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
| $21.9B | -$1.07B | 7 | 0.38% | Reduced |
|
| 2 |
BlackRock
New York
| $18.1B | +$790M | 7 | 0.37% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $13.6B | +$238M | 6 | 0.81% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $9.72B | +$227M | 7 | 0.38% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $6.53B | -$357M | 6 | 0.49% | Reduced |
|
| 6 |
Capital International Investors
Los Angeles,
California
| $5.41B | +$1.49B | 2 | 1.02% | Increased |
|
| 7 |
Morgan Stanley
New York
| $5.37B | +$646M | 7 | 0.38% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $4.93B | +$98.7M | 7 | 0.38% | Increased |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $4.36B | -$341M | 7 | 0.37% | Reduced |
|
| 10 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.54B | -$177M | 3 | 1.12% | Reduced |
|
| 11 |
Norges Bank
Oslo,
Norway
| $2.81B | +$124M | 4 | 0.37% | Increased |
|
| 12 |
Coatue Management
New York
| $2.75B | -$90.8M | 2 | 9.26% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $2.56B | +$272M | 7 | 0.36% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $2.49B | -$308M | 6 | 0.46% | Reduced |
|
| 15 |
Goldman Sachs
New York
| $2.3B | +$239M | 6 | 0.36% | Increased |
|
| 16 |
Raymond James Financial
St Petersburg,
Florida
| $2.19B | +$2.3B | 6 | 0.81% | New |
|
| 17 |
DZ Bank
Frankfurt Am Main,
Germany
| $2.17B | -$276M | 2 | 2.2% | Reduced |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $2.06B | +$38.3M | 6 | 0.58% | Increased |
|
| 19 |
Invesco
Atlanta,
Georgia
| $1.82B | +$177M | 6 | 0.34% | Increased |
|
| 20 |
Franklin Resources
San Mateo,
California
| $1.57B | -$339M | 5 | 0.44% | Reduced |
|
| 21 |
AllianceBernstein
Nashville,
Tennessee
| $1.53B | -$158M | 6 | 0.52% | Reduced |
|
| 22 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.5B | -$515M | 6 | 0.17% | Reduced |
|
| 23 |
UBS AM
Chicago,
Illinois
| $1.48B | +$81.9M | 6 | 0.34% | Increased |
|
| 24 |
Jennison Associates
New York
| $1.45B | -$16.8M | 3 | 0.88% | Reduced |
|
| 25 |
Charles Schwab
San Francisco,
California
| $1.43B | +$29.9M | 6 | 0.26% | Increased |
|