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
| $2.72B | +$135M | 7 | 0.14% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $2.69B | +$88.1M | 6 | 0.12% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.58B | +$17.1M | 5 | 0.14% | Increased |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $1.44B | -$21.3M | 4 | 0.36% | Reduced |
|
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
| $990M | -$6.16M | 1 | 0.48% | Reduced |
|
| 6 |
Northern Trust
Chicago,
Illinois
| $588M | +$1.35M | 6 | 0.17% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $582M | -$457M | 6 | 0.13% | Reduced |
|
| 8 |
Norges Bank
Oslo,
Norway
| $578M | +$57.8M | 3 | 0.22% | Increased |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $567M | -$71.5M | 7 | 0.1% | Reduced |
|
| 10 |
Bank of New York Mellon
New York
| $524M | -$14.9M | 6 | 0.16% | Reduced |
|
| 11 |
Lazard Asset Management
New York
| $521M | -$48.3M | 2 | 0.96% | Reduced |
|
| 12 |
Boston Partners
Boston,
Massachusetts
| $501M | -$198M | 1 | 0.72% | Reduced |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $431M | +$26.4M | 6 | 0.13% | Increased |
|
| 14 |
Dimensional Fund Advisors
Austin,
Texas
| $397M | +$3.16M | 7 | 0.18% | Increased |
|
| 15 |
Trian Fund Management
New York
| $394M | $0 | 1 | 4.27% | Maintained |
|
| 16 |
Wells Fargo
San Francisco,
California
| $380M | +$21.9M | 6 | 0.13% | Increased |
|
| 17 |
Invesco
Atlanta,
Georgia
| $376M | -$49.4M | 6 | 0.14% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $370M | -$28.9M | 5 | 0.12% | Reduced |
|
| 19 |
LSV Asset Management
Chicago,
Illinois
| $365M | +$16.8M | 1 | 0.65% | Increased |
|
| 20 |
Morgan Stanley
New York
| $354M | -$57.2M | 6 | 0.11% | Reduced |
|
| 21 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $332M | +$3.96M | 6 | 0.16% | Increased |
|
| 22 |
Fidelity Investments
Boston,
Massachusetts
| $267M | -$61.1M | 4 | 0.04% | Reduced |
|
| 23 |
American Century Companies
Kansas City,
Missouri
| $256M | +$4.39M | 3 | 0.29% | Increased |
|
| 24 |
Charles Schwab
San Francisco,
California
| $243M | +$12.7M | 4 | 0.19% | Increased |
|
| 25 |
SSM
Sound Shore Management
Greenwich,
Connecticut
| $237M | +$801K | 2 | 4.88% | Increased |
|