← 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
Fidelity International
Fidelity International
Bermuda
$170M -$1.49M 1 0.2% Reduced
27
ECP
Electron Capital Partners
New York
$165M -$2.55M 2 7.73% Reduced
28
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$158M +$28.1M 2 0.46% Increased
29
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$149M +$239K 3 0.4% Increased
30
Energy Income Partners
Energy Income Partners
Connecticut
$148M +$1.77M 1 3.43% Increased
31
Bessemer Group
Bessemer Group
New Jersey
$147M +$30.3M 1 0.37% Increased
32
Nuveen
Nuveen
North Carolina
$143M +$18.7M 4 0.06% Increased
33
Franklin Resources
Franklin Resources
California
$141M +$69M 3 0.07% Increased
34
UBS Group
UBS Group
Switzerland
$139M -$11.3M 5 0.06% Reduced
35
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$139M -$18M 4 0.35% Reduced
36
DZ Bank
DZ Bank
Germany
$134M +$43.8M 2 0.24% Increased
37
LA
Legacy Advisors
Pennsylvania
$131M +$18.2M 1 27.55% Increased
38
Principal Financial Group
Principal Financial Group
Iowa
$126M +$8.33M 3 0.09% Increased
39
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$123M -$28.9M 2 1.89% Reduced
40
Neuberger Berman Group
Neuberger Berman Group
New York
$122M -$2.55M 1 0.12% Reduced
41
ClearBridge Investments
ClearBridge Investments
New York
$119M +$1.18M 2 0.11% Increased
42
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$114M -$3.25M 1 1.28% Reduced
43
UBS AM
UBS AM
Illinois
$109M +$6.06M 4 0.06% Increased
44
Wellington Management Group
Wellington Management Group
Massachusetts
$104M -$5.4M 2 0.02% Reduced
45
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$102M -$48.5M 4 0.1% Reduced
46
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$98.3M +$2.77M 1 0.03% Increased
47
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$96M +$94M 1 0.91% New
48
Legal & General Group
Legal & General Group
United Kingdom
$94.5M +$35.9M 4 0.03% Increased
49
Millennium Management
Millennium Management
New York
$94.2M -$47.5M 3 0.06% Reduced
50
Swiss National Bank
Swiss National Bank
Switzerland
$94.2M +$34.8M 4 0.06% Increased