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
| $5.23B | +$12.4M | 4 | 0.1% | Increased |
|
| 2 |
BlackRock
New York
| $4.18B | +$313K | 4 | 0.1% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $1.9B | +$270M | 2 | 0.31% | Increased |
|
| 4 |
JP Morgan Chase
New York
| $1.88B | +$29M | 4 | 0.16% | Increased |
|
| 5 |
State Street
Boston,
Massachusetts
| $1.8B | +$27.4M | 4 | 0.08% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $1.58B | +$135M | 4 | 0.11% | Increased |
|
| 7 |
Peconic Partners
New York
| $1.45B | +$15.5M | 1 | 64.59% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $1.06B | +$27.5M | 4 | 0.1% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $760M | -$25M | 4 | 0.16% | Reduced |
|
| 10 |
Artisan Partners
Milwaukee,
Wisconsin
| $710M | +$49.2M | 2 | 1.03% | Increased |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $651M | -$58.3M | 4 | 0.18% | Reduced |
|
| 12 |
Nordea Investment Management
Stockholm,
Sweden
| $533M | -$62M | 2 | 0.63% | Reduced |
|
| 13 |
Morgan Stanley
New York
| $530M | +$18.4M | 4 | 0.04% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $507M | +$20.9M | 3 | 0.08% | Increased |
|
| 15 |
Select Equity Group
New York
| $484M | +$74M | 2 | 1.71% | Increased |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $458M | +$38M | 4 | 0.04% | Increased |
|
| 17 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $456M | -$18.8M | 4 | 0.1% | Reduced |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $439M | -$20.9M | 4 | 0.08% | Reduced |
|
| 19 |
UBS Group
Zurich,
Switzerland
| $389M | +$47.4M | 4 | 0.1% | Increased |
|
| 20 |
DZ Bank
Frankfurt Am Main,
Germany
| $374M | -$225M | 1 | 0.4% | Reduced |
|
| 21 |
Franklin Resources
San Mateo,
California
| $370M | -$2.04M | 2 | 0.12% | Reduced |
|
| 22 |
Bank of New York Mellon
New York
| $342M | -$21M | 4 | 0.07% | Reduced |
|
| 23 |
AllianceBernstein
Nashville,
Tennessee
| $335M | -$44.6M | 4 | 0.12% | Reduced |
|
| 24 |
Charles Schwab
San Francisco,
California
| $324M | -$13.8M | 4 | 0.07% | Reduced |
|
| 25 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $309M | -$11.7M | 4 | 0.35% | Reduced |
|