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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	$2.69B	+$157M	3	0.67%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.11B	+$41.2M	5	0.12%	Increased
3	State Street Boston, Massachusetts	$1.41B	+$68.4M	5	0.13%	Increased
4	BlackRock Institutional Trust San Francisco, California	$854M	-$10.2M	5	0.13%	Reduced
5	BlackRock Fund Advisors San Francisco, California	$738M	+$53.8M	5	0.14%	Increased
6	Fidelity Investments Boston, Massachusetts	$689M	-$84.8M	4	0.09%	Reduced
7	Massachusetts Financial Services Boston, Massachusetts	$644M	-$86M	1	0.31%	Reduced
8	Northern Trust Chicago, Illinois	$555M	+$25.8M	5	0.17%	Increased
9	Norges Bank Oslo, Norway	$554M	+$1.54M	3	0.24%	Increased
10	Bank of New York Mellon New York	$535M	+$62M	5	0.15%	Increased
11	Bank of America Charlotte, North Carolina	$408M	+$25.2M	5	0.09%	Increased
12	Lazard Asset Management New York	$375M	+$19.2M	1	0.76%	Increased
13	AllianceBernstein Nashville, Tennessee	$368M	+$62.5M	2	0.31%	Increased
14	JP Morgan Chase New York	$354M	-$1.37M	5	0.09%	Reduced
15	Wells Fargo San Francisco, California	$349M	+$53M	5	0.12%	Increased
16	Morgan Stanley New York	$344M	+$12.2M	5	0.11%	Increased
17	Invesco Atlanta, Georgia	$337M	+$169M	5	0.11%	Increased
18	Dimensional Fund Advisors Austin, Texas	$329M	+$3.8M	5	0.16%	Increased
19	Geode Capital Management Boston, Massachusetts	$289M	+$17.2M	5	0.13%	Increased
20	BlackRock Group London, United Kingdom	$289M	+$20.9M	3	0.14%	Increased
21	Goldman Sachs New York	$271M	+$113M	4	0.08%	Increased
22	Capital International Investors Los Angeles, California	$250M	+$399K	1	0.36%	Increased
23	Ameriprise Minneapolis, Minnesota	$234M	-$98.9M	4	0.13%	Reduced
24	Royal Bank of Canada Toronto, Ontario, Canada	$199M	+$10.5M	5	0.11%	Increased
25	LCS Levin Capital Strategies New York	$183M	+$25.3M	1	3.15%	Increased