← 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
$71.3M -$5.2M 3 0.03% Reduced
27
Ameriprise
Ameriprise
Minnesota
$70.5M -$6.65M 4 0.04% Reduced
28
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$70M -$2M 1 0.1% Reduced
29
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$68.5M +$31.5M 4 0.05% Increased
30
Bank of America
Bank of America
North Carolina
$66.4M +$18.6M 4 0.01% Increased
31
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$65.7M -$12.1M 1 0.06% Reduced
32
Guggenheim Capital
Guggenheim Capital
Illinois
$61.4M +$8.77M 3 0.18% Increased
33
Deutsche Bank
Deutsche Bank
Germany
$61M +$5.16M 4 0.05% Increased
34
Hood River Capital Management
Hood River Capital Management
Florida
$56M +$20M 2 4.88% Increased
35
Glenmede Trust
Glenmede Trust
Pennsylvania
$55.4M +$20.7M 4 0.3% Increased
36
DCM
Daruma Capital Management
New York
$55.2M -$15.9M 1 3.15% Reduced
37
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$54.5M -$4.65M 3 0.13% Reduced
38
Russell Investments Group
Russell Investments Group
United Kingdom
$52M +$47.7M 4 0.1% New
39
First Trust Advisors
First Trust Advisors
Illinois
$50.8M +$33.2M 4 0.15% Increased
40
BlackRock Group
BlackRock Group
United Kingdom
$50.4M +$5.71M 4 0.02% Increased
41
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$50.4M +$24.9M 2 0.64% Increased
42
Charles Schwab
Charles Schwab
California
$49.5M -$4.79M 4 0.05% Reduced
43
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$46.3M -$10.9M 1 1.86% Reduced
44
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$46.1M -$13.3M 1 0.33% Reduced
45
Wells Fargo
Wells Fargo
California
$45.2M +$10M 4 0.02% Increased
46
Millennium Management
Millennium Management
New York
$42.8M -$13.1M 4 0.09% Reduced
47
Fidelity Investments
Fidelity Investments
Massachusetts
$40.8M +$18M 3 0.01% Increased
48
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$40.1M -$11.9M 1 0.78% Reduced
49
Homestead Advisers
Homestead Advisers
Virginia
$38.8M $0 1 0.61% Maintained
50
Putnam Investments
Putnam Investments
Massachusetts
$36.6M +$527K 3 0.09% Increased