← All themes Electrification & Grid

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	$2.33B	-$110M	3	0.6%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.77B	+$33.4M	5	0.11%	Increased
3	State Street Boston, Massachusetts	$1.17B	+$5.71M	5	0.13%	Increased
4	BlackRock Institutional Trust San Francisco, California	$763M	+$1.97M	5	0.12%	Increased
5	Fidelity Investments Boston, Massachusetts	$740M	+$66.4M	4	0.1%	Increased
6	Massachusetts Financial Services Boston, Massachusetts	$640M	+$10M	1	0.32%	Increased
7	BlackRock Fund Advisors San Francisco, California	$636M	+$37.3M	5	0.14%	Increased
8	Northern Trust Chicago, Illinois	$518M	-$16.2M	5	0.17%	Reduced
9	Norges Bank Oslo, Norway	$479M	+$8.53M	3	0.23%	Increased
10	AIG American International Group New York	$440M	+$20.8M	4	1.85%	Increased
11	Bank of New York Mellon New York	$424M	-$17.4M	5	0.13%	Reduced
12	JP Morgan Chase New York	$415M	+$27.2M	5	0.1%	Increased
13	Bank of America Charlotte, North Carolina	$373M	+$23.2M	5	0.09%	Increased
14	Lazard Asset Management New York	$303M	-$28.3M	1	0.64%	Reduced
15	Ameriprise Minneapolis, Minnesota	$292M	-$43.1M	4	0.17%	Reduced
16	Dimensional Fund Advisors Austin, Texas	$274M	+$9.23M	5	0.16%	Increased
17	BlackRock Group London, United Kingdom	$267M	+$2.39M	3	0.14%	Increased
18	Morgan Stanley New York	$266M	+$15.6M	5	0.1%	Increased
19	Wells Fargo San Francisco, California	$263M	-$5.42M	5	0.1%	Reduced
20	AllianceBernstein Nashville, Tennessee	$261M	+$14.5M	2	0.22%	Increased
21	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$250M	-$14.2M	2	0.38%	Reduced
22	Allianz Asset Management Munich, Germany	$246M	-$3.26M	2	0.26%	Reduced
23	Invesco Atlanta, Georgia	$237M	+$24.1M	5	0.09%	Increased
24	Geode Capital Management Boston, Massachusetts	$235M	-$3.03M	5	0.13%	Reduced
25	Capital International Investors Los Angeles, California	$222M	-$40.3M	1	0.33%	Reduced