← 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
Ameriprise
Ameriprise
Minnesota
$79.9M -$16.3M 3 0.05% Reduced
27
Geode Capital Management
Geode Capital Management
Massachusetts
$75.8M -$593K 4 0.05% Reduced
28
Deutsche Bank
Deutsche Bank
Germany
$72.2M -$4.02M 4 0.04% Reduced
29
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$72.1M +$7.73M 4 0.09% Increased
30
Fred Alger Management
Fred Alger Management
New York
$71.6M +$9.48M 2 0.35% Increased
31
American Century Companies
American Century Companies
Missouri
$71.5M -$12.8M 1 0.08% Reduced
32
City National Bank
City National Bank
Delaware
$64M +$1.77M 1 0.59% Increased
33
Axa
Axa
France
$62.9M -$37.8M 1 0.27% Reduced
34
LCS
Levin Capital Strategies
New York
$61.9M -$1.28M 3 0.94% Reduced
35
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$60.6M +$22.3M 4 0.04% Increased
36
Munder Capital Management
Munder Capital Management
Michigan
$60.3M +$11.9M 3 0.45% Increased
37
BlackRock Group
BlackRock Group
United Kingdom
$58.6M -$894K 4 0.03% Reduced
38
USS Investment Management
USS Investment Management
United Kingdom
$58.4M $0 1 1.03% Maintained
39
Point72 Asset Management
Point72 Asset Management
Connecticut
$57.7M +$5.02M 2 0.43% Increased
40
Glenmede Trust
Glenmede Trust
Pennsylvania
$56.5M +$8.81M 3 0.5% Increased
41
Victory Capital Management
Victory Capital Management
Texas
$54.7M -$5.41M 2 0.41% Reduced
42
JP Morgan Chase
JP Morgan Chase
New York
$54.5M +$3.42M 2 0.01% Increased
43
CIM
Corbyn Investment Management
Maryland
$53.1M +$28.8K 2 9.68% Increased
44
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$52.8M +$4.91M 4 0.04% Increased
45
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$52.2M -$4.23M 1 0.3% Reduced
46
OppenheimerFunds
OppenheimerFunds
New York
$51.7M +$2.32M 2 0.06% Increased
47
SIM
Stelliam Investment Management
New York
$51.4M -$6.4M 1 1.36% Reduced
48
ORI
Oak Ridge Investments
Illinois
$49.9M -$764K 2 1.3% Reduced
49
1919 Investment Counsel
1919 Investment Counsel
Maryland
$49.4M +$2.69M 1 1.02% Increased
50
SAM
Scopus Asset Management
New York
$48.5M -$4.57M 1 0.99% Reduced
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