Utilities

Components Performance/Risk
Period Return
23.8%
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 & Grid91.513.8 B22.6% Neutral Low Risk
AES Corp. AES UtilitiesElectric Utilities & Grid14.9011 B20.2% Weak Up Low Risk
Black Hills Corporation BKH UtilitiesElectric Utilities & Grid82.516.2 B37.4% Weak Up Low Risk
Entergy Corp. ETR UtilitiesElectric Utilities & Grid109.8750 B17.6% Weak Up Low Risk
TXNM Energy TXNM UtilitiesElectric Utilities & Grid58.706.4 B8.5% Neutral Low Risk
Chesapeake Utilities CPK UtilitiesNatural Gas Distribution139.293.3 B10.9% Neutral Low Risk
OGE Energy OGE UtilitiesNatural Gas Distribution50.2110 B19.9% Weak Up Low Risk
Southwest Gas Holdings SWX UtilitiesNatural Gas Distribution93.736.8 B21.5% Weak Up Low Risk
UGI Corp. UGI UtilitiesNatural Gas Distribution38.738.3 B22.6% Neutral Low Risk
Western Midstream Partners LP WES UtilitiesNatural Gas Distribution44.2317 B39.3% Neutral Low Risk
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