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 |
Vanguard Group
Malvern,
Pennsylvania
| $2.64B | -$39.5M | 5 | 0.12% | Reduced |
|
| 2 |
Wellington Management Group
Boston,
Massachusetts
| $2.64B | -$176M | 2 | 0.6% | Reduced |
|
| 3 |
BlackRock
New York
| $2.59B | -$14.7M | 6 | 0.12% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.49B | -$137M | 4 | 0.13% | Reduced |
|
| 5 |
JP Morgan Chase
New York
| $1.26B | +$152M | 5 | 0.27% | Increased |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.18B | -$11.5M | 1 | 0.51% | Reduced |
|
| 7 |
Boston Partners
Boston,
Massachusetts
| $791M | -$10.5M | 3 | 0.95% | Reduced |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $666M | -$12M | 5 | 0.17% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $639M | -$54.4M | 2 | 0.23% | Reduced |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $633M | +$5.54M | 5 | 0.11% | Increased |
|
| 11 |
Lazard Asset Management
New York
| $620M | +$40.5M | 2 | 1.06% | Increased |
|
| 12 |
Morgan Stanley
New York
| $546M | -$60.6M | 5 | 0.15% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $475M | -$32.2M | 5 | 0.13% | Reduced |
|
| 14 |
Invesco
Atlanta,
Georgia
| $438M | -$9.89M | 5 | 0.16% | Reduced |
|
| 15 |
Goldman Sachs
New York
| $435M | +$73M | 5 | 0.11% | Increased |
|
| 16 |
Wells Fargo
San Francisco,
California
| $433M | +$37.2M | 5 | 0.13% | Increased |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $401M | +$13M | 5 | 0.13% | Increased |
|
| 18 |
Dimensional Fund Advisors
Austin,
Texas
| $399M | -$1.52M | 6 | 0.17% | Reduced |
|
| 19 |
Fidelity Investments
Boston,
Massachusetts
| $345M | -$26.9M | 3 | 0.04% | Reduced |
|
| 20 |
Capital International Investors
Los Angeles,
California
| $342M | +$73.3M | 1 | 0.4% | Increased |
|
| 21 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $333M | +$54.9M | 3 | 0.15% | Increased |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $282M | +$66.8M | 4 | 0.13% | Increased |
|
| 23 |
AllianceBernstein
Nashville,
Tennessee
| $270M | -$71.3M | 2 | 0.2% | Reduced |
|
| 24 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $250M | -$31.1M | 5 | 0.12% | Reduced |
|
| 25 |
Charles Schwab
San Francisco,
California
| $238M | +$39.8M | 3 | 0.19% | Increased |
|