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 |
BlackRock
New York
| $32.5B | +$548M | 8 | 0.57% | Increased |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $25.7B | +$24B | 8 | 0.64% | New |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $19.7B | -$2.34B | 7 | 1.04% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $17B | +$15.9M | 8 | 0.59% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $12.3B | +$787M | 7 | 0.79% | Increased |
|
| 6 |
Morgan Stanley
New York
| $10.6B | +$339M | 8 | 0.64% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $9.4B | +$260M | 8 | 0.58% | Increased |
|
| 8 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $8.81B | +$8.31B | 7 | 0.46% | New |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $6.88B | +$525M | 7 | 0.5% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $4.29B | -$45.4M | 8 | 0.57% | Reduced |
|
| 11 |
Goldman Sachs
New York
| $4B | -$83.5M | 7 | 0.46% | Reduced |
|
| 12 |
Coatue Management
New York
| $3.94B | -$613M | 2 | 13.57% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $3.86B | +$310M | 7 | 0.38% | Increased |
|
| 14 |
Capital World Investors
Los Angeles,
California
| $3.77B | +$1.64B | 2 | 0.51% | Increased |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $3.6B | -$359M | 6 | 0.98% | Reduced |
|
| 16 |
UBS Group
Zurich,
Switzerland
| $3.53B | +$507M | 7 | 0.53% | Increased |
|
| 17 |
Janus Henderson Group
London,
| $3.48B | +$1.44B | 7 | 1.66% | Increased |
|
| 18 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.45B | -$296M | 3 | 1.16% | Reduced |
|
| 19 |
Bank of New York Mellon
New York
| $3.24B | -$18M | 7 | 0.6% | Reduced |
|
| 20 |
UBS AM
Chicago,
Illinois
| $3.15B | +$547M | 6 | 0.66% | Increased |
|
| 21 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.06B | +$421M | 6 | 0.35% | Increased |
|
| 22 |
Raymond James Financial
St Petersburg,
Florida
| $2.93B | +$109M | 7 | 0.9% | Increased |
|
| 23 |
Charles Schwab
San Francisco,
California
| $2.81B | +$72.8M | 7 | 0.43% | Increased |
|
| 24 |
Wellington Management Group
Boston,
Massachusetts
| $2.66B | +$1.32B | 3 | 0.5% | Increased |
|
| 25 |
Legal & General Group
London,
United Kingdom
| $2.46B | -$5.84M | 7 | 0.57% | Reduced |
|