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
| $10.1B | +$37.7M | 6 | 0.22% | Increased |
|
| 2 |
BlackRock
New York
| $7.89B | +$287M | 6 | 0.2% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $6.26B | +$556M | 5 | 0.6% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $5.41B | +$189M | 5 | 0.42% | Increased |
|
| 5 |
State Street
Boston,
Massachusetts
| $4.48B | +$93.9M | 6 | 0.22% | Increased |
|
| 6 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.48B | -$232M | 2 | 1.12% | Reduced |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $3.32B | -$81.5M | 6 | 0.33% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $2.42B | +$94.9M | 6 | 0.21% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $2.03B | +$42.4M | 6 | 0.21% | Increased |
|
| 10 |
Nuveen
Charlotte,
North Carolina
| $1.63B | +$36.4M | 4 | 0.52% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $1.27B | -$47.7M | 6 | 0.23% | Reduced |
|
| 12 |
Bank of New York Mellon
New York
| $1.26B | -$91.8M | 5 | 0.26% | Reduced |
|
| 13 |
AllianceBernstein
Nashville,
Tennessee
| $1.26B | -$69M | 4 | 0.49% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $1.21B | -$35.5M | 4 | 0.21% | Reduced |
|
| 15 |
Neuberger Berman Group
New York
| $1.21B | +$564M | 3 | 0.53% | Increased |
|
| 16 |
Ameriprise
Minneapolis,
Minnesota
| $1.15B | -$91.4M | 5 | 0.34% | Reduced |
|
| 17 |
ClearBridge Investments
New York
| $1.06B | -$28.9M | 2 | 0.91% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $995M | -$56.3M | 5 | 0.18% | Reduced |
|
| 19 |
DZ Bank
Frankfurt Am Main,
Germany
| $981M | -$156M | 1 | 1.22% | Reduced |
|
| 20 |
Invesco
Atlanta,
Georgia
| $970M | +$32.1M | 5 | 0.23% | Increased |
|
| 21 |
Coatue Management
New York
| $960M | +$43.2M | 1 | 4.03% | Increased |
|
| 22 |
Wells Fargo
San Francisco,
California
| $937M | -$869K | 6 | 0.24% | Reduced |
|
| 23 |
Raymond James & Associates
St Petersburg,
Florida
| $922M | +$26.4M | 4 | 0.69% | Increased |
|
| 24 |
Franklin Resources
San Mateo,
California
| $813M | +$26.5M | 4 | 0.38% | Increased |
|
| 25 |
Dimensional Fund Advisors
Austin,
Texas
| $699M | -$150M | 6 | 0.2% | Reduced |
|