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
| $8.46B | +$43.2M | 6 | 0.2% | Increased |
|
| 2 |
BlackRock
New York
| $6.53B | -$111M | 6 | 0.18% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $4.07B | +$116M | 6 | 0.44% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $3.76B | +$65.6M | 6 | 0.2% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $3.19B | +$807M | 5 | 0.27% | Increased |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.13B | +$120M | 2 | 1.03% | Increased |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $2.79B | -$261M | 5 | 0.29% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $2.04B | -$771M | 6 | 0.2% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $1.64B | +$35.9M | 6 | 0.19% | Increased |
|
| 10 |
Nuveen
Charlotte,
North Carolina
| $1.3B | +$573K | 4 | 0.45% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $1.24B | -$28.6M | 5 | 0.26% | Reduced |
|
| 12 |
AllianceBernstein
Nashville,
Tennessee
| $1.24B | +$33.9M | 4 | 0.5% | Increased |
|
| 13 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.16B | -$123M | 4 | 0.16% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $1.09B | -$183M | 5 | 0.21% | Reduced |
|
| 15 |
Ameriprise
Minneapolis,
Minnesota
| $1.08B | +$56.6M | 4 | 0.34% | Increased |
|
| 16 |
Norges Bank
Oslo,
Norway
| $1.07B | -$10.5M | 3 | 0.21% | Reduced |
|
| 17 |
ClearBridge Investments
New York
| $1.02B | -$100M | 2 | 0.92% | Reduced |
|
| 18 |
DZ Bank
Frankfurt Am Main,
Germany
| $984M | -$2.31M | 1 | 1.48% | Reduced |
|
| 19 |
Goldman Sachs
New York
| $848M | -$95.2M | 4 | 0.18% | Reduced |
|
| 20 |
Boston Partners
Boston,
Massachusetts
| $836M | -$1.38M | 2 | 1.13% | Reduced |
|
| 21 |
Fisher Asset Management
Camas,
Washington
| $836M | -$18.9M | 2 | 0.46% | Reduced |
|
| 22 |
Wellington Management Group
Boston,
Massachusetts
| $786M | -$112M | 4 | 0.15% | Reduced |
|
| 23 |
Wells Fargo
San Francisco,
California
| $783M | -$93M | 6 | 0.22% | Reduced |
|
| 24 |
Dimensional Fund Advisors
Austin,
Texas
| $778M | -$72M | 6 | 0.25% | Reduced |
|
| 25 |
Invesco
Atlanta,
Georgia
| $769M | +$129M | 5 | 0.2% | Increased |
|