← 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
Vanguard Group
Vanguard Group
Pennsylvania
$648M +$18.7M 4 0.06% Increased
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$640M -$49.9M 3 0.15% Reduced
3
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$344M +$52.6M 4 0.06% Increased
4
State Street
State Street
Massachusetts
$340M +$7.8M 4 0.04% Increased
5
Frontier Capital Management
Frontier Capital Management
Massachusetts
$286M -$7.2M 3 2.12% Reduced
6
Invesco
Invesco
Georgia
$225M +$12.5M 4 0.09% Increased
7
American Century Companies
American Century Companies
Missouri
$224M -$1.35M 2 0.26% Reduced
8
Peconic Partners
Peconic Partners
New York
$189M +$43.3M 3 19.7% Increased
9
Wells Fargo
Wells Fargo
California
$188M -$1.7M 4 0.08% Reduced
10
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$180M +$16M 4 0.14% Increased
11
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$173M -$1.74M 4 0.05% Reduced
12
Fred Alger Management
Fred Alger Management
New York
$148M -$21.2M 2 0.75% Reduced
13
Fidelity Investments
Fidelity Investments
Massachusetts
$143M +$7.23M 3 0.02% Increased
14
Northern Trust
Northern Trust
Illinois
$139M +$1.13M 4 0.04% Increased
15
Goldman Sachs
Goldman Sachs
New York
$136M -$56.1M 4 0.04% Reduced
16
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$126M -$882K 1 0.48% Reduced
17
1832 Asset Management
1832 Asset Management
Ontario, Canada
$122M +$34.7M 1 0.47% Increased
18
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$120M +$7.87M 2 0.56% Increased
19
Bank of New York Mellon
Bank of New York Mellon
New York
$109M -$9.87M 4 0.03% Reduced
20
Ameriprise
Ameriprise
Minnesota
$104M +$9.43M 3 0.06% Increased
21
Bessemer Group
Bessemer Group
New Jersey
$104M $0 2 0.74% Maintained
22
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$103M +$18.2M 2 0.6% Increased
23
Guggenheim Capital
Guggenheim Capital
Illinois
$103M -$5.03M 2 0.31% Reduced
24
RIM
Rainier Investment Management
Washington
$100M -$17M 2 1.04% Reduced
25
HAM
HHR Asset Management
New Jersey
$93.5M -$1.57M 2 3.77% Reduced