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
| $6.24B | +$79.2M | 4 | 0.11% | Increased |
|
| 2 |
BlackRock
New York
| $4.7B | +$32.4M | 4 | 0.1% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $2.51B | +$169M | 4 | 0.19% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.08B | +$26.3M | 4 | 0.08% | Increased |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $1.9B | -$84.4M | 2 | 0.29% | Reduced |
|
| 6 |
Peconic Partners
New York
| $1.64B | -$78M | 1 | 68.59% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $1.58B | -$99.7M | 4 | 0.1% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $1.26B | +$14.4M | 4 | 0.1% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $910M | -$11.1M | 4 | 0.18% | Reduced |
|
| 10 |
DZ Bank
Frankfurt Am Main,
Germany
| $828M | -$7.45M | 1 | 0.81% | Reduced |
|
| 11 |
Artisan Partners
Milwaukee,
Wisconsin
| $701M | -$43.7M | 2 | 1.04% | Reduced |
|
| 12 |
Dimensional Fund Advisors
Austin,
Texas
| $676M | -$11M | 4 | 0.16% | Reduced |
|
| 13 |
Morgan Stanley
New York
| $635M | +$66.3M | 4 | 0.05% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $600M | +$30.3M | 4 | 0.05% | Increased |
|
| 15 |
UBS Group
Zurich,
Switzerland
| $561M | +$10.8M | 4 | 0.12% | Increased |
|
| 16 |
Norges Bank
Oslo,
Norway
| $521M | -$98.4M | 3 | 0.07% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $517M | +$82M | 4 | 0.15% | Increased |
|
| 18 |
Nordea Investment Management
Stockholm,
Sweden
| $500M | -$64M | 2 | 0.57% | Reduced |
|
| 19 |
Northern Trust
Chicago,
Illinois
| $479M | -$16.2M | 4 | 0.08% | Reduced |
|
| 20 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $443M | -$73.8M | 4 | 0.09% | Reduced |
|
| 21 |
Franklin Resources
San Mateo,
California
| $421M | -$43.5M | 2 | 0.12% | Reduced |
|
| 22 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| $408M | +$8.34M | 4 | 0.92% | Increased |
|
| 23 |
Select Equity Group
New York
| $404M | +$7.29M | 2 | 1.45% | Increased |
|
| 24 |
Goldman Sachs
New York
| $390M | +$21.9M | 4 | 0.06% | Increased |
|
| 25 |
Charles Schwab
San Francisco,
California
| $390M | +$10.7M | 4 | 0.07% | Increased |
|