← 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
$788M +$24.9M 4 0.07% Increased
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$656M -$83.2M 3 0.15% Reduced
3
State Street
State Street
Massachusetts
$382M -$13.5M 4 0.04% Reduced
4
Fidelity Investments
Fidelity Investments
Massachusetts
$382M +$180M 3 0.05% Increased
5
Frontier Capital Management
Frontier Capital Management
Massachusetts
$345M -$4.62M 3 2.5% Reduced
6
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$330M -$64.8M 4 0.06% Reduced
7
Invesco
Invesco
Georgia
$251M -$18.9M 4 0.1% Reduced
8
Peconic Partners
Peconic Partners
New York
$230M -$1.83M 3 21.79% Reduced
9
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$214M +$5.3M 4 0.16% Increased
10
Wells Fargo
Wells Fargo
California
$213M -$2.33M 4 0.09% Reduced
11
American Century Companies
American Century Companies
Missouri
$206M -$65M 2 0.24% Reduced
12
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$203M +$1.3M 4 0.06% Increased
13
Northern Trust
Northern Trust
Illinois
$164M +$1.73M 4 0.05% Increased
14
Goldman Sachs
Goldman Sachs
New York
$153M -$2.11M 4 0.05% Reduced
15
1832 Asset Management
1832 Asset Management
Ontario, Canada
$152M +$8.57M 1 0.52% Increased
16
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$142M -$4.04M 1 0.56% Reduced
17
Bessemer Group
Bessemer Group
New Jersey
$137M +$6.26K 2 0.93% Increased
18
Ameriprise
Ameriprise
Minnesota
$133M +$4.28M 3 0.08% Increased
19
Allianz Asset Management
Allianz Asset Management
Germany
$125M +$38.1M 2 0.15% Increased
20
Bank of New York Mellon
Bank of New York Mellon
New York
$112M -$13.3M 4 0.03% Reduced
21
HAM
HHR Asset Management
New Jersey
$107M -$908K 2 4.39% Reduced
22
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$104M -$6.31M 2 1.56% Reduced
23
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$103M -$39.6M 2 0.49% Reduced
24
Guggenheim Capital
Guggenheim Capital
Illinois
$101M -$17.7M 1 0.29% Reduced
25
RIM
Rainier Investment Management
Washington
$93.1M -$26.4M 2 1.11% Reduced