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
| $2.86B | -$303M | 2 | 0.63% | Reduced |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $2.66B | +$91.7M | 5 | 0.12% | Increased |
|
| 3 |
BlackRock
New York
| $2.61B | +$18.5M | 6 | 0.12% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.6B | +$8.24M | 4 | 0.13% | Increased |
|
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.18B | +$249M | 1 | 0.49% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $1.1B | +$39.1M | 5 | 0.23% | Increased |
|
| 7 |
Boston Partners
Boston,
Massachusetts
| $808M | +$106M | 3 | 0.95% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $693M | +$28.4M | 5 | 0.18% | Increased |
|
| 9 |
Norges Bank
Oslo,
Norway
| $685M | -$17.7M | 2 | 0.25% | Reduced |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $645M | -$68M | 5 | 0.11% | Reduced |
|
| 11 |
Morgan Stanley
New York
| $624M | +$192M | 6 | 0.17% | Increased |
|
| 12 |
Lazard Asset Management
New York
| $581M | +$106M | 2 | 1% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $503M | -$2.82M | 5 | 0.13% | Reduced |
|
| 14 |
Invesco
Atlanta,
Georgia
| $447M | -$11.8M | 5 | 0.16% | Reduced |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $405M | -$2.62M | 6 | 0.17% | Reduced |
|
| 16 |
Wells Fargo
San Francisco,
California
| $397M | -$41.3M | 5 | 0.11% | Reduced |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $385M | +$5.07M | 5 | 0.13% | Increased |
|
| 18 |
Fidelity Investments
Boston,
Massachusetts
| $370M | -$87.6M | 3 | 0.04% | Reduced |
|
| 19 |
Goldman Sachs
New York
| $363M | +$106M | 5 | 0.09% | Increased |
|
| 20 |
AllianceBernstein
Nashville,
Tennessee
| $336M | -$49.1M | 2 | 0.24% | Reduced |
|
| 21 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $286M | +$9.71M | 4 | 0.13% | Increased |
|
| 22 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $278M | +$31.3M | 6 | 0.18% | Increased |
|
| 23 |
Capital International Investors
Los Angeles,
California
| $268M | +$1.26M | 1 | 0.3% | Increased |
|
| 24 |
Fisher Asset Management
Camas,
Washington
| $246M | +$13.2M | 1 | 0.32% | Increased |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| $221M | -$144M | 4 | 0.1% | Reduced |
|