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
| $2.99B | +$64.6M | 5 | 0.08% | Increased |
|
| 2 |
BlackRock
New York
| $2.58B | +$81.9M | 5 | 0.08% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $992M | +$11.2M | 5 | 0.06% | Increased |
|
| 4 |
JP Morgan Chase
New York
| $955M | +$105M | 4 | 0.13% | Increased |
|
| 5 |
Peconic Partners
New York
| $827M | +$23.7M | 2 | 53.36% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $662M | -$83.4M | 4 | 0.07% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $545M | +$17.4M | 5 | 0.08% | Increased |
|
| 8 |
Invesco
Atlanta,
Georgia
| $500M | -$51.7M | 4 | 0.15% | Reduced |
|
| 9 |
Capital World Investors
Los Angeles,
California
| $348M | +$74.4K | 1 | 0.07% | Increased |
|
| 10 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $344M | -$31.7M | 4 | 0.41% | Reduced |
|
| 11 |
Ameriprise
Minneapolis,
Minnesota
| $325M | -$33.1M | 4 | 0.11% | Reduced |
|
| 12 |
Bank of New York Mellon
New York
| $324M | -$56.6M | 4 | 0.07% | Reduced |
|
| 13 |
VOYA Investment Management
Atlanta,
Georgia
| $300M | -$88.6M | 4 | 0.35% | Reduced |
|
| 14 |
Allspring Global Investments
Charlotte,
North Carolina
| $299M | -$1.11M | 4 | 0.51% | Reduced |
|
| 15 |
Morgan Stanley
New York
| $284M | +$46M | 5 | 0.03% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $272M | -$201K | 5 | 0.06% | Reduced |
|
| 17 |
Nordea Investment Management
Stockholm,
Sweden
| $262M | -$12.1M | 3 | 0.41% | Reduced |
|
| 18 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $250M | +$49.3M | 4 | 0.07% | Increased |
|
| 19 |
ECP
Electron Capital Partners
New York
| $245M | +$18.1M | 2 | 10.01% | Increased |
|
| 20 |
Norges Bank
Oslo,
Norway
| $238M | +$8.41M | 4 | 0.06% | Increased |
|
| 21 |
DZ Bank
Frankfurt Am Main,
Germany
| $217M | +$38.2M | 3 | 0.37% | Increased |
|
| 22 |
Bank of America
Charlotte,
North Carolina
| $208M | +$298K | 5 | 0.02% | Increased |
|
| 23 |
Goldman Sachs
New York
| $205M | +$3.53M | 4 | 0.05% | Increased |
|
| 24 |
Franklin Resources
San Mateo,
California
| $205M | +$15.2M | 3 | 0.11% | Increased |
|
| 25 |
Charles Schwab
San Francisco,
California
| $199M | +$5.99M | 4 | 0.06% | Increased |
|