← 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
26
DZ Bank
DZ Bank
Germany
$960M -$595M 1 0.74% Reduced
27
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
$931M +$9.41M 5 0.2% Increased
28
HCC
Hill City Capital
Massachusetts
$897M $0 1 20.94% Maintained
29
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$887M -$66M 5 0.09% Reduced
30
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$885M -$103M 5 0.13% Reduced
31
Franklin Resources
Franklin Resources
California
$834M +$326M 4 0.18% Increased
32
AllianceBernstein
AllianceBernstein
Tennessee
$819M +$582M 5 0.27% Increased
33
Federated Hermes
Federated Hermes
Pennsylvania
$759M +$134M 4 1.09% Increased
34
Legal & General Group
Legal & General Group
United Kingdom
$711M +$40.1M 5 0.15% Increased
35
Ameriprise
Ameriprise
Minnesota
$690M +$188M 5 0.14% Increased
36
Jane Street
Jane Street
New York
$629M +$529M 3 0.05% Increased
37
Wellington Management Group
Wellington Management Group
Massachusetts
$626M +$164M 3 0.11% Increased
38
Deutsche Bank
Deutsche Bank
Germany
$606M +$30.1M 5 0.18% Increased
39
Nordea Investment Management
Nordea Investment Management
Sweden
$587M +$21.3M 5 0.48% Increased
40
Amundi
Amundi
France
$580M +$62.6M 5 0.14% Increased
41
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$576M -$45M 3 0.38% Reduced
42
Lone Pine Capital
Lone Pine Capital
Connecticut
$560M -$71.1M 1 3.42% Reduced
43
Sands Capital Management
Sands Capital Management
Virginia
$540M +$84.8M 1 2.01% Increased
44
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$534M +$211M 1 3.06% Increased
45
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$520M -$337M 3 0.16% Reduced
46
Raymond James Financial
Raymond James Financial
Florida
$517M -$145M 5 0.14% Reduced
47
Westfield Capital Management
Westfield Capital Management
Massachusetts
$504M +$79M 4 1.65% Increased
48
Citadel Advisors
Citadel Advisors
Florida
$489M +$256M 4 0.06% Increased
49
Hood River Capital Management
Hood River Capital Management
Florida
$488M -$46.4M 1 3.54% Reduced
50
American Century Companies
American Century Companies
Missouri
$483M -$84.2M 5 0.21% Reduced