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
| $21B | +$202M | 7 | 0.38% | Increased |
|
| 2 |
BlackRock
New York
| $16B | +$95M | 7 | 0.34% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $11.6B | -$1.75B | 6 | 0.7% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $8.72B | +$18M | 7 | 0.36% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $6.74B | -$916M | 6 | 0.51% | Reduced |
|
| 6 |
Bank of America
Charlotte,
North Carolina
| $4.56B | -$96.9M | 7 | 0.37% | Reduced |
|
| 7 |
Morgan Stanley
New York
| $4.46B | -$296M | 7 | 0.32% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $4.41B | +$38.8M | 7 | 0.36% | Increased |
|
| 9 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.66B | -$242M | 3 | 1.09% | Reduced |
|
| 10 |
Capital International Investors
Los Angeles,
California
| $3.02B | +$1.6B | 1 | 0.58% | Increased |
|
| 11 |
Coatue Management
New York
| $2.54B | +$228M | 2 | 9.45% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $2.47B | +$38.1M | 4 | 0.34% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $2.45B | -$28.9M | 6 | 0.46% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $2.12B | -$91.5M | 7 | 0.35% | Reduced |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $1.98B | -$45.9M | 6 | 0.56% | Reduced |
|
| 16 |
DZ Bank
Frankfurt Am Main,
Germany
| $1.98B | -$418M | 2 | 1.94% | Reduced |
|
| 17 |
Franklin Resources
San Mateo,
California
| $1.9B | +$197M | 5 | 0.53% | Increased |
|
| 18 |
Goldman Sachs
New York
| $1.87B | -$90.9M | 6 | 0.3% | Reduced |
|
| 19 |
Capital World Investors
Los Angeles,
California
| $1.73B | -$360M | 1 | 0.27% | Reduced |
|
| 20 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.63B | -$894M | 6 | 0.19% | Reduced |
|
| 21 |
AllianceBernstein
Nashville,
Tennessee
| $1.59B | +$76.5M | 6 | 0.53% | Increased |
|
| 22 |
Invesco
Atlanta,
Georgia
| $1.57B | +$23.3M | 6 | 0.3% | Increased |
|
| 23 |
Jennison Associates
New York
| $1.46B | -$139M | 3 | 0.91% | Reduced |
|
| 24 |
Wells Fargo
San Francisco,
California
| $1.34B | -$13.4M | 6 | 0.3% | Reduced |
|
| 25 |
ClearBridge Investments
New York
| $1.29B | -$596K | 3 | 1.02% | Reduced |
|