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
| $3.77B | -$10.4M | 4 | 0.09% | Reduced |
|
| 2 |
BlackRock
New York
| $3.08B | -$9.75M | 4 | 0.09% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.29B | -$9.16M | 4 | 0.07% | Reduced |
|
| 4 |
Peconic Partners
New York
| $1.06B | -$34.8M | 2 | 61.53% | Reduced |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $1.01B | -$123M | 1 | 0.2% | Reduced |
|
| 6 |
JP Morgan Chase
New York
| $902M | -$114M | 4 | 0.1% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $880M | +$9.36M | 4 | 0.08% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $733M | +$17.5M | 4 | 0.09% | Increased |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $609M | -$99.3M | 4 | 0.2% | Reduced |
|
| 10 |
Invesco
Atlanta,
Georgia
| $589M | -$35.8M | 4 | 0.16% | Reduced |
|
| 11 |
DZ Bank
Frankfurt Am Main,
Germany
| $461M | +$36.4M | 2 | 0.65% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $371M | +$11M | 3 | 0.08% | Increased |
|
| 13 |
Morgan Stanley
New York
| $367M | +$11.6M | 4 | 0.04% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $349M | +$10.7M | 4 | 0.07% | Increased |
|
| 15 |
Franklin Resources
San Mateo,
California
| $330M | -$6.86M | 3 | 0.17% | Reduced |
|
| 16 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $312M | -$32.4M | 4 | 0.08% | Reduced |
|
| 17 |
Allspring Global Investments
Charlotte,
North Carolina
| $302M | -$3.07M | 4 | 0.54% | Reduced |
|
| 18 |
Bank of America
Charlotte,
North Carolina
| $291M | +$15.3M | 4 | 0.03% | Increased |
|
| 19 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $279M | -$10.5M | 4 | 0.35% | Reduced |
|
| 20 |
Bank of New York Mellon
New York
| $279M | -$2.45M | 4 | 0.06% | Reduced |
|
| 21 |
AGF Management
Toronto,
Ontario, Canada
| $269M | +$17.7M | 2 | 1.91% | Increased |
|
| 22 |
Massachusetts Financial Services
Boston,
Massachusetts
| $264M | +$8.07M | 1 | 0.09% | Increased |
|
| 23 |
Charles Schwab
San Francisco,
California
| $247M | +$538K | 4 | 0.07% | Increased |
|
| 24 |
ECP
Electron Capital Partners
New York
| $234M | +$10.5M | 2 | 10.52% | Increased |
|
| 25 |
Fidelity International
Hamilton,
Bermuda
| $231M | -$16.3M | 1 | 0.27% | Reduced |
|