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
| $2.73B | +$56.3M | 4 | 0.06% | Increased |
|
| 2 |
BlackRock
New York
| $2.23B | -$60.3M | 4 | 0.06% | Reduced |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $971M | -$121M | 4 | 0.08% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $838M | +$15.8M | 4 | 0.04% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $792M | +$142M | 4 | 0.1% | Increased |
|
| 6 |
Dimensional Fund Advisors
Austin,
Texas
| $773M | -$18.5M | 4 | 0.24% | Reduced |
|
| 7 |
Peconic Partners
New York
| $719M | -$139M | 1 | 55.06% | Reduced |
|
| 8 |
Invesco
Atlanta,
Georgia
| $515M | +$8.75M | 4 | 0.13% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $478M | +$19.5M | 5 | 0.06% | Increased |
|
| 10 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $443M | -$25.3M | 4 | 0.34% | Reduced |
|
| 11 |
VOYA Investment Management
Atlanta,
Georgia
| $381M | -$15.3M | 4 | 0.79% | Reduced |
|
| 12 |
Ameriprise
Minneapolis,
Minnesota
| $374M | -$12.2M | 4 | 0.11% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $369M | -$30.9M | 4 | 0.07% | Reduced |
|
| 14 |
Allspring Global Investments
Charlotte,
North Carolina
| $290M | +$44.1M | 4 | 0.37% | Increased |
|
| 15 |
Nordea Investment Management
Stockholm,
Sweden
| $278M | +$49.4M | 2 | 0.35% | Increased |
|
| 16 |
SI
Standard Investments
New York
| $273M | +$21.2M | 1 | 7.1% | Increased |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $273M | +$2.36M | 4 | 0.03% | Increased |
|
| 18 |
Frontier Capital Management
Boston,
Massachusetts
| $246M | -$27.1M | 2 | 2.23% | Reduced |
|
| 19 |
Norges Bank
Oslo,
Norway
| $238M | +$12.8M | 3 | 0.05% | Increased |
|
| 20 |
Northern Trust
Chicago,
Illinois
| $234M | -$5.42M | 4 | 0.04% | Reduced |
|
| 21 |
Charles Schwab
San Francisco,
California
| $227M | +$7.25M | 4 | 0.07% | Increased |
|
| 22 |
Goldman Sachs
New York
| $204M | +$33M | 4 | 0.04% | Increased |
|
| 23 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $199M | +$54.6M | 4 | 0.05% | Increased |
|
| 24 |
T. Rowe Price Associates
Baltimore,
Maryland
| $194M | +$96.1M | 4 | 0.02% | Increased |
|
| 25 |
ECP
Electron Capital Partners
New York
| $185M | +$3.32M | 2 | 7.38% | Increased |
|