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
| $5.31B | +$98.7M | 4 | 0.1% | Increased |
|
| 2 |
BlackRock
New York
| $4.13B | +$19.1M | 4 | 0.09% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $1.99B | +$156M | 4 | 0.16% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.78B | -$2.15M | 4 | 0.08% | Reduced |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $1.73B | -$97.9M | 2 | 0.28% | Reduced |
|
| 6 |
Peconic Partners
New York
| $1.47B | +$48.7M | 2 | 63.19% | Increased |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $1.44B | -$114M | 4 | 0.09% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $1.09B | +$35.6M | 4 | 0.1% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $804M | +$28.2M | 4 | 0.17% | Increased |
|
| 10 |
DZ Bank
Frankfurt Am Main,
Germany
| $713M | +$362M | 1 | 0.73% | Increased |
|
| 11 |
Artisan Partners
Milwaukee,
Wisconsin
| $652M | -$34.4M | 2 | 0.98% | Reduced |
|
| 12 |
Dimensional Fund Advisors
Austin,
Texas
| $618M | -$46.5M | 4 | 0.16% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $540M | +$31M | 3 | 0.08% | Increased |
|
| 14 |
Nordea Investment Management
Stockholm,
Sweden
| $507M | -$75.2M | 2 | 0.6% | Reduced |
|
| 15 |
Morgan Stanley
New York
| $493M | -$33.8M | 4 | 0.04% | Reduced |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $489M | +$40.7M | 4 | 0.04% | Increased |
|
| 17 |
UBS Group
Zurich,
Switzerland
| $469M | +$89M | 4 | 0.12% | Increased |
|
| 18 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $450M | +$4.86M | 4 | 0.1% | Increased |
|
| 19 |
Northern Trust
Chicago,
Illinois
| $434M | -$288K | 4 | 0.07% | Reduced |
|
| 20 |
Franklin Resources
San Mateo,
California
| $385M | -$608K | 2 | 0.12% | Reduced |
|
| 21 |
Nuveen
Charlotte,
North Carolina
| $369M | +$135M | 4 | 0.11% | Increased |
|
| 22 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| $349M | +$359M | 4 | 0.83% | New |
|
| 23 |
Bank of New York Mellon
New York
| $340M | -$491K | 4 | 0.06% | Reduced |
|
| 24 |
Select Equity Group
New York
| $338M | -$140M | 2 | 1.33% | Reduced |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| $335M | -$35.9M | 4 | 0.12% | Reduced |
|