← 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	$828M	+$37M	4	0.04%	Increased
2	BlackRock New York	$814M	+$28M	4	0.04%	Increased
3	Dimensional Fund Advisors Austin, Texas	$324M	+$6.74M	4	0.17%	Increased
4	Macquarie Group Sydney, NSW 2000, Australia	$256M	+$16.8M	4	0.53%	Increased
5	State Street Boston, Massachusetts	$236M	-$1.66M	4	0.02%	Reduced
6	Peconic Partners New York	$173M	$0	1	66.77%	Maintained
7	Bank of New York Mellon New York	$168M	-$823K	4	0.06%	Reduced
8	Geode Capital Management Boston, Massachusetts	$120M	+$6.09M	4	0.03%	Increased
9	Lyrical Asset Management New York	$115M	-$15.9M	1	2.82%	Reduced
10	Frontier Capital Management Boston, Massachusetts	$114M	+$15.8M	2	1.28%	Increased
11	Massachusetts Financial Services Boston, Massachusetts	$105M	+$58.2M	1	0.05%	Increased
12	Goldman Sachs New York	$104M	+$28.5M	4	0.04%	Increased
13	VOYA Investment Management Atlanta, Georgia	$102M	-$4.3M	4	0.27%	Reduced
14	AllianceBernstein Nashville, Tennessee	$100M	-$6.74M	4	0.07%	Reduced
15	Kovitz Investment Group Partners Chicago, Illinois	$96M	+$295K	1	3.47%	Increased
16	AQR Capital Management Greenwich, Connecticut	$93.9M	+$20.4M	4	0.16%	Increased
17	Northern Trust Chicago, Illinois	$93.1M	+$213K	4	0.03%	Increased
18	Invesco Atlanta, Georgia	$92.6M	-$16.7M	4	0.04%	Reduced
19	Rothschild & Co Asset Management US Stamford, Connecticut	$87.1M	-$8.82M	3	1.36%	Reduced
20	Norges Bank Oslo, Norway	$85.3M	-$1.35M	3	0.03%	Reduced
21	Bank of America Charlotte, North Carolina	$83.1M	-$2.09M	4	0.01%	Reduced
22	Nuveen Charlotte, North Carolina	$81.8M	+$11.5M	4	0.04%	Increased
23	Charles Schwab San Francisco, California	$79M	+$4.74M	4	0.05%	Increased
24	Fuller & Thaler Asset Management San Mateo, California	$69.9M	+$35.1M	2	1.18%	Increased
25	JP Morgan Chase New York	$64.7M	+$25.9M	4	0.02%	Increased