M	3	0.09%	Reduced
13	Bank of America Charlotte, North Carolina	$299M	+$123M	5	0.07%	Increased
14	Allianz Asset Management Munich, Germany	$274M	+$11.1M	2	0.33%	Increased
15	Wells Fargo San Francisco, California	$258M	-$41.9M	5	0.11%	Reduced
16	BlackRock Group London, United Kingdom	$248M	+$15.1M	3	0.15%	Increased
17	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$226M	-$6.22M	2	0.35%	Reduced
18	T. Rowe Price Associates Baltimore, Maryland	$225M	-$1.42M	2	0.05%	Reduced
19	Capital International Investors Los Angeles, California	$224M	+$1.01M	1	0.41%	Increased
20	Dimensional Fund Advisors Austin, Texas	$219M	+$11.7M	5	0.14%	Increased
21	Invesco Atlanta, Georgia	$215M	-$5.23M	4	0.09%	Reduced
22	ClearBridge Investments New York	$213M	-$26.7M	1	0.25%	Reduced
23	Viking Global Investors Stamford, Connecticut	$209M	+$241M	1	0.8%	New
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$206M	-$11.5M	5	0.16%	Reduced
25	Geode Capital Management Boston, Massachusetts	$193M	+$953K	4	0.12%	Increased