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
| $3.54B | -$68.7M | 6 | 0.12% | Reduced |
|
| 2 |
BlackRock
New York
| $3.53B | -$36.9M | 7 | 0.13% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $2.42B | +$320M | 6 | 0.41% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.07B | -$30M | 6 | 0.14% | Reduced |
|
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.6B | -$23.4M | 1 | 0.58% | Reduced |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $1.35B | +$22.2M | 3 | 0.28% | Increased |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $1.09B | +$87.4M | 7 | 0.15% | Increased |
|
| 8 |
Norges Bank
Oslo,
Norway
| $920M | +$39.3M | 3 | 0.24% | Increased |
|
| 9 |
Ameriprise
Minneapolis,
Minnesota
| $843M | -$65.5M | 5 | 0.34% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $823M | +$15.5M | 6 | 0.18% | Increased |
|
| 11 |
Boston Partners
Boston,
Massachusetts
| $793M | -$49.6M | 1 | 1.44% | Reduced |
|
| 12 |
Bank of New York Mellon
New York
| $786M | -$48.3M | 6 | 0.19% | Reduced |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $646M | -$509K | 6 | 0.13% | Reduced |
|
| 14 |
Charles Schwab
San Francisco,
California
| $581M | +$11.1M | 5 | 0.27% | Increased |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $515M | +$13.3M | 6 | 0.22% | Increased |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $491M | -$49.6M | 5 | 0.19% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $444M | -$18.9M | 6 | 0.15% | Reduced |
|
| 18 |
American Century Companies
Kansas City,
Missouri
| $430M | +$55.5M | 5 | 0.38% | Increased |
|
| 19 |
Morgan Stanley
New York
| $398M | -$24.9M | 7 | 0.08% | Reduced |
|
| 20 |
Fisher Asset Management
Camas,
Washington
| $371M | +$12.4M | 2 | 0.33% | Increased |
|
| 21 |
Wells Fargo
San Francisco,
California
| $365M | -$7.74M | 7 | 0.1% | Reduced |
|
| 22 |
Raymond James & Associates
St Petersburg,
Florida
| $362M | +$19.7M | 3 | 0.45% | Increased |
|
| 23 |
Goldman Sachs
New York
| $361M | +$651K | 6 | 0.1% | Increased |
|
| 24 |
Legal & General Group
London,
United Kingdom
| $323M | -$8.33M | 5 | 0.14% | Reduced |
|
| 25 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $307M | -$14.8M | 1 | 2.53% | Reduced |
|