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
| $2.94B | +$156M | 7 | 0.14% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $2.92B | +$31.9M | 6 | 0.12% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.63B | -$122M | 6 | 0.14% | Reduced |
|
| 4 |
JP Morgan Chase
New York
| $1.22B | +$281M | 6 | 0.29% | Increased |
|
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.22B | +$5.21M | 1 | 0.58% | Increased |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $1.13B | -$117M | 3 | 0.3% | Reduced |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $768M | +$139M | 6 | 0.14% | Increased |
|
| 8 |
Norges Bank
Oslo,
Norway
| $682M | -$37.7M | 3 | 0.24% | Reduced |
|
| 9 |
Boston Partners
Boston,
Massachusetts
| $638M | +$155M | 1 | 1.27% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $593M | -$25.5M | 6 | 0.17% | Reduced |
|
| 11 |
Ameriprise
Minneapolis,
Minnesota
| $555M | +$167M | 5 | 0.29% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $552M | +$98.6M | 6 | 0.18% | Increased |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $524M | +$24.3M | 6 | 0.14% | Increased |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $428M | +$99.3M | 5 | 0.21% | Increased |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $392M | +$2.18M | 7 | 0.2% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $368M | -$70.6M | 6 | 0.15% | Reduced |
|
| 17 |
Wells Fargo
San Francisco,
California
| $330M | -$88.8M | 7 | 0.11% | Reduced |
|
| 18 |
Morgan Stanley
New York
| $321M | -$55.2M | 7 | 0.09% | Reduced |
|
| 19 |
Charles Schwab
San Francisco,
California
| $318M | +$17.9M | 5 | 0.19% | Increased |
|
| 20 |
American Century Companies
Kansas City,
Missouri
| $279M | -$8.84M | 3 | 0.33% | Reduced |
|
| 21 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $272M | +$129M | 1 | 2.37% | Increased |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $256M | +$5.48M | 5 | 0.15% | Increased |
|
| 23 |
Raymond James & Associates
St Petersburg,
Florida
| $256M | -$16.1M | 4 | 0.41% | Reduced |
|
| 24 |
Citadel Advisors
Miami,
Florida
| $247M | -$146M | 7 | 0.11% | Reduced |
|
| 25 |
Goldman Sachs
New York
| $246M | -$178M | 6 | 0.09% | Reduced |
|