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
| $3.16B | -$121M | 6 | 0.11% | Reduced |
|
| 2 |
BlackRock
New York
| $3.13B | -$176M | 7 | 0.12% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.85B | +$22M | 6 | 0.13% | Increased |
|
| 4 |
JP Morgan Chase
New York
| $1.81B | +$409M | 6 | 0.35% | Increased |
|
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.4B | +$22.4M | 1 | 0.55% | Increased |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $1.15B | -$118M | 3 | 0.26% | Reduced |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $866M | -$13.9M | 6 | 0.13% | Reduced |
|
| 8 |
Ameriprise
Minneapolis,
Minnesota
| $786M | +$148M | 5 | 0.34% | Increased |
|
| 9 |
Norges Bank
Oslo,
Norway
| $762M | -$4.97M | 3 | 0.22% | Reduced |
|
| 10 |
Boston Partners
Boston,
Massachusetts
| $725M | +$5.94M | 1 | 1.33% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $724M | +$96M | 6 | 0.19% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $703M | +$16.5M | 6 | 0.17% | Increased |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $563M | -$25.6M | 6 | 0.12% | Reduced |
|
| 14 |
Charles Schwab
San Francisco,
California
| $495M | +$130M | 5 | 0.24% | Increased |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $468M | -$13.9M | 5 | 0.19% | Reduced |
|
| 16 |
Dimensional Fund Advisors
Austin,
Texas
| $451M | +$9.81M | 6 | 0.2% | Increased |
|
| 17 |
Invesco
Atlanta,
Georgia
| $402M | -$13.4M | 6 | 0.14% | Reduced |
|
| 18 |
American Century Companies
Kansas City,
Missouri
| $371M | +$56.1M | 5 | 0.35% | Increased |
|
| 19 |
Morgan Stanley
New York
| $367M | -$3.38M | 7 | 0.08% | Reduced |
|
| 20 |
Wells Fargo
San Francisco,
California
| $325M | -$49.1M | 7 | 0.09% | Reduced |
|
| 21 |
Fisher Asset Management
Camas,
Washington
| $318M | +$14M | 2 | 0.31% | Increased |
|
| 22 |
Goldman Sachs
New York
| $316M | +$33.6M | 5 | 0.1% | Increased |
|
| 23 |
Raymond James & Associates
St Petersburg,
Florida
| $295M | +$4.64M | 4 | 0.4% | Increased |
|
| 24 |
Legal & General Group
London,
United Kingdom
| $286M | -$1.98M | 5 | 0.14% | Reduced |
|
| 25 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $277M | -$27.4M | 1 | 2.32% | Reduced |
|