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
| $5.78B | +$103M | 5 | 0.1% | Increased |
|
| 2 |
BlackRock
New York
| $4.79B | +$39.9M | 5 | 0.1% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $2.14B | +$328M | 2 | 0.35% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.95B | -$9.26M | 5 | 0.08% | Reduced |
|
| 5 |
JP Morgan Chase
New York
| $1.81B | -$352M | 5 | 0.13% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $1.43B | +$162M | 5 | 0.09% | Increased |
|
| 7 |
Peconic Partners
New York
| $1.35B | +$28.6M | 1 | 68.77% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $1.23B | +$76.4M | 5 | 0.1% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $792M | -$115M | 5 | 0.15% | Reduced |
|
| 10 |
UBS Group
Zurich,
Switzerland
| $783M | -$24.1M | 5 | 0.14% | Reduced |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $647M | +$156M | 5 | 0.05% | Increased |
|
| 12 |
Dimensional Fund Advisors
Austin,
Texas
| $635M | -$44.6M | 5 | 0.16% | Reduced |
|
| 13 |
Morgan Stanley
New York
| $593M | +$10.6M | 5 | 0.04% | Increased |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $523M | +$135M | 5 | 0.16% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $518M | +$10.8M | 5 | 0.08% | Increased |
|
| 16 |
Norges Bank
Oslo,
Norway
| $482M | +$6.32M | 5 | 0.07% | Increased |
|
| 17 |
Goldman Sachs
New York
| $456M | +$137M | 5 | 0.07% | Increased |
|
| 18 |
Nordea Investment Management
Stockholm,
Sweden
| $408M | -$18.3M | 2 | 0.43% | Reduced |
|
| 19 |
First Trust Advisors
Wheaton,
Illinois
| $401M | +$93.9M | 5 | 0.36% | Increased |
|
| 20 |
DZ Bank
Frankfurt Am Main,
Germany
| $395M | -$276M | 2 | 0.44% | Reduced |
|
| 21 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $389M | +$8.69M | 5 | 0.08% | Increased |
|
| 22 |
Charles Schwab
San Francisco,
California
| $384M | +$8.02M | 5 | 0.07% | Increased |
|
| 23 |
Bank of New York Mellon
New York
| $379M | -$790K | 5 | 0.08% | Reduced |
|
| 24 |
UBS AM
Chicago,
Illinois
| $373M | +$28.3M | 5 | 0.1% | Increased |
|
| 25 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| $316M | -$105M | 4 | 0.67% | Reduced |
|