← 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
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$74.8M +$7.21M 4 0.05% Increased
27
AQR Capital Management
AQR Capital Management
Connecticut
$73.9M +$566K 4 0.09% Increased
28
Prudential Financial
Prudential Financial
New Jersey
$72M -$5M 4 0.1% Reduced
29
Invesco
Invesco
Georgia
$71.6M -$4.8M 4 0.03% Reduced
30
Wellington Management Group
Wellington Management Group
Massachusetts
$70.5M -$16.2M 1 0.02% Reduced
31
Wells Fargo
Wells Fargo
California
$68M +$2.09M 4 0.02% Increased
32
Charles Schwab
Charles Schwab
California
$67.4M +$4.22M 4 0.06% Increased
33
Ameriprise
Ameriprise
Minnesota
$67.1M +$1.35M 4 0.03% Increased
34
Goldman Sachs
Goldman Sachs
New York
$66.8M +$2.81M 4 0.02% Increased
35
OppenheimerFunds
OppenheimerFunds
New York
$65.6M +$6.09M 3 0.08% Increased
36
Guggenheim Capital
Guggenheim Capital
Illinois
$65.4M -$5.21M 3 0.15% Reduced
37
1C
1060 Capital
Colorado
$64.3M +$14.5M 2 10.96% Increased
38
Deutsche Bank
Deutsche Bank
Germany
$63.4M -$6.73M 4 0.04% Reduced
39
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$63M +$18.9K 2 0.39% Increased
40
LM
Luminus Management
Texas
$61M +$46.2M 2 1.61% Increased
41
First Trust Advisors
First Trust Advisors
Illinois
$57.1M -$509K 4 0.15% Reduced
42
Russell Investments Group
Russell Investments Group
United Kingdom
$54.3M +$7.09M 4 0.09% Increased
43
JP Morgan Chase
JP Morgan Chase
New York
$53.2M +$7.27M 4 0.01% Increased
44
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$53.2M -$15M 1 1.91% Reduced
45
Homestead Advisers
Homestead Advisers
Virginia
$51.9M $0 1 0.79% Maintained
46
Glenmede Trust
Glenmede Trust
Pennsylvania
$48.9M +$4.29M 4 0.21% Increased
47
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$41.9M -$1.44M 3 0.09% Reduced
48
Teachers Advisors
Teachers Advisors
New York
$41.7M +$20.5M 4 0.06% Increased
49
Stifel Financial
Stifel Financial
Missouri
$40.5M +$1.02M 2 0.14% Increased
50
Principal Financial Group
Principal Financial Group
Iowa
$39.6M -$1.17M 4 0.04% Reduced