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
| $10.4B | +$22.5M | 5 | 0.15% | Increased |
|
| 2 |
BlackRock
New York
| $9.1B | +$720M | 5 | 0.15% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $3.53B | +$147M | 5 | 0.12% | Increased |
|
| 4 |
JP Morgan Chase
New York
| $2.69B | -$233M | 5 | 0.17% | Reduced |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $2.5B | -$448M | 2 | 0.34% | Reduced |
|
| 6 |
Peconic Partners
New York
| $2.46B | +$178M | 2 | 58.49% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $2.33B | +$79.4M | 5 | 0.14% | Increased |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| $2.3B | -$339M | 5 | 0.12% | Reduced |
|
| 9 |
Victory Capital Management
San Antonio,
Texas
| $1.84B | +$638M | 5 | 1.04% | Increased |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $1.73B | +$226M | 5 | 0.13% | Increased |
|
| 11 |
Invesco
Atlanta,
Georgia
| $1.38B | -$94.9M | 5 | 0.13% | Reduced |
|
| 12 |
UBS Group
Zurich,
Switzerland
| $1.22B | +$83.9M | 5 | 0.2% | Increased |
|
| 13 |
Morgan Stanley
New York
| $1.15B | -$14.8M | 5 | 0.07% | Reduced |
|
| 14 |
First Trust Advisors
Wheaton,
Illinois
| $974M | +$126M | 5 | 0.71% | Increased |
|
| 15 |
Norges Bank
Oslo,
Norway
| $943M | +$981M | 5 | 0.1% | New |
|
| 16 |
Goldman Sachs
New York
| $906M | +$131M | 5 | 0.11% | Increased |
|
| 17 |
Northern Trust
Chicago,
Illinois
| $891M | -$19.6M | 5 | 0.11% | Reduced |
|
| 18 |
DZ Bank
Frankfurt Am Main,
Germany
| $868M | -$68.1M | 1 | 0.75% | Reduced |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| $789M | -$56.8M | 5 | 0.17% | Reduced |
|
| 20 |
Charles Schwab
San Francisco,
California
| $766M | +$16.1M | 5 | 0.12% | Increased |
|
| 21 |
Nuveen
Charlotte,
North Carolina
| $707M | -$35.9M | 5 | 0.19% | Reduced |
|
| 22 |
UBS AM
Chicago,
Illinois
| $644M | +$67.5M | 5 | 0.14% | Increased |
|
| 23 |
Bank of New York Mellon
New York
| $624M | +$24.1M | 5 | 0.11% | Increased |
|
| 24 |
Wellington Management Group
Boston,
Massachusetts
| $583M | +$331M | 3 | 0.1% | Increased |
|
| 25 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| $578M | +$15M | 4 | 0.86% | Increased |
|