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
| $30.7B | +$217M | 7 | 0.44% | Increased |
|
| 2 |
BlackRock
New York
| $25.5B | +$835M | 7 | 0.43% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $17.2B | -$1.8B | 6 | 0.88% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $13.6B | +$109M | 7 | 0.46% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $10B | -$7.76M | 6 | 0.63% | Reduced |
|
| 6 |
Morgan Stanley
New York
| $8.35B | +$480M | 7 | 0.5% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $7.31B | +$83.2M | 7 | 0.45% | Increased |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $5.34B | -$407M | 7 | 0.39% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $4.05B | +$4.07B | 3 | 0.43% | New |
|
| 10 |
Coatue Management
New York
| $3.71B | -$187M | 2 | 9.27% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $3.49B | -$41M | 7 | 0.45% | Reduced |
|
| 12 |
Goldman Sachs
New York
| $3.34B | -$124M | 6 | 0.41% | Reduced |
|
| 13 |
Nuveen
Charlotte,
North Carolina
| $3.28B | +$164M | 6 | 0.86% | Increased |
|
| 14 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.07B | -$858M | 3 | 0.99% | Reduced |
|
| 15 |
Invesco
Atlanta,
Georgia
| $2.87B | -$330M | 6 | 0.27% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $2.6B | +$4.24M | 6 | 0.46% | Increased |
|
| 17 |
UBS Group
Zurich,
Switzerland
| $2.48B | +$10.1M | 7 | 0.4% | Increased |
|
| 18 |
Raymond James Financial
St Petersburg,
Florida
| $2.39B | -$61.9M | 6 | 0.74% | Reduced |
|
| 19 |
Charles Schwab
San Francisco,
California
| $2.17B | +$37.3M | 6 | 0.34% | Increased |
|
| 20 |
UBS AM
Chicago,
Illinois
| $2.1B | +$4.84M | 6 | 0.44% | Increased |
|
| 21 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.01B | +$66.6M | 6 | 0.22% | Increased |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $1.98B | +$10.5M | 6 | 0.44% | Increased |
|
| 23 |
Franklin Resources
San Mateo,
California
| $1.85B | -$93.1M | 6 | 0.45% | Reduced |
|
| 24 |
Janus Henderson Group
London,
| $1.7B | +$247M | 6 | 0.76% | Increased |
|
| 25 |
Wells Fargo
San Francisco,
California
| $1.68B | +$35.8M | 7 | 0.31% | Increased |
|