← 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	BlackRock New York	$1.04B	+$6.52M	4	0.04%	Increased
2	Vanguard Group Malvern, Pennsylvania	$968M	-$70M	4	0.03%	Reduced
3	Dimensional Fund Advisors Austin, Texas	$387M	-$18.9M	4	0.17%	Reduced
4	Macquarie Group Sydney, NSW 2000, Australia	$330M	-$1.45M	4	0.57%	Reduced
5	State Street Boston, Massachusetts	$297M	-$965K	4	0.02%	Reduced
6	Peconic Partners New York	$223M	+$8.71M	1	62.19%	Increased
7	Bank of New York Mellon New York	$212M	+$637K	4	0.06%	Increased
8	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$189M	+$139M	2	0.74%	Increased
9	Geode Capital Management Boston, Massachusetts	$151M	+$139K	4	0.03%	Increased
10	Massachusetts Financial Services Boston, Massachusetts	$150M	+$18.2M	1	0.06%	Increased
11	Nordea Investment Management Stockholm, Sweden	$140M	+$116M	1	0.15%	Increased
12	Frontier Capital Management Boston, Massachusetts	$138M	-$3.68M	2	1.22%	Reduced
13	Lyrical Asset Management New York	$138M	-$3.43M	1	2.72%	Reduced
14	Bank of America Charlotte, North Carolina	$136M	+$29.1M	4	0.02%	Increased
15	AllianceBernstein Nashville, Tennessee	$134M	+$9.83M	4	0.08%	Increased
16	Northern Trust Chicago, Illinois	$130M	+$10.1M	4	0.03%	Increased
17	VOYA Investment Management Atlanta, Georgia	$121M	-$4.19M	3	0.28%	Reduced
18	Goldman Sachs New York	$117M	-$15.8M	4	0.04%	Reduced
19	AQR Capital Management Greenwich, Connecticut	$112M	-$11.7M	4	0.18%	Reduced
20	Kovitz Investment Group Partners Chicago, Illinois	$106M	-$11.8M	1	3.27%	Reduced
21	Norges Bank Oslo, Norway	$106M	-$2.15M	3	0.03%	Reduced
22	Boston Partners Boston, Massachusetts	$105M	+$66.2M	3	0.19%	Increased
23	Invesco Atlanta, Georgia	$104M	-$9.81M	4	0.04%	Reduced
24	Charles Schwab San Francisco, California	$93.7M	-$5.7M	4	0.05%	Reduced
25	Rothschild & Co Asset Management US Stamford, Connecticut	$91.8M	-$16.4M	3	1.35%	Reduced