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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	$2.54B	+$26.5M	3	0.67%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.81B	+$46.4M	5	0.12%	Increased
3	State Street Boston, Massachusetts	$1.21B	+$13M	4	0.13%	Increased
4	BlackRock Institutional Trust San Francisco, California	$791M	+$11.4M	6	0.13%	Increased
5	Fidelity Investments Boston, Massachusetts	$687M	-$58.1M	4	0.1%	Reduced
6	Massachusetts Financial Services Boston, Massachusetts	$660M	+$77.3M	1	0.34%	Increased
7	BlackRock Fund Advisors San Francisco, California	$614M	+$57.9M	5	0.14%	Increased
8	Northern Trust Chicago, Illinois	$549M	+$43.9M	5	0.18%	Increased
9	Norges Bank Oslo, Norway	$490M	+$32.7M	3	0.24%	Increased
10	Bank of New York Mellon New York	$459M	-$24.8M	5	0.14%	Reduced
11	AIG American International Group New York	$440M	+$23M	5	1.72%	Increased
12	JP Morgan Chase New York	$403M	+$12.4M	5	0.1%	Increased
13	Bank of America Charlotte, North Carolina	$365M	-$24.9M	5	0.09%	Reduced
14	Ameriprise Minneapolis, Minnesota	$348M	-$55.2M	4	0.21%	Reduced
15	Lazard Asset Management New York	$347M	+$211M	1	0.76%	Increased
16	Wells Fargo San Francisco, California	$280M	-$6.04M	5	0.11%	Reduced
17	BlackRock Group London, United Kingdom	$277M	-$23M	3	0.15%	Reduced
18	Capital International Investors Los Angeles, California	$273M	+$36.3K	1	0.42%	Increased
19	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$273M	+$3.03M	2	0.42%	Increased
20	Dimensional Fund Advisors Austin, Texas	$264M	+$4.19M	5	0.16%	Increased
21	Allianz Asset Management Munich, Germany	$260M	-$23M	2	0.3%	Reduced
22	Morgan Stanley New York	$259M	-$163M	6	0.1%	Reduced
23	AllianceBernstein Nashville, Tennessee	$258M	+$65.1M	2	0.22%	Increased
24	Geode Capital Management Boston, Massachusetts	$248M	+$3.97M	5	0.13%	Increased
25	T. Rowe Price Associates Baltimore, Maryland	$221M	+$89.8M	2	0.05%	Increased