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
| $935M | -$343K | 4 | 0.04% | Reduced |
|
| 2 |
BlackRock
New York
| $694M | +$17.7M | 4 | 0.03% | Increased |
|
| 3 |
Dimensional Fund Advisors
Austin,
Texas
| $429M | -$4.46M | 4 | 0.17% | Reduced |
|
| 4 |
Peconic Partners
New York
| $387M | +$9.31M | 3 | 70.96% | Increased |
|
| 5 |
State Street
Boston,
Massachusetts
| $266M | -$8.23M | 4 | 0.02% | Reduced |
|
| 6 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $264M | +$6.47M | 4 | 0.46% | Increased |
|
| 7 |
Victory Capital Management
San Antonio,
Texas
| $255M | -$32.3M | 4 | 0.54% | Reduced |
|
| 8 |
Bank of New York Mellon
New York
| $249M | -$5.8M | 4 | 0.07% | Reduced |
|
| 9 |
Wells Fargo
San Francisco,
California
| $147M | +$45.2M | 4 | 0.04% | Increased |
|
| 10 |
Point72 Asset Management
Stamford,
Connecticut
| $141M | +$3.74M | 2 | 0.56% | Increased |
|
| 11 |
AllianceBernstein
Nashville,
Tennessee
| $123M | +$13.9M | 4 | 0.09% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $118M | +$3.22M | 4 | 0.03% | Increased |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $117M | +$6.34M | 4 | 0.04% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $104M | +$15M | 4 | 0.04% | Increased |
|
| 15 |
Jennison Associates
New York
| $102M | -$4.79M | 1 | 0.1% | Reduced |
|
| 16 |
Invesco
Atlanta,
Georgia
| $97.9M | +$13.9M | 4 | 0.03% | Increased |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $95.6M | +$11.5M | 4 | 0.02% | Increased |
|
| 18 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $94.6M | -$18.8M | 2 | 0.28% | Reduced |
|
| 19 |
Kovitz Investment Group Partners
Chicago,
Illinois
| $91M | +$808K | 1 | 4.24% | Increased |
|
| 20 |
GA
Greenhaven Associates
Purchase,
New York
| $84M | +$43.9M | 1 | 1.26% | Increased |
|
| 21 |
Boston Partners
Boston,
Massachusetts
| $78.9M | +$2.22M | 2 | 0.09% | Increased |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $77.6M | +$7.36M | 4 | 0.03% | Increased |
|
| 23 |
Charles Schwab
San Francisco,
California
| $75.5M | -$1M | 4 | 0.06% | Reduced |
|
| 24 |
VOYA Investment Management
Atlanta,
Georgia
| $75.1M | -$46.9M | 4 | 0.16% | Reduced |
|
| 25 |
Neuberger Berman Group
New York
| $75M | +$20.4M | 2 | 0.08% | Increased |
|