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
| $8.93B | -$14.1M | 6 | 0.22% | Reduced |
|
| 2 |
BlackRock
New York
| $6.74B | -$179M | 6 | 0.19% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $5.01B | +$702M | 5 | 0.55% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $4.61B | +$1.25B | 5 | 0.4% | Increased |
|
| 5 |
State Street
Boston,
Massachusetts
| $3.88B | -$99.3M | 6 | 0.22% | Reduced |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.31B | -$9.58M | 2 | 1.16% | Reduced |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $3.02B | +$66.2M | 5 | 0.33% | Increased |
|
| 8 |
Morgan Stanley
New York
| $2.05B | -$110M | 6 | 0.21% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $1.76B | +$25.2M | 6 | 0.21% | Increased |
|
| 10 |
Nuveen
Charlotte,
North Carolina
| $1.41B | +$34.1M | 4 | 0.5% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $1.21B | -$105M | 5 | 0.27% | Reduced |
|
| 12 |
AllianceBernstein
Nashville,
Tennessee
| $1.19B | -$123M | 4 | 0.5% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $1.18B | +$23.4M | 6 | 0.23% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $1.11B | -$22.2M | 3 | 0.23% | Reduced |
|
| 15 |
Ameriprise
Minneapolis,
Minnesota
| $1.11B | -$37.4M | 5 | 0.36% | Reduced |
|
| 16 |
DZ Bank
Frankfurt Am Main,
Germany
| $1.02B | -$24.3M | 1 | 1.45% | Reduced |
|
| 17 |
ClearBridge Investments
New York
| $969M | -$115M | 2 | 0.93% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $937M | +$37.1M | 5 | 0.2% | Increased |
|
| 19 |
Wells Fargo
San Francisco,
California
| $831M | +$2.77M | 6 | 0.24% | Increased |
|
| 20 |
Invesco
Atlanta,
Georgia
| $829M | +$13M | 5 | 0.22% | Increased |
|
| 21 |
Coatue Management
New York
| $808M | +$434M | 1 | 4.1% | Increased |
|
| 22 |
Raymond James & Associates
St Petersburg,
Florida
| $792M | +$6.03M | 3 | 0.67% | Increased |
|
| 23 |
Dimensional Fund Advisors
Austin,
Texas
| $772M | -$60.4M | 6 | 0.25% | Reduced |
|
| 24 |
Fisher Asset Management
Camas,
Washington
| $717M | -$50.5M | 2 | 0.41% | Reduced |
|
| 25 |
Franklin Resources
San Mateo,
California
| $698M | +$4.59M | 4 | 0.35% | Increased |
|