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
| $6.48B | +$55.7M | 6 | 0.18% | Increased |
|
| 2 |
BlackRock
New York
| $5.33B | +$177M | 7 | 0.17% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $3.39B | -$447M | 6 | 0.45% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.64B | -$3.35M | 7 | 0.16% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $2.31B | +$17.6M | 7 | 0.26% | Increased |
|
| 6 |
Morgan Stanley
New York
| $2.2B | +$424M | 7 | 0.25% | Increased |
|
| 7 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.07B | +$16.9M | 2 | 0.72% | Increased |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.23B | +$137M | 6 | 0.2% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $1.22B | +$22.4M | 6 | 0.17% | Increased |
|
| 10 |
Bank of New York Mellon
New York
| $1.08B | -$15.8M | 6 | 0.25% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $1,000M | -$27.6M | 6 | 0.21% | Reduced |
|
| 12 |
Nuveen
Charlotte,
North Carolina
| $974M | +$21.8M | 4 | 0.38% | Increased |
|
| 13 |
ClearBridge Investments
New York
| $924M | -$80.5M | 2 | 0.91% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $878M | -$47.1M | 4 | 0.21% | Reduced |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $811M | -$331M | 3 | 0.16% | Reduced |
|
| 16 |
AllianceBernstein
Nashville,
Tennessee
| $802M | -$11.6M | 3 | 0.36% | Reduced |
|
| 17 |
Boston Partners
Boston,
Massachusetts
| $767M | -$124M | 2 | 1.04% | Reduced |
|
| 18 |
DZ Bank
Frankfurt Am Main,
Germany
| $722M | +$58.3M | 1 | 1.22% | Increased |
|
| 19 |
Wells Fargo
San Francisco,
California
| $708M | -$1.03M | 7 | 0.21% | Reduced |
|
| 20 |
Goldman Sachs
New York
| $674M | +$56.7M | 5 | 0.17% | Increased |
|
| 21 |
Fisher Asset Management
Camas,
Washington
| $664M | +$33.6M | 2 | 0.45% | Increased |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $650M | -$37.2M | 5 | 0.22% | Reduced |
|
| 23 |
Fidelity Investments
Boston,
Massachusetts
| $618M | +$221M | 6 | 0.06% | Increased |
|
| 24 |
Raymond James & Associates
St Petersburg,
Florida
| $583M | +$8.52M | 4 | 0.54% | Increased |
|
| 25 |
Capital International Investors
Los Angeles,
California
| $564M | -$42.9M | 1 | 0.15% | Reduced |
|