← 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
VOYA Investment Management
VOYA Investment Management
Georgia
$82.6M +$25.5M 4 0.19% Increased
27
American Century Companies
American Century Companies
Missouri
$80.7M -$103M 2 0.09% Reduced
28
Deutsche Bank
Deutsche Bank
Germany
$75M +$3.66M 4 0.05% Increased
29
Geode Capital Management
Geode Capital Management
Massachusetts
$74.3M -$662K 4 0.05% Reduced
30
PM
Pembroke Management
Quebec, Canada
$71.6M +$35.8M 2 5.54% Increased
31
LCS
Levin Capital Strategies
New York
$62.3M +$3.77M 3 0.96% Increased
32
Victory Capital Management
Victory Capital Management
Texas
$62M +$7.93M 2 0.42% Increased
33
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$61.3M +$5.53M 4 0.08% Increased
34
City National Bank
City National Bank
Delaware
$59.3M +$22.1M 1 0.54% Increased
35
Fred Alger Management
Fred Alger Management
New York
$59.1M -$21M 2 0.29% Reduced
36
Renaissance Technologies
Renaissance Technologies
New York
$57.8M +$28M 3 0.13% Increased
37
BlackRock Group
BlackRock Group
United Kingdom
$56.8M -$1.14M 4 0.03% Reduced
38
USS Investment Management
USS Investment Management
United Kingdom
$55.7M $0 1 0.96% Maintained
39
SIM
Stelliam Investment Management
New York
$55.2M -$6.58M 1 1.48% Reduced
40
CIM
Corbyn Investment Management
Maryland
$54.3M +$19.7M 2 8.69% Increased
41
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$53.8M +$29.9M 1 0.3% Increased
42
Millennium Management
Millennium Management
New York
$53.7M -$1.1M 4 0.15% Reduced
43
Morgan Stanley
Morgan Stanley
New York
$53.5M +$1.54M 4 0.02% Increased
44
Neuberger Berman Group
Neuberger Berman Group
New York
$51.1M -$1.38M 2 0.05% Reduced
45
ORI
Oak Ridge Investments
Illinois
$50.8M +$279K 2 1.21% Increased
46
SAM
Scopus Asset Management
New York
$50.7M -$10.3M 1 1.15% Reduced
47
Munder Capital Management
Munder Capital Management
Michigan
$50.5M +$7.35M 3 0.36% Increased
48
Point72 Asset Management
Point72 Asset Management
Connecticut
$50.3M +$50.4M 1 0.32% New
49
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$50.1M +$7.85M 3 0.06% Increased
50
Glenmede Trust
Glenmede Trust
Pennsylvania
$49M -$1.29M 3 0.44% Reduced
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