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
| $2.53B | +$10.4M | 4 | 0.07% | Increased |
|
| 2 |
BlackRock
New York
| $2.16B | -$58.2M | 5 | 0.07% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $854M | +$7.96M | 5 | 0.05% | Increased |
|
| 4 |
JP Morgan Chase
New York
| $752M | -$30.8M | 4 | 0.11% | Reduced |
|
| 5 |
Peconic Partners
New York
| $705M | +$8.96M | 1 | 48.69% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $656M | -$130M | 4 | 0.07% | Reduced |
|
| 7 |
Dimensional Fund Advisors
Austin,
Texas
| $611M | -$5.41M | 4 | 0.23% | Reduced |
|
| 8 |
Invesco
Atlanta,
Georgia
| $468M | -$117M | 4 | 0.15% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $460M | +$15.4M | 5 | 0.07% | Increased |
|
| 10 |
VOYA Investment Management
Atlanta,
Georgia
| $347M | -$246K | 4 | 0.42% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $332M | -$18.8M | 4 | 0.08% | Reduced |
|
| 12 |
Capital World Investors
Los Angeles,
California
| $311M | -$63M | 1 | 0.07% | Reduced |
|
| 13 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $309M | -$49.4M | 4 | 0.38% | Reduced |
|
| 14 |
Ameriprise
Minneapolis,
Minnesota
| $296M | -$33.9M | 4 | 0.11% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $236M | +$5.97M | 4 | 0.05% | Increased |
|
| 16 |
Allspring Global Investments
Charlotte,
North Carolina
| $226M | +$13.4M | 4 | 0.4% | Increased |
|
| 17 |
Nordea Investment Management
Stockholm,
Sweden
| $219M | -$3.12M | 3 | 0.35% | Reduced |
|
| 18 |
Morgan Stanley
New York
| $206M | +$953K | 5 | 0.03% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $198M | -$10.3M | 3 | 0.05% | Reduced |
|
| 20 |
SI
Standard Investments
New York
| $186M | -$84.1M | 1 | 8.51% | Reduced |
|
| 21 |
ECP
Electron Capital Partners
New York
| $185M | +$31.6M | 2 | 8.14% | Increased |
|
| 22 |
Bank of America
Charlotte,
North Carolina
| $180M | -$66.5M | 4 | 0.02% | Reduced |
|
| 23 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $179M | +$4.22M | 5 | 0.06% | Increased |
|
| 24 |
Frontier Capital Management
Boston,
Massachusetts
| $179M | -$18.9M | 2 | 2.09% | Reduced |
|
| 25 |
Fidelity International
Hamilton,
Bermuda
| $172M | -$1.12M | 1 | 0.22% | Reduced |
|