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
| $3.48B | -$1.53M | 5 | 0.09% | Reduced |
|
| 2 |
BlackRock
New York
| $3.01B | -$24.3M | 5 | 0.09% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.16B | +$2.96M | 5 | 0.07% | Increased |
|
| 4 |
JP Morgan Chase
New York
| $1.06B | -$54.2M | 4 | 0.13% | Reduced |
|
| 5 |
Peconic Partners
New York
| $927M | -$19.9M | 1 | 52.61% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $906M | +$125M | 4 | 0.08% | Increased |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $870M | +$427M | 1 | 0.18% | Increased |
|
| 8 |
Dimensional Fund Advisors
Austin,
Texas
| $735M | +$695M | 4 | 0.25% | New |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $649M | +$10.5M | 5 | 0.08% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $558M | -$19.9M | 4 | 0.16% | Reduced |
|
| 11 |
Ameriprise
Minneapolis,
Minnesota
| $379M | +$6.54M | 4 | 0.12% | Increased |
|
| 12 |
DZ Bank
Frankfurt Am Main,
Germany
| $369M | +$106M | 3 | 0.61% | Increased |
|
| 13 |
Allspring Global Investments
Charlotte,
North Carolina
| $360M | +$24.7M | 4 | 0.6% | Increased |
|
| 14 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $350M | -$55.5M | 4 | 0.42% | Reduced |
|
| 15 |
Morgan Stanley
New York
| $332M | -$127K | 5 | 0.04% | Reduced |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $315M | -$3.44M | 5 | 0.06% | Reduced |
|
| 17 |
Norges Bank
Oslo,
Norway
| $307M | +$30.4M | 3 | 0.07% | Increased |
|
| 18 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $307M | +$13.8M | 4 | 0.09% | Increased |
|
| 19 |
Nordea Investment Management
Stockholm,
Sweden
| $292M | -$1.21M | 3 | 0.43% | Reduced |
|
| 20 |
Bank of New York Mellon
New York
| $289M | -$81.8M | 4 | 0.06% | Reduced |
|
| 21 |
Franklin Resources
San Mateo,
California
| $270M | +$31.8M | 3 | 0.14% | Increased |
|
| 22 |
Bank of America
Charlotte,
North Carolina
| $268M | +$24M | 4 | 0.03% | Increased |
|
| 23 |
ECP
Electron Capital Partners
New York
| $252M | -$24.9M | 2 | 10.91% | Reduced |
|
| 24 |
VOYA Investment Management
Atlanta,
Georgia
| $241M | -$101M | 4 | 0.26% | Reduced |
|
| 25 |
Fidelity International
Hamilton,
Bermuda
| $238M | +$7.73M | 1 | 0.27% | Increased |
|