← 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
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$85.4M +$5.21M 2 1.33% Increased
27
Allianz Asset Management
Allianz Asset Management
Germany
$73.9M +$12M 3 0.09% Increased
28
Norges Bank
Norges Bank
Norway
$73.8M -$2M 2 0.04% Reduced
29
STRS Ohio
STRS Ohio
Ohio
$73M -$434K 3 0.33% Reduced
30
Geode Capital Management
Geode Capital Management
Massachusetts
$68.9M +$5.24M 4 0.05% Increased
31
LCS
Levin Capital Strategies
New York
$63M +$14M 3 1.01% Increased
32
Principal Financial Group
Principal Financial Group
Iowa
$61.7M +$49.1M 3 0.12% Increased
33
Axa
Axa
France
$57.5M +$335K 2 0.26% Increased
34
Deutsche Bank
Deutsche Bank
Germany
$56.4M -$5.79M 4 0.04% Reduced
35
BlackRock Group
BlackRock Group
United Kingdom
$56.1M -$13.2M 4 0.04% Reduced
36
Morgan Stanley
Morgan Stanley
New York
$55.6M +$5.29M 4 0.02% Increased
37
Neuberger Berman Group
Neuberger Berman Group
New York
$53.4M +$18.3M 2 0.05% Increased
38
Prudential Financial
Prudential Financial
New Jersey
$52.9M +$8.66M 4 0.11% Increased
39
Balyasny Asset Management
Balyasny Asset Management
Illinois
$51.1M -$13.6M 2 0.67% Reduced
40
USS Investment Management
USS Investment Management
United Kingdom
$50.5M $0 1 0.97% Maintained
41
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$49.8M -$3.02M 3 0.15% Reduced
42
Munder Capital Management
Munder Capital Management
Michigan
$49.3M +$4.89M 2 0.36% Increased
43
Victory Capital Management
Victory Capital Management
Texas
$46M +$6.48M 3 0.32% Increased
44
SIM
Stelliam Investment Management
New York
$45.9M +$4.92M 1 1.87% Increased
45
Glenmede Trust
Glenmede Trust
Pennsylvania
$45.2M +$9.38M 4 0.46% Increased
46
SAM
Scopus Asset Management
New York
$43.8M +$26.4M 2 1.02% Increased
47
DnB Asset Management
DnB Asset Management
Norway
$43.4M -$11.8M 1 1.02% Reduced
48
Westwood Holdings Group
Westwood Holdings Group
Texas
$43.2M -$1.69M 1 0.33% Reduced
49
CCM
Cadian Capital Management
New York
$42.6M -$2.94M 1 1.1% Reduced
50
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$42.4M +$14.8M 2 0.22% Increased
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