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
| $4.2B | +$59M | 4 | 0.1% | Increased |
|
| 2 |
BlackRock
New York
| $3.44B | -$109M | 4 | 0.09% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.43B | +$42.3M | 4 | 0.07% | Increased |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $1.18B | +$135M | 1 | 0.23% | Increased |
|
| 5 |
Peconic Partners
New York
| $1.16B | +$57.5M | 2 | 56.16% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $1.09B | -$142M | 4 | 0.12% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $925M | -$131M | 4 | 0.08% | Reduced |
|
| 8 |
Dimensional Fund Advisors
Austin,
Texas
| $789M | -$75.1M | 4 | 0.25% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $786M | +$14.9M | 4 | 0.09% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $716M | +$41.2M | 4 | 0.19% | Increased |
|
| 11 |
Allspring Global Investments
Charlotte,
North Carolina
| $475M | +$23.5M | 4 | 0.76% | Increased |
|
| 12 |
DZ Bank
Frankfurt Am Main,
Germany
| $448M | +$11.8M | 3 | 0.67% | Increased |
|
| 13 |
Ameriprise
Minneapolis,
Minnesota
| $420M | -$32.3M | 4 | 0.13% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $403M | +$31.6M | 3 | 0.08% | Increased |
|
| 15 |
Morgan Stanley
New York
| $391M | -$2.72M | 4 | 0.04% | Reduced |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $372M | -$1.24M | 4 | 0.07% | Reduced |
|
| 17 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $363M | -$45.9M | 4 | 0.42% | Reduced |
|
| 18 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $362M | -$472K | 4 | 0.1% | Reduced |
|
| 19 |
Nordea Investment Management
Stockholm,
Sweden
| $351M | -$10.9M | 2 | 0.48% | Reduced |
|
| 20 |
Franklin Resources
San Mateo,
California
| $341M | +$17.6M | 3 | 0.16% | Increased |
|
| 21 |
Bank of New York Mellon
New York
| $316M | -$24.6M | 4 | 0.07% | Reduced |
|
| 22 |
Bank of America
Charlotte,
North Carolina
| $301M | -$15M | 4 | 0.03% | Reduced |
|
| 23 |
ECP
Electron Capital Partners
New York
| $298M | -$7.51M | 2 | 12.82% | Reduced |
|
| 24 |
Charles Schwab
San Francisco,
California
| $278M | +$508K | 4 | 0.08% | Increased |
|
| 25 |
Massachusetts Financial Services
Boston,
Massachusetts
| $270M | +$14.8M | 1 | 0.09% | Increased |
|