← 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$463M -$5.15M 4 0.9% Reduced
27
Select Equity Group
Select Equity Group
New York
$395M +$136M 2 1.65% Increased
28
HCC
Hill City Capital
Massachusetts
$367M +$1.44M 1 18.16% Increased
29
Swedbank
Swedbank
Sweden
$357M -$90.4M 4 0.4% Reduced
30
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$357M -$2.93M 2 0.23% Reduced
31
Deutsche Bank
Deutsche Bank
Germany
$344M -$42M 5 0.13% Reduced
32
Legal & General Group
Legal & General Group
United Kingdom
$338M -$5.71M 5 0.08% Reduced
33
Raymond James Financial
Raymond James Financial
Florida
$316M +$16M 5 0.11% Increased
34
AllianceBernstein
AllianceBernstein
Tennessee
$312M -$99.1M 5 0.1% Reduced
35
Macquarie Group
Macquarie Group
Australia
$305M -$20M 4 0.37% Reduced
36
Ameriprise
Ameriprise
Minnesota
$291M -$7.74M 5 0.07% Reduced
37
Millennium Management
Millennium Management
New York
$291M +$18.4M 5 0.14% Increased
38
Hood River Capital Management
Hood River Capital Management
Florida
$288M +$19.9M 1 4.03% Increased
39
VOYA Investment Management
VOYA Investment Management
Georgia
$284M +$40.2M 5 0.28% Increased
40
Federated Hermes
Federated Hermes
Pennsylvania
$274M +$36M 3 0.52% Increased
41
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$268M -$107M 4 0.09% Reduced
42
Alkeon Capital Management
Alkeon Capital Management
New York
$265M $0 1 0.44% Maintained
43
Pictet Asset Management
Pictet Asset Management
Switzerland
$265M +$35.4M 5 0.27% Increased
44
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$231M +$2.15M 5 0.15% Increased
45
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$226M +$64.9M 5 0.03% Increased
46
AQR Capital Management
AQR Capital Management
Connecticut
$223M +$15.6M 5 0.18% Increased
47
Citigroup
Citigroup
New York
$222M -$15.2M 5 0.11% Reduced
48
Principal Financial Group
Principal Financial Group
Iowa
$218M +$18.3M 5 0.12% Increased
49
Electron Capital Partners
Electron Capital Partners
New York
$215M -$3.83M 2 11.5% Reduced
50
Swiss National Bank
Swiss National Bank
Switzerland
$210M +$9.8M 5 0.13% Increased