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 |
BlackRock
New York
| $2.93B | +$483M | 7 | 0.13% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $2.87B | +$392M | 6 | 0.12% | Increased |
|
| 3 |
Wellington Management Group
Boston,
Massachusetts
| $2.03B | -$453M | 4 | 0.45% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.54B | +$153M | 5 | 0.13% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $1.25B | +$74.5M | 6 | 0.26% | Increased |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.08B | -$21.9M | 1 | 0.46% | Reduced |
|
| 7 |
Boston Partners
Boston,
Massachusetts
| $776M | +$40.1M | 3 | 0.93% | Increased |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $670M | +$83M | 7 | 0.11% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $663M | +$37.1M | 6 | 0.17% | Increased |
|
| 10 |
Lazard Asset Management
New York
| $607M | +$29.6M | 2 | 1.06% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $543M | -$58.2M | 3 | 0.19% | Reduced |
|
| 12 |
Bank of New York Mellon
New York
| $543M | +$97.8M | 6 | 0.15% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $501M | +$92.9M | 6 | 0.17% | Increased |
|
| 14 |
Morgan Stanley
New York
| $494M | -$15.4M | 6 | 0.13% | Reduced |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $453M | +$65.1M | 7 | 0.18% | Increased |
|
| 16 |
Trian Fund Management
New York
| $441M | +$457M | 1 | 4.28% | New |
|
| 17 |
Goldman Sachs
New York
| $427M | +$20M | 5 | 0.12% | Increased |
|
| 18 |
Geode Capital Management
Boston,
Massachusetts
| $427M | +$51M | 6 | 0.13% | Increased |
|
| 19 |
Fidelity Investments
Boston,
Massachusetts
| $426M | +$101M | 4 | 0.05% | Increased |
|
| 20 |
Wells Fargo
San Francisco,
California
| $406M | +$281K | 6 | 0.12% | Increased |
|
| 21 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $335M | +$22.3M | 5 | 0.15% | Increased |
|
| 22 |
Capital International Investors
Los Angeles,
California
| $322M | +$1.62M | 1 | 0.36% | Increased |
|
| 23 |
American Century Companies
Kansas City,
Missouri
| $266M | +$102M | 3 | 0.27% | Increased |
|
| 24 |
Charles Schwab
San Francisco,
California
| $245M | +$21.6M | 4 | 0.18% | Increased |
|
| 25 |
SSM
Sound Shore Management
Greenwich,
Connecticut
| $240M | +$249M | 2 | 4.03% | New |
|