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
| $805M | +$10.1M | 4 | 0.04% | Increased |
|
| 2 |
BlackRock
New York
| $711M | +$126M | 4 | 0.04% | Increased |
|
| 3 |
Dimensional Fund Advisors
Austin,
Texas
| $351M | -$27.9K | 4 | 0.16% | Reduced |
|
| 4 |
Peconic Partners
New York
| $289M | +$24.5M | 3 | 70.7% | Increased |
|
| 5 |
State Street
Boston,
Massachusetts
| $249M | +$19.9M | 4 | 0.02% | Increased |
|
| 6 |
Victory Capital Management
San Antonio,
Texas
| $243M | +$16.6M | 4 | 0.61% | Increased |
|
| 7 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $241M | +$6.26M | 4 | 0.47% | Increased |
|
| 8 |
Bank of New York Mellon
New York
| $221M | +$3.27M | 4 | 0.07% | Increased |
|
| 9 |
AL
AJO LP
Philadelphia,
Pennsylvania
| $126M | +$36.8M | 2 | 0.71% | Increased |
|
| 10 |
AllianceBernstein
Nashville,
Tennessee
| $106M | -$4.81M | 4 | 0.08% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $105M | +$4.78M | 4 | 0.03% | Increased |
|
| 12 |
VOYA Investment Management
Atlanta,
Georgia
| $105M | +$20.6M | 3 | 0.26% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $105M | +$5.89M | 4 | 0.03% | Increased |
|
| 14 |
Millennium Management
New York
| $94.2M | -$2.4M | 4 | 0.15% | Reduced |
|
| 15 |
Invesco
Atlanta,
Georgia
| $89.7M | +$7.42M | 4 | 0.03% | Increased |
|
| 16 |
Kovitz Investment Group Partners
Chicago,
Illinois
| $87.9M | +$6.19M | 1 | 3.48% | Increased |
|
| 17 |
Wells Fargo
San Francisco,
California
| $84.4M | -$5.37M | 4 | 0.03% | Reduced |
|
| 18 |
GA
Greenhaven Associates
Purchase,
New York
| $82.2M | +$4.92M | 1 | 1.58% | Increased |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $73.4M | +$16.1M | 4 | 0.04% | Increased |
|
| 20 |
Norges Bank
Oslo,
Norway
| $72.3M | +$6.89M | 3 | 0.03% | Increased |
|
| 21 |
Schroder Investment Management Group
London,
United Kingdom
| $70.2M | +$11.3M | 2 | 0.13% | Increased |
|
| 22 |
Bank of America
Charlotte,
North Carolina
| $67.7M | -$15.4M | 4 | 0.01% | Reduced |
|
| 23 |
Charles Schwab
San Francisco,
California
| $66.2M | -$54.2K | 4 | 0.05% | Reduced |
|
| 24 |
Nordea Investment Management
Stockholm,
Sweden
| $65M | +$3.58M | 3 | 0.15% | Increased |
|
| 25 |
Jennison Associates
New York
| $62.1M | -$3.23M | 2 | 0.07% | Reduced |
|