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
| $5.68B | +$59.3M | 6 | 0.14% | Increased |
|
| 2 |
BlackRock
New York
| $5B | -$205M | 7 | 0.14% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $3.88B | +$82.1M | 6 | 0.46% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.69B | -$50.3M | 7 | 0.14% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $2.45B | +$137M | 6 | 0.25% | Increased |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.28B | -$20.6M | 2 | 0.66% | Reduced |
|
| 7 |
Wellington Management Group
Boston,
Massachusetts
| $1.51B | -$67M | 3 | 0.25% | Reduced |
|
| 8 |
Norges Bank
Oslo,
Norway
| $1.32B | +$71.4M | 4 | 0.29% | Increased |
|
| 9 |
Bank of New York Mellon
New York
| $1.09B | -$36.1M | 6 | 0.21% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $1.08B | -$14.1M | 6 | 0.19% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $1.04B | +$32.7M | 7 | 0.14% | Increased |
|
| 12 |
Nuveen
Charlotte,
North Carolina
| $953M | -$6.8M | 5 | 0.28% | Reduced |
|
| 13 |
Boston Partners
Boston,
Massachusetts
| $902M | -$9.97M | 1 | 1.15% | Reduced |
|
| 14 |
Ameriprise
Minneapolis,
Minnesota
| $754M | -$327M | 5 | 0.23% | Reduced |
|
| 15 |
Invesco
Atlanta,
Georgia
| $711M | +$101M | 6 | 0.17% | Increased |
|
| 16 |
Wells Fargo
San Francisco,
California
| $687M | +$12M | 7 | 0.15% | Increased |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $685M | -$36.6M | 7 | 0.22% | Reduced |
|
| 18 |
Capital International Investors
Los Angeles,
California
| $663M | +$40M | 1 | 0.15% | Increased |
|
| 19 |
Morgan Stanley
New York
| $643M | -$11.7M | 7 | 0.08% | Reduced |
|
| 20 |
Fisher Asset Management
Camas,
Washington
| $573M | +$28.6M | 2 | 0.36% | Increased |
|
| 21 |
Raymond James & Associates
St Petersburg,
Florida
| $528M | +$27.1M | 4 | 0.48% | Increased |
|
| 22 |
American Century Companies
Kansas City,
Missouri
| $523M | -$11.2M | 4 | 0.36% | Reduced |
|
| 23 |
Goldman Sachs
New York
| $482M | -$25.8M | 6 | 0.11% | Reduced |
|
| 24 |
Legal & General Group
London,
United Kingdom
| $452M | -$20.1M | 5 | 0.15% | Reduced |
|
| 25 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $414M | -$2.49M | 6 | 0.11% | Reduced |
|