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
| $7.14B | +$37.2M | 6 | 0.18% | Increased |
|
| 2 |
BlackRock
New York
| $5.64B | -$208M | 7 | 0.17% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $3.35B | -$344M | 6 | 0.41% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.13B | +$232M | 7 | 0.18% | Increased |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $2.63B | +$103M | 6 | 0.27% | Increased |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.55B | +$280M | 2 | 0.87% | Increased |
|
| 7 |
Morgan Stanley
New York
| $2.49B | +$80.4M | 7 | 0.27% | Increased |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| $1.93B | +$1.21B | 6 | 0.18% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $1.36B | +$23.6M | 6 | 0.18% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $1.11B | +$8.36M | 6 | 0.22% | Increased |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.11B | -$235M | 6 | 0.17% | Reduced |
|
| 12 |
Nuveen
Charlotte,
North Carolina
| $1.1B | +$36.1M | 4 | 0.41% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $1.08B | -$101M | 6 | 0.24% | Reduced |
|
| 14 |
AllianceBernstein
Nashville,
Tennessee
| $1.02B | +$139M | 3 | 0.44% | Increased |
|
| 15 |
ClearBridge Investments
New York
| $967M | -$41.5M | 2 | 0.92% | Reduced |
|
| 16 |
Norges Bank
Oslo,
Norway
| $922M | -$38.7M | 4 | 0.2% | Reduced |
|
| 17 |
Ameriprise
Minneapolis,
Minnesota
| $863M | +$145M | 5 | 0.28% | Increased |
|
| 18 |
DZ Bank
Frankfurt Am Main,
Germany
| $841M | +$51.5M | 1 | 1.38% | Increased |
|
| 19 |
Goldman Sachs
New York
| $814M | +$70.1M | 6 | 0.19% | Increased |
|
| 20 |
Wellington Management Group
Boston,
Massachusetts
| $778M | -$105M | 3 | 0.15% | Reduced |
|
| 21 |
Wells Fargo
San Francisco,
California
| $758M | -$17.2M | 7 | 0.22% | Reduced |
|
| 22 |
Fisher Asset Management
Camas,
Washington
| $746M | -$878K | 2 | 0.45% | Reduced |
|
| 23 |
Dimensional Fund Advisors
Austin,
Texas
| $722M | +$701M | 7 | 0.24% | New |
|
| 24 |
Boston Partners
Boston,
Massachusetts
| $708M | -$127M | 2 | 0.97% | Reduced |
|
| 25 |
Raymond James & Associates
St Petersburg,
Florida
| $653M | +$15.4M | 4 | 0.57% | Increased |
|