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
| $6.02B | +$90M | 6 | 0.14% | Increased |
|
| 2 |
BlackRock
New York
| $5.01B | +$246M | 7 | 0.14% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $4.06B | +$139M | 6 | 0.49% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.69B | -$66.1M | 7 | 0.13% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $2.43B | +$113M | 6 | 0.24% | Increased |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.21B | -$41.9M | 2 | 0.66% | Reduced |
|
| 7 |
Wellington Management Group
Boston,
Massachusetts
| $1.25B | -$134M | 3 | 0.21% | Reduced |
|
| 8 |
Norges Bank
Oslo,
Norway
| $1.11B | -$47.4M | 3 | 0.24% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $1.1B | -$8.62M | 6 | 0.14% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $1.04B | -$6.24M | 6 | 0.18% | Reduced |
|
| 11 |
ClearBridge Investments
New York
| $988M | +$148M | 2 | 0.74% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $973M | -$55.3M | 6 | 0.19% | Reduced |
|
| 13 |
Morgan Stanley
New York
| $929M | +$202M | 7 | 0.13% | Increased |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $926M | +$107M | 5 | 0.3% | Increased |
|
| 15 |
Wells Fargo
San Francisco,
California
| $774M | +$44.9M | 7 | 0.2% | Increased |
|
| 16 |
Boston Partners
Boston,
Massachusetts
| $765M | -$137M | 2 | 0.93% | Reduced |
|
| 17 |
Ameriprise
Minneapolis,
Minnesota
| $743M | +$36.4M | 5 | 0.22% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $676M | +$84.8M | 6 | 0.17% | Increased |
|
| 19 |
DZ Bank
Frankfurt Am Main,
Germany
| $668M | -$393M | 1 | 0.96% | Reduced |
|
| 20 |
Capital International Investors
Los Angeles,
California
| $667M | +$14.1M | 1 | 0.15% | Increased |
|
| 21 |
Goldman Sachs
New York
| $649M | +$41.6M | 6 | 0.14% | Increased |
|
| 22 |
Dimensional Fund Advisors
Austin,
Texas
| $646M | +$8.92M | 7 | 0.2% | Increased |
|
| 23 |
Fisher Asset Management
Camas,
Washington
| $618M | +$30M | 2 | 0.36% | Increased |
|
| 24 |
Raymond James & Associates
St Petersburg,
Florida
| $543M | +$10.6M | 4 | 0.46% | Increased |
|
| 25 |
Legal & General Group
London,
United Kingdom
| $483M | +$15.2M | 5 | 0.15% | Increased |
|