← 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
Norges Bank
Norges Bank
Norway
$87.2M -$1.9M 2 0.05% Reduced
27
STRS Ohio
STRS Ohio
Ohio
$85.4M +$26.4K 3 0.38% Increased
28
Fred Alger Management
Fred Alger Management
New York
$85.1M -$76.2M 2 0.42% Reduced
29
Geode Capital Management
Geode Capital Management
Massachusetts
$83.1M +$2.62M 4 0.06% Increased
30
Deutsche Bank
Deutsche Bank
Germany
$78.4M +$12.6M 4 0.06% Increased
31
ORI
Oak Ridge Investments
Illinois
$70.2M +$61.4M 2 1.76% New
32
Victory Capital Management
Victory Capital Management
Texas
$69.2M +$15.9M 3 0.47% Increased
33
LCS
Levin Capital Strategies
New York
$68.5M -$5.87M 3 1.15% Reduced
34
Axa
Axa
France
$67.9M -$1.17M 2 0.3% Reduced
35
SIM
Stelliam Investment Management
New York
$66M +$11.1M 1 2.18% Increased
36
Millennium Management
Millennium Management
New York
$65.9M +$39.7M 4 0.19% Increased
37
SAM
Scopus Asset Management
New York
$64M +$9.5M 2 1.73% Increased
38
Morgan Stanley
Morgan Stanley
New York
$63.4M -$4.14M 4 0.03% Reduced
39
BlackRock Group
BlackRock Group
United Kingdom
$62M -$3.24M 4 0.04% Reduced
40
Principal Financial Group
Principal Financial Group
Iowa
$61.3M -$11.4M 3 0.11% Reduced
41
VOYA Investment Management
VOYA Investment Management
Georgia
$61.3M +$44.4M 4 0.14% Increased
42
Glenmede Trust
Glenmede Trust
Pennsylvania
$60.2M +$8.22M 4 0.56% Increased
43
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$59.5M +$51.6M 4 0.08% Increased
44
USS Investment Management
USS Investment Management
United Kingdom
$59.4M $0 1 1.07% Maintained
45
Macquarie Group
Macquarie Group
Australia
$58.1M +$25.6M 4 0.1% Increased
46
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$56.1M +$9.91M 4 0.04% Increased
47
Neuberger Berman Group
Neuberger Berman Group
New York
$55.1M -$23.9K 2 0.06% Reduced
48
PM
Pembroke Management
Quebec, Canada
$54.7M -$269K 1 4.53% Reduced
49
Westfield Capital Management
Westfield Capital Management
Massachusetts
$52.7M +$46M 1 0.32% New
50
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$52.6M -$3.16M 3 0.15% Reduced
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