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
| $8.74B | +$134M | 5 | 0.14% | Increased |
|
| 2 |
BlackRock
New York
| $7.23B | +$72.5M | 5 | 0.14% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $3.22B | +$26.8M | 2 | 0.47% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.9B | +$1.37M | 5 | 0.11% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $2.72B | +$16.5M | 5 | 0.18% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $2.23B | +$90.8M | 5 | 0.13% | Increased |
|
| 7 |
Peconic Partners
New York
| $1.89B | -$96.6M | 1 | 60.56% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $1.88B | +$48.2M | 5 | 0.13% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $1.13B | -$42.1M | 5 | 0.19% | Reduced |
|
| 10 |
UBS Group
Zurich,
Switzerland
| $1.08B | -$76.1M | 5 | 0.19% | Reduced |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $1.01B | +$44M | 5 | 0.07% | Increased |
|
| 12 |
Morgan Stanley
New York
| $961M | +$62.7M | 5 | 0.06% | Increased |
|
| 13 |
DZ Bank
Frankfurt Am Main,
Germany
| $917M | +$281M | 1 | 0.92% | Increased |
|
| 14 |
Victory Capital Management
San Antonio,
Texas
| $878M | +$589M | 5 | 0.57% | Increased |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $819M | -$98.5M | 5 | 0.19% | Reduced |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $773M | +$820K | 5 | 0.11% | Increased |
|
| 17 |
Goldman Sachs
New York
| $712M | +$31.3M | 5 | 0.1% | Increased |
|
| 18 |
Norges Bank
Oslo,
Norway
| $711M | -$8.98M | 5 | 0.09% | Reduced |
|
| 19 |
Nuveen
Charlotte,
North Carolina
| $686M | -$117M | 5 | 0.19% | Reduced |
|
| 20 |
UBS AM
Chicago,
Illinois
| $641M | +$70.9M | 5 | 0.13% | Increased |
|
| 21 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $619M | +$33.2M | 5 | 0.11% | Increased |
|
| 22 |
Bank of New York Mellon
New York
| $578M | +$9.95M | 5 | 0.11% | Increased |
|
| 23 |
Charles Schwab
San Francisco,
California
| $578M | +$6.28M | 5 | 0.1% | Increased |
|
| 24 |
First Trust Advisors
Wheaton,
Illinois
| $552M | -$34.2M | 5 | 0.44% | Reduced |
|
| 25 |
Nordea Investment Management
Stockholm,
Sweden
| $476M | -$120M | 2 | 0.44% | Reduced |
|