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
| $7.16B | +$369M | 5 | 0.12% | Increased |
|
| 2 |
BlackRock
New York
| $6.03B | +$798M | 5 | 0.12% | Increased |
|
| 3 |
JP Morgan Chase
New York
| $2.64B | -$40.1M | 5 | 0.2% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.46B | +$197M | 5 | 0.1% | Increased |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $2.3B | +$296M | 2 | 0.35% | Increased |
|
| 6 |
Peconic Partners
New York
| $1.64B | -$96.5M | 1 | 66.78% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $1.61B | -$73.1M | 5 | 0.1% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $1.46B | +$81.5M | 5 | 0.11% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $1.12B | +$108M | 5 | 0.21% | Increased |
|
| 10 |
UBS Group
Zurich,
Switzerland
| $1.01B | +$409M | 5 | 0.19% | Increased |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $877M | +$75.3M | 5 | 0.21% | Increased |
|
| 12 |
DZ Bank
Frankfurt Am Main,
Germany
| $793M | -$86.8M | 2 | 0.8% | Reduced |
|
| 13 |
Morgan Stanley
New York
| $743M | +$37.9M | 5 | 0.05% | Increased |
|
| 14 |
Artisan Partners
Milwaukee,
Wisconsin
| $731M | -$23.3M | 2 | 1.1% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $641M | +$116M | 5 | 0.09% | Increased |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $637M | -$12.9M | 5 | 0.05% | Reduced |
|
| 17 |
Norges Bank
Oslo,
Norway
| $610M | +$52.5M | 4 | 0.08% | Increased |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $564M | -$263K | 5 | 0.16% | Reduced |
|
| 19 |
Nordea Investment Management
Stockholm,
Sweden
| $524M | -$14.7M | 2 | 0.55% | Reduced |
|
| 20 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| $503M | +$49.8M | 5 | 1.06% | Increased |
|
| 21 |
Charles Schwab
San Francisco,
California
| $477M | +$40.4M | 5 | 0.09% | Increased |
|
| 22 |
Bank of New York Mellon
New York
| $476M | +$50.9M | 5 | 0.09% | Increased |
|
| 23 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $474M | +$3.37M | 5 | 0.09% | Increased |
|
| 24 |
UBS AM
Chicago,
Illinois
| $435M | +$30.3M | 5 | 0.1% | Increased |
|
| 25 |
Goldman Sachs
New York
| $422M | -$8.12M | 5 | 0.07% | Reduced |
|