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
| $5.12B | +$81.1M | 6 | 0.14% | Increased |
|
| 2 |
BlackRock
New York
| $4.19B | -$22.5M | 7 | 0.13% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $3.23B | -$161M | 6 | 0.45% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.18B | -$74.4M | 7 | 0.13% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $1.94B | -$89.1M | 6 | 0.22% | Reduced |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.77B | -$75.3M | 2 | 0.61% | Reduced |
|
| 7 |
Morgan Stanley
New York
| $1.19B | +$464M | 7 | 0.15% | Increased |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $1.02B | -$28.5M | 3 | 0.2% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $945M | +$27.9M | 6 | 0.14% | Increased |
|
| 10 |
Bank of New York Mellon
New York
| $844M | +$34.2M | 6 | 0.19% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $837M | -$31.7M | 7 | 0.18% | Reduced |
|
| 12 |
ClearBridge Investments
New York
| $814M | -$9.24M | 2 | 0.76% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $749M | -$195M | 3 | 0.19% | Reduced |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $733M | -$29.7M | 4 | 0.28% | Reduced |
|
| 15 |
Boston Partners
Boston,
Massachusetts
| $688M | +$53.5M | 2 | 0.96% | Increased |
|
| 16 |
T. Rowe Price Associates
Baltimore,
Maryland
| $681M | +$582M | 5 | 0.09% | Increased |
|
| 17 |
AllianceBernstein
Nashville,
Tennessee
| $632M | +$364M | 3 | 0.29% | Increased |
|
| 18 |
Wells Fargo
San Francisco,
California
| $587M | -$62.5M | 7 | 0.18% | Reduced |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $558M | -$67.3M | 5 | 0.19% | Reduced |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $538M | -$16M | 7 | 0.19% | Reduced |
|
| 21 |
Capital International Investors
Los Angeles,
California
| $537M | -$15.8M | 1 | 0.15% | Reduced |
|
| 22 |
Fisher Asset Management
Camas,
Washington
| $535M | +$27.5M | 2 | 0.38% | Increased |
|
| 23 |
Goldman Sachs
New York
| $472M | -$77.6M | 6 | 0.12% | Reduced |
|
| 24 |
Raymond James & Associates
St Petersburg,
Florida
| $460M | +$9.49M | 4 | 0.45% | Increased |
|
| 25 |
DZ Bank
Frankfurt Am Main,
Germany
| $442M | -$125M | 1 | 0.8% | Reduced |
|