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
| $5.43B | +$50.9M | 6 | 0.16% | Increased |
|
| 2 |
BlackRock
New York
| $4.33B | -$55.3M | 7 | 0.15% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $3.27B | -$154M | 6 | 0.47% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.24B | -$64.4M | 7 | 0.14% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $1.94B | -$93.4M | 6 | 0.23% | Reduced |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.74B | -$142M | 2 | 0.65% | Reduced |
|
| 7 |
Morgan Stanley
New York
| $1.49B | +$262M | 7 | 0.2% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $1.01B | +$17.5M | 6 | 0.15% | Increased |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| $977M | -$102M | 3 | 0.21% | Reduced |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $930M | +$219M | 6 | 0.15% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $928M | +$41.2M | 6 | 0.22% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $869M | -$3.79M | 6 | 0.2% | Reduced |
|
| 13 |
ClearBridge Investments
New York
| $855M | -$5.69M | 2 | 0.86% | Reduced |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $804M | +$34M | 4 | 0.33% | Increased |
|
| 15 |
Norges Bank
Oslo,
Norway
| $784M | -$5.63M | 3 | 0.21% | Reduced |
|
| 16 |
Boston Partners
Boston,
Massachusetts
| $758M | +$35.9M | 2 | 1.11% | Increased |
|
| 17 |
AllianceBernstein
Nashville,
Tennessee
| $692M | +$24.5M | 3 | 0.33% | Increased |
|
| 18 |
Wells Fargo
San Francisco,
California
| $601M | -$14M | 7 | 0.2% | Reduced |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $583M | -$3.63M | 5 | 0.22% | Reduced |
|
| 20 |
DZ Bank
Frankfurt Am Main,
Germany
| $562M | +$99.1M | 1 | 1.03% | Increased |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| $554M | -$1.09M | 7 | 0.21% | Reduced |
|
| 22 |
Fisher Asset Management
Camas,
Washington
| $531M | +$18.5M | 2 | 0.4% | Increased |
|
| 23 |
Goldman Sachs
New York
| $520M | +$29.4M | 6 | 0.13% | Increased |
|
| 24 |
Capital International Investors
Los Angeles,
California
| $513M | -$3.87M | 1 | 0.15% | Reduced |
|
| 25 |
Raymond James & Associates
St Petersburg,
Florida
| $487M | +$2.71M | 4 | 0.49% | Increased |
|