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
| $4.31B | +$35.8M | 4 | 0.09% | Increased |
|
| 2 |
BlackRock
New York
| $3.44B | -$13M | 4 | 0.09% | Reduced |
|
| 3 |
JP Morgan Chase
New York
| $1.53B | +$426M | 4 | 0.15% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.47B | +$4.27M | 4 | 0.07% | Increased |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $1.32B | +$134M | 2 | 0.23% | Increased |
|
| 6 |
Peconic Partners
New York
| $1.19B | -$21.7M | 1 | 57.27% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $1.18B | +$150M | 4 | 0.09% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $853M | +$19.2M | 4 | 0.09% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $647M | -$10M | 4 | 0.15% | Reduced |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $585M | -$70.6M | 4 | 0.17% | Reduced |
|
| 11 |
Artisan Partners
Milwaukee,
Wisconsin
| $542M | +$372M | 2 | 0.83% | Increased |
|
| 12 |
DZ Bank
Frankfurt Am Main,
Germany
| $530M | -$1.56M | 1 | 0.66% | Reduced |
|
| 13 |
Nordea Investment Management
Stockholm,
Sweden
| $493M | +$231M | 2 | 0.63% | Increased |
|
| 14 |
Morgan Stanley
New York
| $419M | +$3.87M | 4 | 0.04% | Increased |
|
| 15 |
Norges Bank
Oslo,
Norway
| $398M | -$19.8M | 3 | 0.07% | Reduced |
|
| 16 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $397M | +$32M | 4 | 0.09% | Increased |
|
| 17 |
Northern Trust
Chicago,
Illinois
| $383M | -$10M | 4 | 0.07% | Reduced |
|
| 18 |
Bank of America
Charlotte,
North Carolina
| $341M | +$8.19M | 4 | 0.03% | Increased |
|
| 19 |
Select Equity Group
New York
| $329M | +$82.9M | 2 | 1.17% | Increased |
|
| 20 |
AllianceBernstein
Nashville,
Tennessee
| $317M | +$63.1M | 4 | 0.12% | Increased |
|
| 21 |
Allspring Global Investments
Charlotte,
North Carolina
| $306M | -$12.8M | 4 | 0.51% | Reduced |
|
| 22 |
Franklin Resources
San Mateo,
California
| $304M | -$54.9M | 3 | 0.14% | Reduced |
|
| 23 |
Bank of New York Mellon
New York
| $303M | -$10.3M | 4 | 0.06% | Reduced |
|
| 24 |
AGF Management
Toronto,
Ontario, Canada
| $294M | -$14.6M | 1 | 1.73% | Reduced |
|
| 25 |
Neuberger Berman Group
New York
| $289M | +$119M | 2 | 0.13% | Increased |
|