← 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	$2.46B	+$39.8M	4	0.06%	Increased
2	BlackRock New York	$2.19B	+$32.1M	4	0.06%	Increased
3	Fidelity Investments Boston, Massachusetts	$986M	-$183M	4	0.07%	Reduced
4	Dimensional Fund Advisors Austin, Texas	$780M	-$28.8M	4	0.24%	Reduced
5	Peconic Partners New York	$765M	+$47.3M	2	61.49%	Increased
6	State Street Boston, Massachusetts	$758M	+$14.6M	4	0.04%	Increased
7	JP Morgan Chase New York	$557M	+$82.2M	4	0.06%	Increased
8	Macquarie Group Sydney, NSW 2000, Australia	$488M	-$47.4M	4	0.41%	Reduced
9	Invesco Atlanta, Georgia	$470M	-$12.9M	4	0.11%	Reduced
10	Geode Capital Management Boston, Massachusetts	$422M	+$16.2M	5	0.05%	Increased
11	Ameriprise Minneapolis, Minnesota	$374M	+$308M	4	0.1%	Increased
12	Bank of New York Mellon New York	$367M	-$34.6M	4	0.07%	Reduced
13	VOYA Investment Management Atlanta, Georgia	$349M	-$47.3M	4	0.67%	Reduced
14	Frontier Capital Management Boston, Massachusetts	$262M	-$24.1M	2	2.07%	Reduced
15	Allspring Global Investments Charlotte, North Carolina	$259M	+$257M	4	0.29%	New
16	Bank of America Charlotte, North Carolina	$247M	+$3.41M	4	0.02%	Increased
17	Nordea Investment Management Stockholm, Sweden	$244M	+$22M	2	0.29%	Increased
18	Northern Trust Chicago, Illinois	$225M	+$3.76M	4	0.04%	Increased
19	SI Standard Investments New York	$216M	+$39.4M	1	5.5%	Increased
20	Charles Schwab San Francisco, California	$208M	+$8.32M	4	0.06%	Increased
21	Norges Bank Oslo, Norway	$205M	-$10.5M	3	0.04%	Reduced
22	ECP Electron Capital Partners New York	$171M	-$16.6M	2	8.76%	Reduced
23	Mirae Asset Global Investments Seoul, South Korea	$171M	+$27M	4	0.37%	Increased
24	Goldman Sachs New York	$165M	+$26.1M	4	0.03%	Increased
25	Rothschild & Co Asset Management US Stamford, Connecticut	$149M	-$5.15M	2	1.75%	Reduced