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
| $3.12B | -$306M | 2 | 0.73% | Reduced |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $2.51B | +$22.6M | 5 | 0.12% | Increased |
|
| 3 |
BlackRock
New York
| $2.41B | -$28.1M | 5 | 0.13% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.59B | -$30M | 4 | 0.14% | Reduced |
|
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
| $770M | +$9.61M | 1 | 0.34% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $762M | -$48M | 4 | 0.09% | Reduced |
|
| 7 |
Norges Bank
Oslo,
Norway
| $674M | +$13M | 2 | 0.27% | Increased |
|
| 8 |
Boston Partners
Boston,
Massachusetts
| $649M | +$85M | 1 | 0.83% | Increased |
|
| 9 |
Bank of New York Mellon
New York
| $647M | -$11M | 4 | 0.18% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $641M | +$1.37M | 5 | 0.18% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $627M | +$69.9M | 5 | 0.12% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $497M | +$1.24M | 5 | 0.15% | Increased |
|
| 13 |
Lazard Asset Management
New York
| $456M | -$7.97M | 1 | 0.86% | Reduced |
|
| 14 |
JP Morgan Chase
New York
| $450M | +$80.3M | 5 | 0.1% | Increased |
|
| 15 |
Wells Fargo
San Francisco,
California
| $420M | +$8.03M | 5 | 0.13% | Increased |
|
| 16 |
Morgan Stanley
New York
| $419M | +$41.4M | 6 | 0.13% | Increased |
|
| 17 |
AllianceBernstein
Nashville,
Tennessee
| $416M | -$6.74M | 3 | 0.32% | Reduced |
|
| 18 |
Dimensional Fund Advisors
Austin,
Texas
| $385M | +$7.08M | 5 | 0.18% | Increased |
|
| 19 |
Geode Capital Management
Boston,
Massachusetts
| $368M | +$2.21M | 5 | 0.14% | Increased |
|
| 20 |
Capital International Investors
Los Angeles,
California
| $292M | +$667K | 1 | 0.39% | Increased |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $290M | +$60.4M | 4 | 0.15% | Increased |
|
| 22 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $275M | +$16.1M | 5 | 0.14% | Increased |
|
| 23 |
Goldman Sachs
New York
| $260M | -$23M | 5 | 0.07% | Reduced |
|
| 24 |
Lyrical Asset Management
New York
| $259M | +$36M | 1 | 3.64% | Increased |
|
| 25 |
Schroder Investment Management Group
London,
United Kingdom
| $250M | +$48.8M | 1 | 0.45% | Increased |
|