← 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
Jennison Associates
Jennison Associates
New York
$67.9M -$1.72M 1 0.07% Reduced
27
Citadel Advisors
Citadel Advisors
Florida
$67.3M +$28.9M 3 0.06% Increased
28
AQR Capital Management
AQR Capital Management
Connecticut
$66.3M -$22.3M 3 0.09% Reduced
29
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$66M -$6.82M 2 0.1% Reduced
30
Morgan Stanley
Morgan Stanley
New York
$65M +$23.5M 4 0.02% Increased
31
Guggenheim Capital
Guggenheim Capital
Illinois
$62.8M +$4.54M 3 0.17% Increased
32
Deutsche Bank
Deutsche Bank
Germany
$62.4M +$10.5M 4 0.04% Increased
33
Ameriprise
Ameriprise
Minnesota
$61.9M -$298K 4 0.03% Reduced
34
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$61.3M -$6.86M 4 0.04% Reduced
35
Wells Fargo
Wells Fargo
California
$61M -$390K 4 0.02% Reduced
36
Point72 Asset Management
Point72 Asset Management
Connecticut
$59.7M +$23.1M 2 0.33% Increased
37
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$59.1M +$7.73M 1 2.14% Increased
38
Charles Schwab
Charles Schwab
California
$58M -$345K 4 0.05% Reduced
39
Goldman Sachs
Goldman Sachs
New York
$57.1M -$37.3M 4 0.01% Reduced
40
OppenheimerFunds
OppenheimerFunds
New York
$55.7M +$10.3M 3 0.07% Increased
41
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$55.5M +$3.93K 2 0.38% Increased
42
First Trust Advisors
First Trust Advisors
Illinois
$52.3M -$7.51M 4 0.14% Reduced
43
1C
1060 Capital
Colorado
$45.4M +$20.8M 2 10.39% Increased
44
JP Morgan Chase
JP Morgan Chase
New York
$45.3M -$17.6M 4 0.01% Reduced
45
Renaissance Technologies
Renaissance Technologies
New York
$45M +$34.4M 3 0.06% Increased
46
Homestead Advisers
Homestead Advisers
Virginia
$44M $0 1 0.69% Maintained
47
SCM
SG Capital Management
Illinois
$43.7M +$23M 1 7.76% Increased
48
Russell Investments Group
Russell Investments Group
United Kingdom
$43.7M +$8.35M 4 0.08% Increased
49
Principal Financial Group
Principal Financial Group
Iowa
$39.2M -$36.8M 4 0.04% Reduced
50
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$38.5M -$11M 3 0.09% Reduced