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
| $3.26B | +$285M | 2 | 0.79% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $2.39B | +$56.4M | 5 | 0.12% | Increased |
|
| 3 |
BlackRock
New York
| $2.35B | +$2.18B | 5 | 0.13% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.55B | -$12M | 5 | 0.14% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $786M | +$30.1M | 4 | 0.1% | Increased |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $724M | +$12.1M | 1 | 0.34% | Increased |
|
| 7 |
Norges Bank
Oslo,
Norway
| $632M | +$19.8M | 3 | 0.26% | Increased |
|
| 8 |
Bank of New York Mellon
New York
| $630M | +$38.4M | 5 | 0.17% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $614M | -$101K | 5 | 0.18% | Reduced |
|
| 10 |
Boston Partners
Boston,
Massachusetts
| $536M | +$380M | 1 | 0.68% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $530M | +$75.4M | 5 | 0.11% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $473M | +$96.8M | 5 | 0.16% | Increased |
|
| 13 |
Lazard Asset Management
New York
| $443M | +$27.4M | 2 | 0.84% | Increased |
|
| 14 |
AllianceBernstein
Nashville,
Tennessee
| $403M | -$3.2M | 3 | 0.32% | Reduced |
|
| 15 |
Wells Fargo
San Francisco,
California
| $392M | +$5.74M | 5 | 0.13% | Increased |
|
| 16 |
Dimensional Fund Advisors
Austin,
Texas
| $371M | +$10.9M | 5 | 0.18% | Increased |
|
| 17 |
Morgan Stanley
New York
| $359M | -$19.2M | 6 | 0.11% | Reduced |
|
| 18 |
JP Morgan Chase
New York
| $352M | -$35.3M | 5 | 0.08% | Reduced |
|
| 19 |
Geode Capital Management
Boston,
Massachusetts
| $351M | +$30.6M | 5 | 0.14% | Increased |
|
| 20 |
Capital International Investors
Los Angeles,
California
| $278M | +$901K | 1 | 0.38% | Increased |
|
| 21 |
Goldman Sachs
New York
| $274M | -$24.3M | 4 | 0.07% | Reduced |
|
| 22 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $249M | +$28M | 5 | 0.13% | Increased |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| $219M | -$37.2M | 4 | 0.11% | Reduced |
|
| 24 |
LCS
Levin Capital Strategies
New York
| $217M | +$13.6M | 1 | 3.87% | Increased |
|
| 25 |
Lyrical Asset Management
New York
| $211M | +$12.2M | 1 | 3.39% | Increased |
|