Transmission Buildout
Transmission build-out covers the engineering and construction firms laying new high-voltage lines to connect generation to demand. Work is backed by multi-year regulated capital plans.
6 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $916M | -$12M | 4 | 0.04% | Reduced |
|
| 2 |
BlackRock
New York
| $652M | -$10.7M | 4 | 0.03% | Reduced |
|
| 3 |
Dimensional Fund Advisors
Austin,
Texas
| $416M | -$5.86M | 4 | 0.17% | Reduced |
|
| 4 |
Peconic Partners
New York
| $366M | +$156M | 3 | 70.68% | Increased |
|
| 5 |
Victory Capital Management
San Antonio,
Texas
| $287M | +$1.6M | 4 | 0.63% | Increased |
|
| 6 |
State Street
Boston,
Massachusetts
| $271M | -$4.43M | 4 | 0.02% | Reduced |
|
| 7 |
Bank of New York Mellon
New York
| $258M | +$18.9M | 4 | 0.07% | Increased |
|
| 8 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $238M | +$9.39M | 4 | 0.43% | Increased |
|
| 9 |
Point72 Asset Management
Stamford,
Connecticut
| $137M | -$2.17M | 2 | 0.57% | Reduced |
|
| 10 |
VOYA Investment Management
Atlanta,
Georgia
| $123M | +$36.2M | 4 | 0.26% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $111M | -$492K | 4 | 0.03% | Reduced |
|
| 12 |
Jennison Associates
New York
| $110M | -$6.8M | 1 | 0.11% | Reduced |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $109M | +$8.05M | 4 | 0.04% | Increased |
|
| 14 |
AllianceBernstein
Nashville,
Tennessee
| $107M | +$2.42M | 4 | 0.08% | Increased |
|
| 15 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $106M | +$7.16M | 3 | 0.32% | Increased |
|
| 16 |
Wells Fargo
San Francisco,
California
| $94M | +$9.44M | 4 | 0.03% | Increased |
|
| 17 |
Kovitz Investment Group Partners
Chicago,
Illinois
| $92.8M | +$947K | 1 | 4.48% | Increased |
|
| 18 |
Norges Bank
Oslo,
Norway
| $87.3M | -$2.6M | 3 | 0.03% | Reduced |
|
| 19 |
Bank of America
Charlotte,
North Carolina
| $83.5M | +$4.77M | 4 | 0.01% | Increased |
|
| 20 |
Invesco
Atlanta,
Georgia
| $83.4M | -$9.81M | 4 | 0.03% | Reduced |
|
| 21 |
Charles Schwab
San Francisco,
California
| $73.5M | +$4.13M | 4 | 0.06% | Increased |
|
| 22 |
Boston Partners
Boston,
Massachusetts
| $71.3M | +$74.3M | 2 | 0.09% | Increased |
|
| 23 |
Van Berkom & Associates
Montreal,
Quebec, Canada
| $67.8M | +$17M | 1 | 2.06% | Increased |
|
| 24 |
Frontier Capital Management
Boston,
Massachusetts
| $67.3M | -$11.4M | 1 | 0.49% | Reduced |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| $66.4M | +$4.19M | 4 | 0.03% | Increased |
|