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
| $3.24B | +$10.6M | 6 | 0.12% | Increased |
|
| 2 |
BlackRock
New York
| $3.16B | -$972K | 7 | 0.13% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.86B | +$4.48M | 6 | 0.14% | Increased |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $1.8B | +$196M | 3 | 0.41% | Increased |
|
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.33B | +$11M | 1 | 0.53% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $1.06B | +$72.2M | 6 | 0.21% | Increased |
|
| 7 |
Boston Partners
Boston,
Massachusetts
| $774M | -$18.7M | 1 | 1.05% | Reduced |
|
| 8 |
Norges Bank
Oslo,
Norway
| $765M | -$902K | 3 | 0.23% | Reduced |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $736M | +$3.57M | 7 | 0.11% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $695M | +$6.14M | 6 | 0.17% | Increased |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $544M | +$10.8M | 6 | 0.13% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $521M | +$3.69M | 6 | 0.14% | Increased |
|
| 13 |
Lazard Asset Management
New York
| $495M | +$63.6M | 2 | 0.81% | Increased |
|
| 14 |
Dimensional Fund Advisors
Austin,
Texas
| $464M | +$1.29M | 7 | 0.18% | Increased |
|
| 15 |
Wells Fargo
San Francisco,
California
| $455M | -$35.4M | 6 | 0.13% | Reduced |
|
| 16 |
Invesco
Atlanta,
Georgia
| $447M | -$78.7M | 6 | 0.12% | Reduced |
|
| 17 |
LSV Asset Management
Chicago,
Illinois
| $406M | -$22.6M | 1 | 0.67% | Reduced |
|
| 18 |
American Century Companies
Kansas City,
Missouri
| $389M | +$75M | 3 | 0.39% | Increased |
|
| 19 |
Morgan Stanley
New York
| $387M | -$25.3M | 6 | 0.1% | Reduced |
|
| 20 |
Ameriprise
Minneapolis,
Minnesota
| $386M | +$236M | 5 | 0.17% | Increased |
|
| 21 |
Nuveen
Charlotte,
North Carolina
| $374M | +$89.5M | 5 | 0.15% | Increased |
|
| 22 |
AQR Capital Management
Greenwich,
Connecticut
| $354M | -$21.4M | 4 | 0.42% | Reduced |
|
| 23 |
Charles Schwab
San Francisco,
California
| $336M | +$19.7M | 5 | 0.2% | Increased |
|
| 24 |
Trian Fund Management
New York
| $299M | $0 | 1 | 3.12% | Maintained |
|
| 25 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $289M | -$132M | 6 | 0.11% | Reduced |
|