← 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
$65.6M -$3.35M 4 0.03% Reduced
27
Guggenheim Capital
Guggenheim Capital
Illinois
$63.3M -$25.2M 1 0.15% Reduced
28
Geode Capital Management
Geode Capital Management
Massachusetts
$62.7M +$1.02M 4 0.04% Increased
29
Stifel Financial
Stifel Financial
Missouri
$62.2M +$459K 3 0.34% Increased
30
Victory Capital Management
Victory Capital Management
Texas
$58.7M -$3.38M 3 0.21% Reduced
31
City National Bank
City National Bank
Delaware
$57.4M +$7.34M 1 0.48% Increased
32
Fidelity Investments
Fidelity Investments
Massachusetts
$56.3M -$2.88M 1 0.01% Reduced
33
LCS
Levin Capital Strategies
New York
$55.3M +$421K 3 0.83% Increased
34
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$51.9M -$71.4M 3 0.01% Reduced
35
BlackRock Group
BlackRock Group
United Kingdom
$51.2M +$2.43M 4 0.03% Increased
36
Highbridge Capital Management
Highbridge Capital Management
New York
$51.2M -$996K 3 0.71% Reduced
37
LM
Luminus Management
Texas
$50.5M -$2.2M 2 1.79% Reduced
38
Morgan Stanley
Morgan Stanley
New York
$47.5M -$38.9M 4 0.02% Reduced
39
Goldman Sachs
Goldman Sachs
New York
$47.3M -$63.5M 4 0.02% Reduced
40
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$46.7M +$11.8M 2 0.19% Increased
41
Ameriprise
Ameriprise
Minnesota
$46.5M +$3.56M 4 0.03% Increased
42
USS Investment Management
USS Investment Management
United Kingdom
$45.9M $0 1 0.75% Maintained
43
KIG
Kovitz Investment Group
Illinois
$44.1M +$2.91M 1 2.42% Increased
44
Renaissance Technologies
Renaissance Technologies
New York
$42.8M +$32.9M 4 0.09% Increased
45
First Trust Advisors
First Trust Advisors
Illinois
$42.6M +$6.41M 3 0.13% Increased
46
PM
Pembroke Management
Quebec, Canada
$42.4M -$4.06M 2 2.67% Reduced
47
HCM
Hahn Capital Management
California
$40.4M +$7.67M 1 3.52% Increased
48
Bank of America
Bank of America
North Carolina
$39.6M +$10.6M 4 0.01% Increased
49
CIM
Corbyn Investment Management
Maryland
$39.2M -$8.66M 2 8.77% Reduced
50
ACM
Argent Capital Management
Missouri
$38.2M +$444K 1 1.73% Increased
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