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
| $3.28B | +$31.2M | 6 | 0.12% | Increased |
|
| 2 |
BlackRock
New York
| $3.21B | +$37.8M | 7 | 0.14% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.89B | -$34.3M | 6 | 0.14% | Reduced |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $1.61B | +$58.1M | 3 | 0.36% | Increased |
|
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.32B | -$31.3M | 1 | 0.54% | Reduced |
|
| 6 |
JP Morgan Chase
New York
| $979M | +$37.4M | 6 | 0.19% | Increased |
|
| 7 |
Boston Partners
Boston,
Massachusetts
| $794M | -$59.3M | 1 | 1.04% | Reduced |
|
| 8 |
Norges Bank
Oslo,
Norway
| $772M | +$45.7M | 3 | 0.24% | Increased |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $738M | -$2.55M | 7 | 0.11% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $695M | +$2.47M | 6 | 0.16% | Increased |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $539M | +$2.79M | 6 | 0.13% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $530M | +$81.4M | 6 | 0.14% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $523M | -$34.4M | 6 | 0.14% | Reduced |
|
| 14 |
Wells Fargo
San Francisco,
California
| $496M | +$52.6M | 6 | 0.14% | Increased |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $470M | -$6.79M | 7 | 0.18% | Reduced |
|
| 16 |
Lazard Asset Management
New York
| $430M | -$45.2M | 2 | 0.7% | Reduced |
|
| 17 |
LSV Asset Management
Chicago,
Illinois
| $430M | -$6.96M | 1 | 0.69% | Reduced |
|
| 18 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $427M | +$32.4M | 6 | 0.17% | Increased |
|
| 19 |
Morgan Stanley
New York
| $416M | +$35M | 7 | 0.11% | Increased |
|
| 20 |
AQR Capital Management
Greenwich,
Connecticut
| $383M | +$131M | 3 | 0.43% | Increased |
|
| 21 |
Trian Fund Management
New York
| $336M | -$103M | 1 | 3.55% | Reduced |
|
| 22 |
American Century Companies
Kansas City,
Missouri
| $332M | +$27.9M | 3 | 0.33% | Increased |
|
| 23 |
Charles Schwab
San Francisco,
California
| $319M | +$11.8M | 5 | 0.19% | Increased |
|
| 24 |
Goldman Sachs
New York
| $295M | -$81.5M | 5 | 0.09% | Reduced |
|
| 25 |
Nuveen
Charlotte,
North Carolina
| $284M | +$275M | 5 | 0.11% | Increased |
|