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
| $3.04B | -$40.8M | 2 | 0.7% | Reduced |
|
| 2 |
BlackRock
New York
| $2.52B | +$114M | 6 | 0.13% | Increased |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $2.5B | +$9.43M | 5 | 0.12% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.55B | -$19.1M | 4 | 0.13% | Reduced |
|
| 5 |
JP Morgan Chase
New York
| $1.02B | +$577M | 5 | 0.23% | Increased |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $901M | +$139M | 1 | 0.39% | Increased |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $686M | +$64.6M | 4 | 0.11% | Increased |
|
| 8 |
Norges Bank
Oslo,
Norway
| $685M | +$16.1M | 2 | 0.26% | Increased |
|
| 9 |
Boston Partners
Boston,
Massachusetts
| $679M | +$37.7M | 1 | 0.84% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $642M | +$1.98M | 5 | 0.17% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $493M | -$146M | 4 | 0.14% | Reduced |
|
| 12 |
Lazard Asset Management
New York
| $459M | +$8.55M | 1 | 0.83% | Increased |
|
| 13 |
Fidelity Investments
Boston,
Massachusetts
| $450M | -$303M | 4 | 0.05% | Reduced |
|
| 14 |
Invesco
Atlanta,
Georgia
| $445M | -$45.4M | 5 | 0.16% | Reduced |
|
| 15 |
Wells Fargo
San Francisco,
California
| $426M | +$10.8M | 5 | 0.13% | Increased |
|
| 16 |
Morgan Stanley
New York
| $411M | -$2.86M | 6 | 0.12% | Reduced |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $401M | +$12.7M | 5 | 0.18% | Increased |
|
| 18 |
AllianceBernstein
Nashville,
Tennessee
| $375M | -$34.7M | 2 | 0.28% | Reduced |
|
| 19 |
Geode Capital Management
Boston,
Massachusetts
| $370M | +$5.34M | 5 | 0.14% | Increased |
|
| 20 |
Ameriprise
Minneapolis,
Minnesota
| $358M | +$67.8M | 4 | 0.17% | Increased |
|
| 21 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $267M | -$8.92M | 6 | 0.13% | Reduced |
|
| 22 |
Lyrical Asset Management
New York
| $266M | +$11.1M | 1 | 3.48% | Increased |
|
| 23 |
Capital International Investors
Los Angeles,
California
| $259M | -$28.7M | 1 | 0.31% | Reduced |
|
| 24 |
Goldman Sachs
New York
| $248M | -$12.5M | 5 | 0.06% | Reduced |
|
| 25 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $239M | +$83.9M | 5 | 0.16% | Increased |
|