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
| $6.73B | +$48.4M | 6 | 0.15% | Increased |
|
| 2 |
BlackRock
New York
| $5.42B | -$147M | 7 | 0.14% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $4.47B | +$306M | 6 | 0.52% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.14B | +$27.4M | 7 | 0.15% | Increased |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $2.66B | -$73M | 7 | 0.26% | Reduced |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.57B | -$68M | 2 | 0.7% | Reduced |
|
| 7 |
Wellington Management Group
Boston,
Massachusetts
| $1.57B | -$51.7M | 3 | 0.25% | Reduced |
|
| 8 |
Norges Bank
Oslo,
Norway
| $1.31B | -$35.4M | 3 | 0.27% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $1.26B | +$2.08M | 7 | 0.15% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $1.19B | -$27.3M | 6 | 0.2% | Reduced |
|
| 11 |
DZ Bank
Frankfurt Am Main,
Germany
| $1.18B | +$647M | 1 | 0.84% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $1.17B | -$30.4M | 6 | 0.21% | Reduced |
|
| 13 |
Boston Partners
Boston,
Massachusetts
| $1.02B | -$45.6M | 1 | 1.23% | Reduced |
|
| 14 |
ClearBridge Investments
New York
| $961M | +$44.5M | 2 | 0.65% | Increased |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $912M | -$29.8M | 5 | 0.27% | Reduced |
|
| 16 |
Morgan Stanley
New York
| $837M | +$40.9M | 7 | 0.1% | Increased |
|
| 17 |
Wells Fargo
San Francisco,
California
| $834M | -$22M | 7 | 0.21% | Reduced |
|
| 18 |
Ameriprise
Minneapolis,
Minnesota
| $807M | +$25.4M | 5 | 0.22% | Increased |
|
| 19 |
Capital International Investors
Los Angeles,
California
| $770M | +$11.4M | 1 | 0.16% | Increased |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $723M | -$25.9M | 7 | 0.22% | Reduced |
|
| 21 |
Fisher Asset Management
Camas,
Washington
| $696M | +$25M | 2 | 0.39% | Increased |
|
| 22 |
Goldman Sachs
New York
| $695M | +$74.9M | 6 | 0.14% | Increased |
|
| 23 |
Invesco
Atlanta,
Georgia
| $684M | -$69.2M | 6 | 0.16% | Reduced |
|
| 24 |
Raymond James & Associates
St Petersburg,
Florida
| $607M | -$5.37M | 4 | 0.49% | Reduced |
|
| 25 |
Legal & General Group
London,
United Kingdom
| $532M | -$9.02M | 5 | 0.16% | Reduced |
|