← 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
BlackRock
New York
$15.6B -$654M 5 0.23% Reduced
2
Vanguard Capital Management
Vanguard Capital Management
Pennsylvania
$9.2B +$82.3M 5 0.2% Increased
3
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
$7.32B +$126M 5 0.33% Increased
4
State Street
State Street
Massachusetts
$6.45B +$337M 5 0.19% Increased
5
Peconic Partners
Peconic Partners
New York
$4.93B -$158M 2 61.28% Reduced
6
JP Morgan Chase
JP Morgan Chase
New York
$4.48B -$133M 5 0.25% Reduced
7
Geode Capital Management
Geode Capital Management
Massachusetts
$3.69B -$444M 5 0.2% Reduced
8
Fidelity Investments
Fidelity Investments
Massachusetts
$3.02B -$309M 5 0.13% Reduced
9
Bank of America
Bank of America
North Carolina
$2.96B -$197M 5 0.19% Reduced
10
First Trust Advisors
First Trust Advisors
Illinois
$2.48B +$517M 5 1.46% Increased
11
Morgan Stanley
Morgan Stanley
New York
$2.3B +$253M 5 0.12% Increased
12
Invesco
Invesco
Georgia
$2.16B -$8.91M 5 0.17% Reduced
13
Goldman Sachs
Goldman Sachs
New York
$1.76B -$98M 5 0.15% Reduced
14
Capital World Investors
Capital World Investors
California
$1.69B -$8.56M 3 0.2% Reduced
15
Nuveen
Nuveen
North Carolina
$1.58B +$77.6M 5 0.38% Increased
16
Northern Trust
Northern Trust
Illinois
$1.52B -$11.1M 5 0.18% Reduced
17
Norges Bank
Norges Bank
Norway
$1.47B +$1.41B 5 0.15% New
18
UBS Group
UBS Group
Switzerland
$1.39B -$269M 5 0.18% Reduced
19
Charles Schwab
Charles Schwab
California
$1.34B +$29.3M 5 0.18% Increased
20
Capital International Investors
Capital International Investors
California
$1.24B -$539M 2 0.26% Reduced
21
UBS AM
UBS AM
Illinois
$1.17B +$9.99M 5 0.21% Increased
22
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$1.14B +$80M 5 1.36% Increased
23
Bank of New York Mellon
Bank of New York Mellon
New York
$1.08B +$6.28M 5 0.18% Increased
24
Victory Capital Management
Victory Capital Management
Texas
$1.04B -$540M 5 0.58% Reduced
25
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.01B -$136M 5 0.18% Reduced