Utilities

Components Performance/Risk
Period Return
21.2%
Return Rank
Above Average
Risk Exposure
Low Risk

The constituents of the portfolio belong to the Utilities  sector

The large cap companies > $2bn are positioned in market segments of stable, or even growing, demand over the medium term, implying a fair degree of support in case of total market reversal

In the selection, asset volatiliy (a measure of risk) is on average low but, based on historical data series, the ratios are only indicative of trends - they do not forecast the future 

 

Selections belonging to the U.S. Sector trackers screen the Pininvest data base dynamically by performance, volatility and accounting fundamentals, reflecting share price variations and quarterly financial updates

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Otter Tail Corp OTTR UtilitiesElectric Utilities & Grid89.043.7 B19.1% Weak Down Low Risk
AES Corp. AES UtilitiesElectric Utilities & Grid14.9911 B13.1% Neutral Below Average
Black Hills Corporation BKH UtilitiesElectric Utilities & Grid77.245.8 B34.9% Neutral Low Risk
Entergy Corp. ETR UtilitiesElectric Utilities & Grid104.9948 B12.7% Neutral Low Risk
Evergy EVRG UtilitiesElectric Utilities & Grid82.1319 B11.6% Neutral Low Risk
TXNM Energy TXNM UtilitiesElectric Utilities & Grid58.536.4 B7.4% Neutral Low Risk
Chesapeake Utilities CPK UtilitiesNatural Gas Distribution129.763.1 B-0.2% Neutral Low Risk
UGI Corp. UGI UtilitiesNatural Gas Distribution37.658.1 B25.3% Neutral Low Risk
Western Midstream Partners LP WES UtilitiesNatural Gas Distribution45.3218 B40.5% Weak Down Low Risk
NorthWestern Corp. NWE UtilitiesElectricity & Gas Distribution75.264.6 B36.2% Neutral Low Risk
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