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
| $5.77B | +$35.2M | 6 | 0.14% | Increased |
|
| 2 |
BlackRock
New York
| $4.83B | -$229M | 7 | 0.14% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $3.59B | -$342M | 6 | 0.44% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.69B | -$25.3M | 7 | 0.14% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $2.36B | -$106M | 6 | 0.24% | Reduced |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.28B | -$23.5M | 2 | 0.67% | Reduced |
|
| 7 |
Wellington Management Group
Boston,
Massachusetts
| $1.41B | -$119M | 3 | 0.24% | Reduced |
|
| 8 |
Norges Bank
Oslo,
Norway
| $1.17B | -$176M | 3 | 0.26% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $1.09B | +$39.4M | 7 | 0.15% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $1.06B | -$33.6M | 6 | 0.19% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $1.04B | -$67.1M | 6 | 0.2% | Reduced |
|
| 12 |
Boston Partners
Boston,
Massachusetts
| $925M | +$17.6M | 1 | 1.17% | Increased |
|
| 13 |
Nuveen
Charlotte,
North Carolina
| $814M | -$158M | 5 | 0.25% | Reduced |
|
| 14 |
ClearBridge Investments
New York
| $789M | +$577M | 2 | 0.56% | Increased |
|
| 15 |
Wells Fargo
San Francisco,
California
| $741M | +$53.4M | 7 | 0.16% | Increased |
|
| 16 |
Morgan Stanley
New York
| $687M | +$44.4M | 7 | 0.09% | Increased |
|
| 17 |
Ameriprise
Minneapolis,
Minnesota
| $675M | -$90.7M | 5 | 0.22% | Reduced |
|
| 18 |
Invesco
Atlanta,
Georgia
| $665M | -$43.6M | 6 | 0.17% | Reduced |
|
| 19 |
Capital International Investors
Los Angeles,
California
| $664M | +$15.7M | 1 | 0.15% | Increased |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $649M | -$43.5M | 7 | 0.21% | Reduced |
|
| 21 |
Fisher Asset Management
Camas,
Washington
| $584M | +$24.4M | 2 | 0.36% | Increased |
|
| 22 |
Goldman Sachs
New York
| $533M | +$51.7M | 6 | 0.11% | Increased |
|
| 23 |
Raymond James & Associates
St Petersburg,
Florida
| $530M | -$1.55M | 4 | 0.48% | Reduced |
|
| 24 |
Legal & General Group
London,
United Kingdom
| $468M | +$12.5M | 5 | 0.15% | Increased |
|
| 25 |
DZ Bank
Frankfurt Am Main,
Germany
| $448M | +$63.4M | 1 | 0.69% | Increased |
|