← 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
51
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$460M +$71.9M 5 0.16% Increased
52
Swedbank
Swedbank
Sweden
$459M -$88M 5 0.4% Reduced
53
Wells Fargo
Wells Fargo
California
$445M +$31.4M 5 0.07% Increased
54
AQR Capital Management
AQR Capital Management
Connecticut
$432M -$439K 5 0.15% Reduced
55
Swiss National Bank
Swiss National Bank
Switzerland
$419M +$8.21M 5 0.22% Increased
56
Millennium Management
Millennium Management
New York
$404M +$86.2M 4 0.15% Increased
57
Bessemer Group
Bessemer Group
New Jersey
$401M -$26.3M 5 0.55% Reduced
58
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$363M -$14M 3 0.44% Reduced
59
Truist Financial
Truist Financial
North Carolina
$362M +$3.93M 4 0.43% Increased
60
AGF Management
AGF Management
Ontario, Canada
$357M +$94.1M 2 1.39% Increased
61
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$354M -$42M 5 0.18% Reduced
62
Tidal Investments
Tidal Investments
Wisconsin
$346M +$52.8M 5 0.6% Increased
63
HSBC Holdings
HSBC Holdings
United Kingdom
$345M +$28.5M 5 0.14% Increased
64
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$329M -$14.5M 5 0.25% Reduced
65
Neuberger Berman Group
Neuberger Berman Group
New York
$321M -$63.4M 5 0.21% Reduced
66
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$318M -$225M 5 0.48% Reduced
67
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$317M +$42.1M 4 0.18% Increased
68
Principal Financial Group
Principal Financial Group
Iowa
$313M -$78.8M 5 0.15% Reduced
69
Vontobel Holding
Vontobel Holding
Switzerland
$311M +$144M 4 0.99% Increased
70
Storebrand Asset Management
Storebrand Asset Management
Norway
$309M -$34.4M 3 0.76% Reduced
71
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$307M +$46M 2 0.18% Increased
72
ECP
Electron Capital Partners
New York
$306M +$19M 3 12.21% Increased
73
Winslow Capital Management
Winslow Capital Management
Minnesota
$303M -$190M 1 1.04% Reduced
74
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$294M +$46.7M 5 0.16% Increased
75
Alkeon Capital Management
Alkeon Capital Management
New York
$289M $0 1 0.39% Maintained