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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	$2.49B	-$77.2M	3	0.62%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$2.03B	+$78M	5	0.12%	Increased
3	State Street Boston, Massachusetts	$1.32B	+$33.2M	5	0.13%	Increased
4	BlackRock Institutional Trust San Francisco, California	$849M	+$9.83M	5	0.13%	Increased
5	Fidelity Investments Boston, Massachusetts	$769M	-$42.5M	4	0.1%	Reduced
6	Massachusetts Financial Services Boston, Massachusetts	$716M	+$12.4M	1	0.35%	Increased
7	BlackRock Fund Advisors San Francisco, California	$677M	-$21.4M	5	0.14%	Reduced
8	Northern Trust Chicago, Illinois	$528M	-$43.8M	5	0.16%	Reduced
9	Norges Bank Oslo, Norway	$518M	+$15.2M	3	0.24%	Increased
10	AIG American International Group New York	$508M	+$23.4M	4	2.02%	Increased
11	Bank of New York Mellon New York	$463M	-$3.09M	5	0.14%	Reduced
12	Bank of America Charlotte, North Carolina	$377M	-$33.4M	6	0.08%	Reduced
13	JP Morgan Chase New York	$349M	-$106M	5	0.09%	Reduced
14	Lazard Asset Management New York	$348M	+$13.7M	1	0.69%	Increased
15	Ameriprise Minneapolis, Minnesota	$331M	+$8.09M	4	0.19%	Increased
16	Morgan Stanley New York	$327M	+$33.2M	5	0.11%	Increased
17	Dimensional Fund Advisors Austin, Texas	$325M	+$23.3M	5	0.18%	Increased
18	AllianceBernstein Nashville, Tennessee	$298M	+$10.5M	3	0.25%	Increased
19	Wells Fargo San Francisco, California	$291M	+$549K	5	0.11%	Increased
20	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$274M	-$2.55M	2	0.42%	Reduced
21	Geode Capital Management Boston, Massachusetts	$266M	+$7.87M	5	0.13%	Increased
22	BlackRock Group London, United Kingdom	$262M	-$31.5M	3	0.13%	Reduced
23	Arrowstreet Capital Boston, Massachusetts	$254M	+$50M	3	0.83%	Increased
24	Allianz Asset Management Munich, Germany	$246M	-$23.5M	2	0.24%	Reduced
25	Capital International Investors Los Angeles, California	$245M	+$838K	1	0.36%	Increased