← 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	$2.11B	+$135M	4	0.06%	Increased
2	Vanguard Group Malvern, Pennsylvania	$2.04B	+$16.9M	4	0.06%	Increased
3	Fidelity Investments Boston, Massachusetts	$777M	+$136M	4	0.07%	Increased
4	Dimensional Fund Advisors Austin, Texas	$776M	-$42.5M	4	0.26%	Reduced
5	State Street Boston, Massachusetts	$630M	-$1.13M	4	0.04%	Reduced
6	Macquarie Group Sydney, NSW 2000, Australia	$588M	-$48.6M	4	0.83%	Reduced
7	Peconic Partners New York	$540M	+$23M	3	56.69%	Increased
8	Invesco Atlanta, Georgia	$410M	+$16.6M	4	0.11%	Increased
9	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$373M	-$10.6M	2	1.19%	Reduced
10	Geode Capital Management Boston, Massachusetts	$366M	+$14.6M	4	0.06%	Increased
11	Bank of New York Mellon New York	$359M	-$18.5M	4	0.07%	Reduced
12	Frontier Capital Management Boston, Massachusetts	$352M	-$23.8M	3	2.66%	Reduced
13	VOYA Investment Management Atlanta, Georgia	$290M	+$26.1M	4	0.58%	Increased
14	Wells Fargo San Francisco, California	$267M	+$122M	4	0.06%	Increased
15	Ameriprise Minneapolis, Minnesota	$263M	-$34M	4	0.09%	Reduced
16	Northern Trust Chicago, Illinois	$255M	-$17.8M	4	0.05%	Reduced
17	Bank of America Charlotte, North Carolina	$240M	-$2.24M	4	0.03%	Reduced
18	LSV Asset Management Chicago, Illinois	$233M	-$11.5M	4	0.4%	Reduced
19	Norges Bank Oslo, Norway	$215M	-$5.61M	3	0.05%	Reduced
20	Boston Partners Boston, Massachusetts	$207M	-$49.4M	3	0.28%	Reduced
21	Massachusetts Financial Services Boston, Massachusetts	$204M	-$3.56M	1	0.06%	Reduced
22	Goldman Sachs New York	$185M	-$27.8M	5	0.05%	Reduced
23	Charles Schwab San Francisco, California	$179M	-$12.7M	4	0.07%	Reduced
24	Fuller & Thaler Asset Management San Mateo, California	$169M	-$8.54M	3	1.19%	Reduced
25	Nordea Investment Management Stockholm, Sweden	$166M	-$42.5M	2	0.24%	Reduced