← 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
Vanguard Group
Pennsylvania
$2.15B -$762K 4 0.05% Reduced
2
BlackRock
BlackRock
New York
$2.02B -$256M 4 0.06% Reduced
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.26B +$469M 4 0.1% Increased
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$787M -$52.4M 4 0.25% Reduced
5
State Street
State Street
Massachusetts
$647M -$22.7M 4 0.03% Reduced
6
Macquarie Group
Macquarie Group
Australia
$566M -$91.2M 4 0.46% Reduced
7
Peconic Partners
Peconic Partners
New York
$543M -$18M 2 54.31% Reduced
8
JP Morgan Chase
JP Morgan Chase
New York
$522M +$389M 4 0.06% Increased
9
Invesco
Invesco
Georgia
$466M +$34.4M 4 0.11% Increased
10
Bank of New York Mellon
Bank of New York Mellon
New York
$369M -$7.47M 4 0.07% Reduced
11
Geode Capital Management
Geode Capital Management
Massachusetts
$360M -$27.5M 5 0.05% Reduced
12
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$315M -$64.1M 2 1.01% Reduced
13
VOYA Investment Management
VOYA Investment Management
Georgia
$296M -$3.01M 4 0.57% Reduced
14
Frontier Capital Management
Frontier Capital Management
Massachusetts
$293M -$84.6M 2 2.15% Reduced
15
Wells Fargo
Wells Fargo
California
$288M -$9.16M 4 0.06% Reduced
16
LSV Asset Management
LSV Asset Management
Illinois
$226M -$31.4M 4 0.38% Reduced
17
Northern Trust
Northern Trust
Illinois
$218M -$56.1M 4 0.04% Reduced
18
Bank of America
Bank of America
North Carolina
$209M -$45.1M 4 0.02% Reduced
19
Norges Bank
Norges Bank
Norway
$207M -$18.3M 3 0.04% Reduced
20
Nordea Investment Management
Nordea Investment Management
Sweden
$184M -$9.52M 2 0.25% Reduced
21
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$180M -$31M 1 0.05% Reduced
22
Charles Schwab
Charles Schwab
California
$179M -$12.2M 4 0.06% Reduced
23
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$160M -$18.7M 3 1.04% Reduced
24
Ameriprise
Ameriprise
Minnesota
$146M -$136M 4 0.05% Reduced
25
Bank of Montreal
Bank of Montreal
Ontario, Canada
$136M -$11.4M 4 0.07% Reduced