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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	$2.1B	+$51.2M	2	0.55%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.48B	+$22.6M	5	0.1%	Increased
3	State Street Boston, Massachusetts	$1B	-$12.5M	4	0.11%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$654M	+$4.33M	5	0.11%	Increased
5	Fidelity Investments Boston, Massachusetts	$640M	+$101M	4	0.09%	Increased
6	Massachusetts Financial Services Boston, Massachusetts	$476M	-$5.87M	1	0.25%	Reduced
7	BlackRock Fund Advisors San Francisco, California	$472M	+$24M	5	0.11%	Increased
8	Northern Trust Chicago, Illinois	$427M	-$154M	5	0.14%	Reduced
9	Bank of New York Mellon New York	$408M	-$29M	5	0.12%	Reduced
10	Norges Bank Oslo, Norway	$379M	-$171M	3	0.19%	Reduced
11	Morgan Stanley New York	$371M	-$13.1M	6	0.13%	Reduced
12	Ameriprise Minneapolis, Minnesota	$345M	+$176M	4	0.2%	Increased
13	AIG American International Group New York	$344M	+$344M	5	1.42%	Increased
14	Bank of America Charlotte, North Carolina	$329M	+$27.4M	5	0.08%	Increased
15	JP Morgan Chase New York	$329M	-$6.25M	5	0.08%	Reduced
16	BlackRock Group London, United Kingdom	$253M	+$815K	3	0.14%	Increased
17	Wells Fargo San Francisco, California	$241M	-$21.9M	5	0.1%	Reduced
18	Allianz Asset Management Munich, Germany	$238M	-$41.5M	1	0.27%	Reduced
19	Dimensional Fund Advisors Austin, Texas	$230M	+$6.31M	5	0.14%	Increased
20	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$228M	-$845K	2	0.34%	Reduced
21	Capital International Investors Los Angeles, California	$227M	+$337K	1	0.35%	Increased
22	Deutsche Bank Frankfurt Am Main Ge, Germany	$207M	-$2.51M	5	0.14%	Reduced
23	Geode Capital Management Boston, Massachusetts	$204M	+$7.67M	5	0.12%	Increased
24	LCS Levin Capital Strategies New York	$195M	+$16.4M	1	3.43%	Increased
25	Invesco Atlanta, Georgia	$167M	-$52.4M	4	0.07%	Reduced