← All themes Electrification & Grid

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	T. Rowe Price Associates Baltimore, Maryland	$596M	+$625M	2	0.16%	New
2	Vanguard Group Malvern, Pennsylvania	$517M	+$529M	4	0.05%	New
3	Frontier Capital Management Boston, Massachusetts	$322M	+$317M	3	2.68%	New
4	State Street Boston, Massachusetts	$276M	+$286M	4	0.04%	New
5	BlackRock Institutional Trust San Francisco, California	$262M	+$268M	4	0.05%	New
6	Invesco Atlanta, Georgia	$191M	+$189M	4	0.09%	New
7	American Century Companies Kansas City, Missouri	$190M	+$188M	2	0.25%	New
8	Wells Fargo San Francisco, California	$182M	+$190M	4	0.09%	New
9	Goldman Sachs New York	$156M	+$159M	4	0.06%	New
10	Fidelity Investments Boston, Massachusetts	$139M	+$133M	2	0.02%	New
11	BlackRock Fund Advisors San Francisco, California	$137M	+$138M	4	0.05%	New
12	Dimensional Fund Advisors Austin, Texas	$135M	+$137M	4	0.13%	New
13	Peconic Partners New York	$130M	+$127M	3	17.24%	New
14	Northern Trust Chicago, Illinois	$117M	+$120M	4	0.04%	New
15	Bank of New York Mellon New York	$108M	+$110M	4	0.03%	New
16	Columbia Wanger Asset Management Chicago, Illinois	$107M	+$113M	1	0.47%	New
17	Bessemer Group Woodbridge, New Jersey	$104M	+$95.3M	2	0.93%	New
18	Fred Alger Management New York	$103M	+$108M	2	0.61%	New
19	RIM Rainier Investment Management Seattle, Washington	$97.7M	+$98.4M	2	0.88%	New
20	Vaughan Nelson Investment Management Houston, Texas	$87.5M	+$81.7M	2	1.66%	New
21	Guggenheim Capital Chicago, Illinois	$81.3M	+$85.3M	1	0.34%	New
22	Ameriprise Minneapolis, Minnesota	$79.9M	+$78M	4	0.06%	New
23	HAM HHR Asset Management Berkeley Heights, New Jersey	$79.6M	+$83.8M	2	3.88%	New
24	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$76.9M	+$76M	2	0.38%	New
25	Norges Bank Oslo, Norway	$66.9M	+$67.6M	2	0.04%	New