← 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
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$605M -$14.6M 3 0.15% Reduced
2
Vanguard Group
Vanguard Group
Pennsylvania
$552M +$15.3M 4 0.05% Increased
3
State Street
State Street
Massachusetts
$291M +$3.38M 4 0.04% Increased
4
Frontier Capital Management
Frontier Capital Management
Massachusetts
$262M -$60.5M 3 2.02% Reduced
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$253M -$19.7M 4 0.05% Reduced
6
American Century Companies
American Century Companies
Missouri
$202M +$16.4M 2 0.25% Increased
7
Invesco
Invesco
Georgia
$189M +$486K 4 0.08% Increased
8
Goldman Sachs
Goldman Sachs
New York
$174M +$9.52M 4 0.06% Increased
9
Wells Fargo
Wells Fargo
California
$165M -$33.1M 4 0.08% Reduced
10
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$155M +$11.7M 4 0.05% Increased
11
Fred Alger Management
Fred Alger Management
New York
$147M +$35.6M 2 0.82% Increased
12
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$145M +$1.57M 4 0.13% Increased
13
Peconic Partners
Peconic Partners
New York
$128M +$945K 3 15.86% Increased
14
Fidelity Investments
Fidelity Investments
Massachusetts
$123M -$11.2M 2 0.02% Reduced
15
Northern Trust
Northern Trust
Illinois
$121M -$530K 4 0.04% Reduced
16
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$110M -$1.33M 1 0.44% Reduced
17
RIM
Rainier Investment Management
Washington
$106M +$8.42M 2 1.02% Increased
18
Bank of New York Mellon
Bank of New York Mellon
New York
$105M -$8.18M 4 0.03% Reduced
19
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$99.6M +$23.9M 2 0.48% Increased
20
Bessemer Group
Bessemer Group
New Jersey
$95.8M -$5.74K 2 0.78% Reduced
21
Guggenheim Capital
Guggenheim Capital
Illinois
$94.4M +$9.74M 1 0.34% Increased
22
HAM
HHR Asset Management
New Jersey
$83.7M -$241K 2 3.66% Reduced
23
Ameriprise
Ameriprise
Minnesota
$83.6M +$2.47M 4 0.05% Increased
24
1832 Asset Management
1832 Asset Management
Ontario, Canada
$74M +$71.4M 1 0.33% Increased
25
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$73.3M -$9.51M 2 1.23% Reduced
1
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