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
| $13.1B | -$5.48M | 6 | 0.26% | Reduced |
|
| 2 |
BlackRock
New York
| $10.4B | +$131M | 7 | 0.24% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $8.01B | +$874M | 7 | 0.54% | Increased |
|
| 4 |
JP Morgan Chase
New York
| $7.57B | -$498M | 6 | 0.64% | Reduced |
|
| 5 |
State Street
Boston,
Massachusetts
| $5.79B | -$22M | 6 | 0.26% | Reduced |
|
| 6 |
Bank of America
Charlotte,
North Carolina
| $4.32B | +$8.88M | 6 | 0.39% | Increased |
|
| 7 |
Massachusetts Financial Services
Boston,
Massachusetts
| $4.01B | -$436M | 2 | 1.2% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $3.15B | +$5.45M | 7 | 0.25% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $2.74B | +$92.2M | 6 | 0.25% | Increased |
|
| 10 |
Nuveen
Charlotte,
North Carolina
| $1.98B | -$114M | 4 | 0.59% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $1.61B | -$25.3M | 5 | 0.31% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $1.56B | -$83M | 6 | 0.27% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $1.5B | -$64.1M | 3 | 0.24% | Reduced |
|
| 14 |
AllianceBernstein
Nashville,
Tennessee
| $1.45B | -$168M | 4 | 0.51% | Reduced |
|
| 15 |
Coatue Management
New York
| $1.3B | +$44.3M | 1 | 5.09% | Increased |
|
| 16 |
Goldman Sachs
New York
| $1.23B | -$48.2M | 5 | 0.22% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $1.23B | -$22.3M | 5 | 0.26% | Reduced |
|
| 18 |
Raymond James & Associates
St Petersburg,
Florida
| $1.22B | +$20.9M | 5 | 0.83% | Increased |
|
| 19 |
ClearBridge Investments
New York
| $1.21B | -$148M | 2 | 0.96% | Reduced |
|
| 20 |
Ameriprise
Minneapolis,
Minnesota
| $1.21B | -$246M | 6 | 0.33% | Reduced |
|
| 21 |
Wells Fargo
San Francisco,
California
| $1.19B | -$22.1M | 6 | 0.29% | Reduced |
|
| 22 |
Franklin Resources
San Mateo,
California
| $1.1B | +$47.3M | 4 | 0.35% | Increased |
|
| 23 |
Capital World Investors
Los Angeles,
California
| $998M | +$667M | 1 | 0.17% | Increased |
|
| 24 |
Legal & General Group
London,
United Kingdom
| $843M | +$10.8M | 4 | 0.24% | Increased |
|
| 25 |
DZ Bank
Frankfurt Am Main,
Germany
| $837M | -$382M | 1 | 0.9% | Reduced |
|