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
| $4.2B | -$28.2M | 6 | 0.12% | Reduced |
|
| 2 |
BlackRock
New York
| $4.17B | -$51.1M | 7 | 0.13% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $2.89B | +$13.8M | 6 | 0.42% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.47B | -$7.8M | 6 | 0.15% | Reduced |
|
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.85B | -$31.1M | 1 | 0.6% | Reduced |
|
| 6 |
Bank of America
Charlotte,
North Carolina
| $1.59B | +$297M | 7 | 0.21% | Increased |
|
| 7 |
Wellington Management Group
Boston,
Massachusetts
| $1.56B | -$39.5M | 3 | 0.29% | Reduced |
|
| 8 |
Norges Bank
Oslo,
Norway
| $1.1B | +$9.69M | 3 | 0.26% | Increased |
|
| 9 |
Ameriprise
Minneapolis,
Minnesota
| $963M | -$30M | 6 | 0.34% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $934M | -$31.3M | 6 | 0.18% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $912M | -$17.6M | 6 | 0.2% | Reduced |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $803M | +$31.7M | 6 | 0.13% | Increased |
|
| 13 |
Charles Schwab
San Francisco,
California
| $750M | +$56.2M | 5 | 0.3% | Increased |
|
| 14 |
Boston Partners
Boston,
Massachusetts
| $727M | -$194M | 1 | 1.13% | Reduced |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $651M | +$65.3M | 5 | 0.22% | Increased |
|
| 16 |
Dimensional Fund Advisors
Austin,
Texas
| $629M | +$5.89M | 7 | 0.23% | Increased |
|
| 17 |
American Century Companies
Kansas City,
Missouri
| $546M | +$3.64M | 4 | 0.43% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $521M | -$15.6M | 6 | 0.15% | Reduced |
|
| 19 |
Wells Fargo
San Francisco,
California
| $482M | +$51.2M | 7 | 0.12% | Increased |
|
| 20 |
Morgan Stanley
New York
| $460M | -$3.33M | 7 | 0.07% | Reduced |
|
| 21 |
Raymond James & Associates
St Petersburg,
Florida
| $429M | +$3.34M | 3 | 0.47% | Increased |
|
| 22 |
Fisher Asset Management
Camas,
Washington
| $427M | +$18.1M | 2 | 0.32% | Increased |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $390M | +$8.14M | 5 | 0.15% | Increased |
|
| 24 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $388M | +$22.6M | 2 | 2.94% | Increased |
|
| 25 |
Goldman Sachs
New York
| $381M | -$40.9M | 6 | 0.1% | Reduced |
|