← 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
76
Citigroup
Citigroup
New York
$284M +$31.1M 5 0.09% Increased
77
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$283M $0 2 0.48% Maintained
78
Stifel Financial
Stifel Financial
Missouri
$281M +$4.45M 5 0.23% Increased
79
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$278M -$301M 2 0.76% Reduced
80
LPL Financial
LPL Financial
California
$277M +$23.8M 5 0.06% Increased
81
GGHC
Gilder Gagnon Howe & Co
New York
$272M +$3.01M 1 2.81% Increased
82
California Public Employees Retirement System
California Public Employees Retirement System
California
$271M +$14.6M 3 0.15% Increased
83
Allspring Global Investments
Allspring Global Investments
North Carolina
$269M +$8.5M 5 0.41% Increased
84
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$253M -$2.05M 5 0.12% Reduced
85
Bank of Montreal
Bank of Montreal
Ontario, Canada
$241M +$17.7M 5 0.08% Increased
86
FACM
Forest Avenue Capital Management
Florida
$241M +$8.18M 2 10.11% Increased
87
Fisher Asset Management
Fisher Asset Management
Washington
$238M -$19.1M 2 0.07% Reduced
88
Robeco Schweiz
Robeco Schweiz
Switzerland
$235M +$2.13M 1 3.77% Increased
89
Pictet Asset Management
Pictet Asset Management
Switzerland
$234M -$132M 5 0.22% Reduced
90
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$233M -$46.4M 3 0.22% Reduced
91
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$232M -$21.6M 5 0.45% Reduced
92
Fidelity International
Fidelity International
Bermuda
$228M -$28.5M 2 0.16% Reduced
93
BAMCO Inc
BAMCO Inc
New York
$227M -$6.87M 1 0.34% Reduced
94
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$225M +$8.88M 5 0.21% Increased
95
National Pension Service
National Pension Service
South Korea
$225M +$17.7M 1 0.14% Increased
96
Envestnet Asset Management
Envestnet Asset Management
Illinois
$224M +$11.5M 5 0.05% Increased
97
Vanguard Asset Management
Vanguard Asset Management
$223M +$14.4M 5 0.15% Increased
98
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$216M +$2.57M 4 0.41% Increased
99
Coatue Management
Coatue Management
New York
$215M -$25.4M 1 0.44% Reduced
100
Munro Partners
Munro Partners
Australia
$214M +$124M 2 4.72% Increased
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