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
| $2.37B | -$4.17M | 4 | 0.06% | Reduced |
|
| 2 |
BlackRock
New York
| $2.09B | -$82.8M | 4 | 0.06% | Reduced |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $1.15B | -$230M | 4 | 0.09% | Reduced |
|
| 4 |
Dimensional Fund Advisors
Austin,
Texas
| $777M | -$25.6M | 4 | 0.25% | Reduced |
|
| 5 |
State Street
Boston,
Massachusetts
| $726M | +$401K | 4 | 0.04% | Increased |
|
| 6 |
Peconic Partners
New York
| $707M | +$44.8M | 2 | 62.78% | Increased |
|
| 7 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $505M | -$17.7M | 4 | 0.43% | Reduced |
|
| 8 |
Invesco
Atlanta,
Georgia
| $473M | -$64.6M | 4 | 0.12% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $468M | -$134M | 4 | 0.06% | Reduced |
|
| 10 |
Geode Capital Management
Boston,
Massachusetts
| $396M | -$6.17M | 5 | 0.05% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $394M | -$32.1M | 4 | 0.08% | Reduced |
|
| 12 |
VOYA Investment Management
Atlanta,
Georgia
| $393M | +$19.6M | 4 | 0.79% | Increased |
|
| 13 |
Wells Fargo
San Francisco,
California
| $323M | +$66.4M | 4 | 0.07% | Increased |
|
| 14 |
Frontier Capital Management
Boston,
Massachusetts
| $278M | -$35.3M | 2 | 2.18% | Reduced |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $238M | -$676K | 4 | 0.02% | Reduced |
|
| 16 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $219M | -$146M | 2 | 0.73% | Reduced |
|
| 17 |
Northern Trust
Chicago,
Illinois
| $215M | -$21M | 4 | 0.04% | Reduced |
|
| 18 |
Nordea Investment Management
Stockholm,
Sweden
| $213M | +$64.1M | 2 | 0.28% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $211M | -$14.8M | 3 | 0.05% | Reduced |
|
| 20 |
Charles Schwab
San Francisco,
California
| $194M | +$1.56M | 4 | 0.06% | Increased |
|
| 21 |
ECP
Electron Capital Partners
New York
| $182M | +$41.8M | 2 | 9.61% | Increased |
|
| 22 |
SI
Standard Investments
New York
| $176M | +$155M | 1 | 5.41% | New |
|
| 23 |
Citadel Advisors
Miami,
Florida
| $160M | +$74.3M | 4 | 0.03% | Increased |
|
| 24 |
SCM
Suvretta Capital Management
New York
| $158M | +$11.7M | 1 | 2.66% | Increased |
|
| 25 |
Morgan Stanley
New York
| $156M | +$24M | 5 | 0.02% | Increased |
|