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
| $17.8B | +$4.37B | 7 | 0.34% | Increased |
|
| 2 |
BlackRock
New York
| $13.8B | +$3.2B | 7 | 0.31% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $11.2B | +$2.79B | 6 | 0.71% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $7.53B | +$1.6B | 7 | 0.33% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $7.22B | -$407M | 6 | 0.59% | Reduced |
|
| 6 |
Bank of America
Charlotte,
North Carolina
| $4.31B | -$48.8M | 7 | 0.38% | Reduced |
|
| 7 |
Morgan Stanley
New York
| $4.21B | +$981M | 7 | 0.33% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $3.76B | +$943M | 7 | 0.33% | Increased |
|
| 9 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.73B | -$318M | 3 | 1.15% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $2.12B | +$586M | 4 | 0.32% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $2.06B | +$400M | 6 | 0.39% | Increased |
|
| 12 |
Capital World Investors
Los Angeles,
California
| $2B | +$1.02B | 2 | 0.33% | Increased |
|
| 13 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.95B | +$1.2B | 6 | 0.23% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $1.94B | +$356M | 7 | 0.33% | Increased |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $1.92B | -$85.8M | 6 | 0.56% | Reduced |
|
| 16 |
Coatue Management
New York
| $1.91B | +$569M | 2 | 7.44% | Increased |
|
| 17 |
DZ Bank
Frankfurt Am Main,
Germany
| $1.85B | +$929M | 2 | 1.9% | Increased |
|
| 18 |
Goldman Sachs
New York
| $1.68B | +$399M | 6 | 0.28% | Increased |
|
| 19 |
Jennison Associates
New York
| $1.52B | +$1.13B | 3 | 0.97% | Increased |
|
| 20 |
Franklin Resources
San Mateo,
California
| $1.43B | +$297M | 5 | 0.44% | Increased |
|
| 21 |
Invesco
Atlanta,
Georgia
| $1.39B | +$129M | 6 | 0.29% | Increased |
|
| 22 |
AllianceBernstein
Nashville,
Tennessee
| $1.36B | -$105M | 6 | 0.47% | Reduced |
|
| 23 |
Wells Fargo
San Francisco,
California
| $1.25B | +$53M | 6 | 0.3% | Increased |
|
| 24 |
Raymond James & Associates
St Petersburg,
Florida
| $1.25B | +$21.8M | 5 | 0.82% | Increased |
|
| 25 |
ClearBridge Investments
New York
| $1.2B | -$18.4M | 3 | 0.98% | Reduced |
|