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
| $3.19B | +$26.2M | 6 | 0.12% | Increased |
|
| 2 |
BlackRock
New York
| $3.1B | -$69.8M | 7 | 0.14% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.9B | +$31.5M | 5 | 0.15% | Increased |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $1.51B | -$158M | 4 | 0.34% | Reduced |
|
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.31B | +$140M | 1 | 0.55% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $914M | +$222M | 6 | 0.19% | Increased |
|
| 7 |
Boston Partners
Boston,
Massachusetts
| $827M | +$227M | 1 | 1.1% | Increased |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $716M | +$66.2M | 6 | 0.11% | Increased |
|
| 9 |
Norges Bank
Oslo,
Norway
| $708M | +$27.1M | 3 | 0.23% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $671M | +$2.24M | 6 | 0.17% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $544M | -$65.1M | 6 | 0.15% | Reduced |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $524M | +$17.7M | 6 | 0.14% | Increased |
|
| 13 |
Trian Fund Management
New York
| $474M | +$148K | 1 | 5.07% | Increased |
|
| 14 |
Lazard Asset Management
New York
| $461M | -$138M | 2 | 0.75% | Reduced |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $461M | +$1.98M | 7 | 0.18% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $433M | -$2.77M | 6 | 0.15% | Reduced |
|
| 17 |
Wells Fargo
San Francisco,
California
| $429M | -$10.4M | 6 | 0.13% | Reduced |
|
| 18 |
LSV Asset Management
Chicago,
Illinois
| $422M | -$5.12M | 1 | 0.68% | Reduced |
|
| 19 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $381M | +$1.21M | 6 | 0.16% | Increased |
|
| 20 |
Goldman Sachs
New York
| $370M | -$55.8M | 6 | 0.11% | Reduced |
|
| 21 |
Morgan Stanley
New York
| $366M | -$37M | 6 | 0.1% | Reduced |
|
| 22 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $328M | +$93.1M | 6 | 0.2% | Increased |
|
| 23 |
American Century Companies
Kansas City,
Missouri
| $311M | +$7.14M | 3 | 0.31% | Increased |
|
| 24 |
Charles Schwab
San Francisco,
California
| $300M | +$15.1M | 4 | 0.19% | Increased |
|
| 25 |
SSM
Sound Shore Management
Greenwich,
Connecticut
| $271M | -$9.89M | 2 | 5.21% | Reduced |
|