← 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	Vanguard Group Malvern, Pennsylvania	$1.01B	-$8.13M	4	0.04%	Reduced
2	BlackRock New York	$986M	+$94.7M	4	0.04%	Increased
3	Dimensional Fund Advisors Austin, Texas	$438M	-$1.43M	4	0.17%	Reduced
4	Peconic Partners New York	$378M	+$3.44M	4	74.36%	Increased
5	Macquarie Group Sydney, NSW 2000, Australia	$321M	+$10.2M	4	0.54%	Increased
6	State Street Boston, Massachusetts	$319M	-$994K	4	0.02%	Reduced
7	Victory Capital Management San Antonio, Texas	$244M	-$4.31M	4	0.49%	Reduced
8	Bank of New York Mellon New York	$213M	-$29.3M	4	0.06%	Reduced
9	Lyrical Asset Management New York	$169M	-$4.23M	1	2.34%	Reduced
10	Geode Capital Management Boston, Massachusetts	$144M	+$5.18M	4	0.03%	Increased
11	Northern Trust Chicago, Illinois	$132M	+$1.4M	4	0.03%	Increased
12	Wells Fargo San Francisco, California	$130M	+$3M	4	0.04%	Increased
13	VOYA Investment Management Atlanta, Georgia	$129M	-$8.36M	4	0.28%	Reduced
14	AllianceBernstein Nashville, Tennessee	$124M	+$1.31M	4	0.08%	Increased
15	Invesco Atlanta, Georgia	$123M	+$10.7M	4	0.03%	Increased
16	Rothschild & Co Asset Management US Stamford, Connecticut	$117M	+$71.8M	3	1.25%	Increased
17	Kovitz Investment Group Partners Chicago, Illinois	$115M	-$698K	1	3.62%	Reduced
18	GA Greenhaven Associates Purchase, New York	$106M	-$550K	1	1.85%	Reduced
19	Norges Bank Oslo, Norway	$104M	+$945K	3	0.03%	Increased
20	Citadel Advisors Miami, Florida	$96.5M	+$39.4M	4	0.04%	Increased
21	Charles Schwab San Francisco, California	$89.3M	+$1.55M	4	0.05%	Increased
22	AQR Capital Management Greenwich, Connecticut	$87.8M	+$31.7M	4	0.1%	Increased
23	Fidelity Investments Boston, Massachusetts	$85.3M	-$21.8M	3	0.01%	Reduced
24	Ameriprise Minneapolis, Minnesota	$84.4M	+$1.49M	4	0.04%	Increased
25	Bank of America Charlotte, North Carolina	$83.8M	+$2.6M	4	0.01%	Increased