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
| $5.24B | +$373M | 6 | 0.14% | Increased |
|
| 2 |
BlackRock
New York
| $4.87B | +$59.8M | 7 | 0.14% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $3.55B | +$205M | 6 | 0.47% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.56B | -$262M | 6 | 0.15% | Reduced |
|
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.15B | +$10.4M | 2 | 0.66% | Increased |
|
| 6 |
Bank of America
Charlotte,
North Carolina
| $2.15B | +$303M | 7 | 0.24% | Increased |
|
| 7 |
Wellington Management Group
Boston,
Massachusetts
| $1.47B | -$303M | 3 | 0.26% | Reduced |
|
| 8 |
Norges Bank
Oslo,
Norway
| $1.16B | -$102M | 3 | 0.27% | Reduced |
|
| 9 |
Bank of New York Mellon
New York
| $1.05B | +$2.59M | 6 | 0.22% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $1.02B | -$46.1M | 6 | 0.19% | Reduced |
|
| 11 |
Ameriprise
Minneapolis,
Minnesota
| $1.02B | -$83.9M | 6 | 0.34% | Reduced |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $941M | +$15.1M | 7 | 0.14% | Increased |
|
| 13 |
Nuveen
Charlotte,
North Carolina
| $892M | +$131M | 5 | 0.28% | Increased |
|
| 14 |
Boston Partners
Boston,
Massachusetts
| $851M | +$12.6M | 1 | 1.14% | Increased |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $679M | -$47.6M | 7 | 0.22% | Reduced |
|
| 16 |
Wells Fargo
San Francisco,
California
| $628M | +$73M | 7 | 0.14% | Increased |
|
| 17 |
Morgan Stanley
New York
| $610M | +$77.7M | 7 | 0.09% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $569M | -$17.3M | 6 | 0.15% | Reduced |
|
| 19 |
Capital International Investors
Los Angeles,
California
| $554M | +$149M | 1 | 0.14% | Increased |
|
| 20 |
Fisher Asset Management
Camas,
Washington
| $487M | +$21.6M | 2 | 0.34% | Increased |
|
| 21 |
American Century Companies
Kansas City,
Missouri
| $482M | -$151M | 4 | 0.35% | Reduced |
|
| 22 |
Goldman Sachs
New York
| $474M | +$34.6M | 6 | 0.12% | Increased |
|
| 23 |
Raymond James & Associates
St Petersburg,
Florida
| $465M | -$26.3M | 3 | 0.47% | Reduced |
|
| 24 |
Legal & General Group
London,
United Kingdom
| $441M | -$8.18M | 5 | 0.16% | Reduced |
|
| 25 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $414M | -$32.8M | 2 | 3.1% | Reduced |
|