← 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
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$73.1M +$58.3M 2 0.4% Increased
27
Norges Bank
Norges Bank
Norway
$67.3M $0 2 0.04% Maintained
28
STRS Ohio
STRS Ohio
Ohio
$64.1M +$13M 2 0.28% Increased
29
BlackRock Group
BlackRock Group
United Kingdom
$61.4M -$2.81M 4 0.04% Reduced
30
Balyasny Asset Management
Balyasny Asset Management
Illinois
$58.3M +$33.3M 2 0.79% Increased
31
Deutsche Bank
Deutsche Bank
Germany
$56.5M +$28.2M 4 0.04% Increased
32
Geode Capital Management
Geode Capital Management
Massachusetts
$55.6M +$1.94M 4 0.04% Increased
33
DL
Delta Lloyd
Netherlands
$54.8M -$3.67M 2 2.1% Reduced
34
Allianz Asset Management
Allianz Asset Management
Germany
$52.4M +$4.75M 3 0.07% Increased
35
Axa
Axa
France
$50.5M +$507K 2 0.25% Increased
36
DnB Asset Management
DnB Asset Management
Norway
$48.9M +$48.1M 1 1.34% New
37
NCGI
Next Century Growth Investors
Minnesota
$48.1M -$3.34M 1 1.38% Reduced
38
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$47.5M -$219K 3 0.15% Reduced
39
OppenheimerFunds
OppenheimerFunds
New York
$45.7M +$30.8M 1 0.03% Increased
40
Morgan Stanley
Morgan Stanley
New York
$44.9M -$20.1M 4 0.02% Reduced
41
USS Investment Management
USS Investment Management
United Kingdom
$44.3M $0 1 0.83% Maintained
42
WI
WHV Investments
California
$44.3M +$2.83M 3 0.44% Increased
43
TI
Turner Investments
Pennsylvania
$44M -$7.96M 3 0.73% Reduced
44
LCS
Levin Capital Strategies
New York
$43.7M $0 3 0.74% Maintained
45
FA
Friess Associates
Delaware
$40.5M +$23.3M 2 3.23% Increased
46
CCM
Cadian Capital Management
New York
$39.9M +$5.41M 1 1.17% Increased
47
Two Sigma Investments
Two Sigma Investments
New York
$38.6M -$9.41M 3 0.25% Reduced
48
Prudential Financial
Prudential Financial
New Jersey
$38M -$7.8M 4 0.08% Reduced
49
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$37.5M -$7.51M 3 0.09% Reduced
50
CIM
Corbyn Investment Management
Maryland
$37.1M +$1.55M 2 6.66% Increased
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