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
| $2.56B | +$23.4M | 4 | 0.07% | Increased |
|
| 2 |
BlackRock
New York
| $2.27B | +$209M | 5 | 0.07% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $857M | +$75.5M | 4 | 0.05% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $778M | -$137M | 4 | 0.08% | Reduced |
|
| 5 |
JP Morgan Chase
New York
| $776M | +$26.1M | 4 | 0.11% | Increased |
|
| 6 |
Peconic Partners
New York
| $685M | +$614K | 1 | 50.24% | Increased |
|
| 7 |
Dimensional Fund Advisors
Austin,
Texas
| $651M | -$50.7M | 4 | 0.23% | Reduced |
|
| 8 |
Invesco
Atlanta,
Georgia
| $595M | +$119M | 4 | 0.18% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $452M | +$6.45M | 5 | 0.07% | Increased |
|
| 10 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $380M | -$13.9M | 4 | 0.43% | Reduced |
|
| 11 |
Capital World Investors
Los Angeles,
California
| $364M | +$356M | 1 | 0.08% | New |
|
| 12 |
Bank of New York Mellon
New York
| $352M | +$7.36M | 4 | 0.08% | Increased |
|
| 13 |
VOYA Investment Management
Atlanta,
Georgia
| $342M | -$19.6M | 4 | 0.86% | Reduced |
|
| 14 |
Ameriprise
Minneapolis,
Minnesota
| $342M | +$8.05M | 4 | 0.12% | Increased |
|
| 15 |
SI
Standard Investments
New York
| $260M | $0 | 1 | 9.42% | Maintained |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $244M | -$10.4M | 4 | 0.03% | Reduced |
|
| 17 |
Allspring Global Investments
Charlotte,
North Carolina
| $241M | +$86.1K | 4 | 0.4% | Increased |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $235M | +$17.7M | 5 | 0.05% | Increased |
|
| 19 |
Nordea Investment Management
Stockholm,
Sweden
| $233M | +$7.74M | 3 | 0.35% | Increased |
|
| 20 |
Charles Schwab
San Francisco,
California
| $212M | +$2.87M | 4 | 0.07% | Increased |
|
| 21 |
Norges Bank
Oslo,
Norway
| $211M | -$9.49M | 3 | 0.05% | Reduced |
|
| 22 |
Goldman Sachs
New York
| $211M | +$31.7M | 4 | 0.05% | Increased |
|
| 23 |
Morgan Stanley
New York
| $208M | +$79.6M | 4 | 0.03% | Increased |
|
| 24 |
Frontier Capital Management
Boston,
Massachusetts
| $207M | -$11.8M | 2 | 2.39% | Reduced |
|
| 25 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $172M | -$16.5M | 4 | 0.05% | Reduced |
|