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
| $31.6B | +$73.3M | 7 | 0.47% | Increased |
|
| 2 |
BlackRock
New York
| $25.6B | +$217M | 7 | 0.45% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $18.8B | -$1.02B | 6 | 0.98% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $14B | +$122M | 7 | 0.49% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $10.8B | +$845M | 6 | 0.65% | Increased |
|
| 6 |
Morgan Stanley
New York
| $8.36B | +$196M | 7 | 0.51% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $7.47B | +$67.5M | 7 | 0.48% | Increased |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $6.34B | +$17.5M | 7 | 0.43% | Increased |
|
| 9 |
Massachusetts Financial Services
Boston,
Massachusetts
| $4.2B | -$377M | 3 | 1.3% | Reduced |
|
| 10 |
Coatue Management
New York
| $4.03B | -$34.4M | 2 | 9.88% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $3.68B | +$13.6M | 7 | 0.47% | Increased |
|
| 12 |
Goldman Sachs
New York
| $3.67B | +$64.8M | 7 | 0.45% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $3.33B | +$70.6M | 6 | 0.53% | Increased |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $3.33B | -$32.5M | 6 | 0.88% | Reduced |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $3.12B | -$2.06B | 1 | 0.5% | Reduced |
|
| 16 |
Raymond James Financial
St Petersburg,
Florida
| $2.72B | -$34.9M | 6 | 0.87% | Reduced |
|
| 17 |
Bank of New York Mellon
New York
| $2.66B | -$402M | 6 | 0.48% | Reduced |
|
| 18 |
UBS Group
Zurich,
Switzerland
| $2.64B | +$85M | 6 | 0.41% | Increased |
|
| 19 |
Charles Schwab
San Francisco,
California
| $2.19B | +$46.3M | 6 | 0.35% | Increased |
|
| 20 |
UBS AM
Chicago,
Illinois
| $2.19B | -$283M | 6 | 0.48% | Reduced |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $2.04B | +$106M | 6 | 0.47% | Increased |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $2.04B | +$68.5M | 6 | 0.46% | Increased |
|
| 23 |
Franklin Resources
San Mateo,
California
| $1.96B | +$318M | 6 | 0.49% | Increased |
|
| 24 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.9B | +$85.2M | 6 | 0.2% | Increased |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| $1.89B | -$237M | 6 | 0.59% | Reduced |
|