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
| $18.9B | +$229M | 7 | 0.34% | Increased |
|
| 2 |
BlackRock
New York
| $15.4B | -$26M | 7 | 0.32% | Reduced |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $10.4B | -$1.85B | 6 | 0.66% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $8.3B | -$35.8M | 7 | 0.34% | Reduced |
|
| 5 |
JP Morgan Chase
New York
| $6.48B | +$1.23B | 6 | 0.47% | Increased |
|
| 6 |
Morgan Stanley
New York
| $4.7B | +$172M | 7 | 0.34% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $4.37B | +$163M | 7 | 0.34% | Increased |
|
| 8 |
Capital International Investors
Los Angeles,
California
| $4.16B | -$918M | 2 | 0.82% | Reduced |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $4.15B | +$596M | 7 | 0.33% | Increased |
|
| 10 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.92B | -$26.1M | 3 | 0.97% | Reduced |
|
| 11 |
Coatue Management
New York
| $2.36B | -$31.4M | 2 | 10.41% | Reduced |
|
| 12 |
Norges Bank
Oslo,
Norway
| $2.35B | -$70.2M | 4 | 0.33% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $2.18B | -$12.9M | 7 | 0.32% | Reduced |
|
| 14 |
Goldman Sachs
New York
| $2.07B | +$101M | 6 | 0.33% | Increased |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $1.95B | +$325M | 6 | 0.59% | Increased |
|
| 16 |
Bank of New York Mellon
New York
| $1.91B | -$300M | 6 | 0.38% | Reduced |
|
| 17 |
UBS Group
Zurich,
Switzerland
| $1.83B | +$772M | 7 | 0.34% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $1.71B | +$193M | 6 | 0.32% | Increased |
|
| 19 |
Raymond James Financial
St Petersburg,
Florida
| $1.69B | -$148M | 6 | 0.63% | Reduced |
|
| 20 |
UBS AM
Chicago,
Illinois
| $1.4B | +$158M | 6 | 0.36% | Increased |
|
| 21 |
AllianceBernstein
Nashville,
Tennessee
| $1.39B | +$105M | 6 | 0.5% | Increased |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $1.29B | +$566M | 6 | 0.35% | Increased |
|
| 23 |
Charles Schwab
San Francisco,
California
| $1.25B | +$26.8M | 6 | 0.23% | Increased |
|
| 24 |
Amundi
Paris,
France
| $1.24B | +$367M | 6 | 0.45% | Increased |
|
| 25 |
Legal & General Group
London,
United Kingdom
| $1.2B | +$62.9M | 6 | 0.33% | Increased |
|