← 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	$1.61B	-$2.13M	4	0.05%	Reduced
2	BlackRock New York	$1.55B	-$122M	4	0.05%	Reduced
3	Dimensional Fund Advisors Austin, Texas	$651M	-$6.22M	4	0.24%	Reduced
4	Fidelity Investments Boston, Massachusetts	$514M	+$402M	4	0.05%	Increased
5	State Street Boston, Massachusetts	$503M	-$1.63M	4	0.03%	Reduced
6	Macquarie Group Sydney, NSW 2000, Australia	$493M	-$18M	4	0.72%	Reduced
7	Peconic Partners New York	$418M	-$16.7M	3	50.1%	Reduced
8	Invesco Atlanta, Georgia	$321M	+$138M	4	0.09%	Increased
9	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$316M	-$45.7M	2	1.09%	Reduced
10	Bank of New York Mellon New York	$305M	-$42.2M	4	0.07%	Reduced
11	Frontier Capital Management Boston, Massachusetts	$298M	+$40.7M	3	2.2%	Increased
12	Geode Capital Management Boston, Massachusetts	$280M	+$20.6M	4	0.05%	Increased
13	Lyrical Asset Management New York	$243M	+$789K	1	3.35%	Increased
14	Ameriprise Minneapolis, Minnesota	$241M	+$125M	4	0.09%	Increased
15	Northern Trust Chicago, Illinois	$216M	-$4.14M	4	0.04%	Reduced
16	VOYA Investment Management Atlanta, Georgia	$213M	-$13.1M	4	0.43%	Reduced
17	Bank of America Charlotte, North Carolina	$195M	-$70.3M	4	0.03%	Reduced
18	Boston Partners Boston, Massachusetts	$190M	-$5.01M	2	0.3%	Reduced
19	LSV Asset Management Chicago, Illinois	$182M	-$2.75M	4	0.33%	Reduced
20	Norges Bank Oslo, Norway	$175M	+$7.2M	3	0.04%	Increased
21	Massachusetts Financial Services Boston, Massachusetts	$170M	-$62.7M	1	0.05%	Reduced
22	Goldman Sachs New York	$164M	-$25.4M	4	0.04%	Reduced
23	Nordea Investment Management Stockholm, Sweden	$159M	+$30.3M	1	0.26%	Increased
24	Charles Schwab San Francisco, California	$152M	+$3.39M	4	0.06%	Increased
25	Fuller & Thaler Asset Management San Mateo, California	$136M	-$17.4M	3	1.26%	Reduced