← 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	$1.15B	-$66.3M	4	0.04%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.12B	-$33.3M	4	0.04%	Reduced
3	Dimensional Fund Advisors Austin, Texas	$443M	+$211K	4	0.19%	Increased
4	State Street Boston, Massachusetts	$352M	-$6.37M	4	0.02%	Reduced
5	Macquarie Group Sydney, NSW 2000, Australia	$328M	-$14.8M	4	0.55%	Reduced
6	Peconic Partners New York	$317M	+$16.6M	2	56.46%	Increased
7	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$264M	+$18.2M	2	1.02%	Increased
8	Bank of New York Mellon New York	$251M	-$15.5M	4	0.06%	Reduced
9	Bank of America Charlotte, North Carolina	$193M	+$19.1M	4	0.03%	Increased
10	Geode Capital Management Boston, Massachusetts	$180M	-$2.69M	4	0.04%	Reduced
11	Lyrical Asset Management New York	$178M	-$7.43M	1	3.23%	Reduced
12	Frontier Capital Management Boston, Massachusetts	$177M	-$3.9M	2	1.54%	Reduced
13	Massachusetts Financial Services Boston, Massachusetts	$175M	-$23.9M	1	0.06%	Reduced
14	VOYA Investment Management Atlanta, Georgia	$167M	+$3.82M	4	0.37%	Increased
15	Northern Trust Chicago, Illinois	$149M	+$1.68M	4	0.03%	Increased
16	AllianceBernstein Nashville, Tennessee	$131M	-$32.2M	4	0.07%	Reduced
17	Goldman Sachs New York	$127M	-$105K	4	0.04%	Reduced
18	Kovitz Investment Group Partners Chicago, Illinois	$122M	-$17.9M	1	3.42%	Reduced
19	Boston Partners Boston, Massachusetts	$122M	+$22.7M	3	0.22%	Increased
20	Invesco Atlanta, Georgia	$118M	-$10M	4	0.04%	Reduced
21	LSV Asset Management Chicago, Illinois	$116M	+$42.9M	3	0.24%	Increased
22	Norges Bank Oslo, Norway	$115M	-$6.62M	3	0.03%	Reduced
23	AQR Capital Management Greenwich, Connecticut	$114M	-$17.8M	4	0.19%	Reduced
24	Bank of Montreal Toronto, Ontario, Canada	$102M	+$44M	4	0.09%	Increased
25	Charles Schwab San Francisco, California	$100M	-$6.47M	4	0.05%	Reduced