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
| $3.3B | -$19.9M | 7 | 0.14% | Reduced |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $3.3B | +$20.3M | 6 | 0.13% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.97B | +$199M | 5 | 0.15% | Increased |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $1.84B | -$469M | 4 | 0.39% | Reduced |
|
| 5 |
JP Morgan Chase
New York
| $1.27B | -$171M | 6 | 0.24% | Reduced |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.26B | -$22.6K | 1 | 0.52% | Reduced |
|
| 7 |
Boston Partners
Boston,
Massachusetts
| $834M | -$51.6M | 3 | 0.97% | Reduced |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $797M | +$32M | 7 | 0.12% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $746M | -$4.56M | 6 | 0.18% | Reduced |
|
| 10 |
Lazard Asset Management
New York
| $713M | +$12.9M | 2 | 1.15% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $682M | +$56.4M | 6 | 0.18% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $663M | +$36.8M | 3 | 0.22% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $529M | -$39.5M | 6 | 0.17% | Reduced |
|
| 14 |
Geode Capital Management
Boston,
Massachusetts
| $514M | +$22.8M | 6 | 0.14% | Increased |
|
| 15 |
Morgan Stanley
New York
| $513M | -$48.1M | 6 | 0.13% | Reduced |
|
| 16 |
Dimensional Fund Advisors
Austin,
Texas
| $510M | +$3.71M | 7 | 0.19% | Increased |
|
| 17 |
Goldman Sachs
New York
| $500M | +$7.6M | 6 | 0.13% | Increased |
|
| 18 |
Trian Fund Management
New York
| $477M | $0 | 1 | 4.61% | Maintained |
|
| 19 |
Wells Fargo
San Francisco,
California
| $454M | -$11.7M | 6 | 0.13% | Reduced |
|
| 20 |
LSV Asset Management
Chicago,
Illinois
| $441M | +$315M | 1 | 0.66% | Increased |
|
| 21 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $419M | +$35.4M | 6 | 0.17% | Increased |
|
| 22 |
Fidelity Investments
Boston,
Massachusetts
| $413M | -$67.2M | 4 | 0.05% | Reduced |
|
| 23 |
American Century Companies
Kansas City,
Missouri
| $314M | +$9.76M | 3 | 0.31% | Increased |
|
| 24 |
Charles Schwab
San Francisco,
California
| $293M | +$10.9M | 4 | 0.2% | Increased |
|
| 25 |
SSM
Sound Shore Management
Greenwich,
Connecticut
| $293M | +$22.4M | 2 | 5% | Increased |
|