← 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
$710M +$4.75M 4 0.06% Increased
2
State Street
State Street
Massachusetts
$355M +$5.43M 4 0.04% Increased
3
Fidelity Investments
Fidelity Investments
Massachusetts
$319M +$21M 3 0.04% Increased
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$298M +$3.85M 4 0.05% Increased
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$273M -$342M 3 0.06% Reduced
6
Invesco
Invesco
Georgia
$219M +$11.8M 4 0.09% Increased
7
Frontier Capital Management
Frontier Capital Management
Massachusetts
$217M -$67.7M 3 1.59% Reduced
8
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$202M +$15.7M 4 0.14% Increased
9
Wells Fargo
Wells Fargo
California
$188M -$8.01M 4 0.08% Reduced
10
Peconic Partners
Peconic Partners
New York
$188M -$7.42M 3 21.36% Reduced
11
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$176M -$1.63M 4 0.05% Reduced
12
Norges Bank
Norges Bank
Norway
$156M +$83.6M 3 0.04% Increased
13
Goldman Sachs
Goldman Sachs
New York
$148M +$5.04M 4 0.05% Increased
14
1832 Asset Management
1832 Asset Management
Ontario, Canada
$143M +$921K 2 0.45% Increased
15
Northern Trust
Northern Trust
Illinois
$137M -$9.8M 4 0.04% Reduced
16
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$131M -$2.42M 1 0.53% Reduced
17
Allianz Asset Management
Allianz Asset Management
Germany
$129M +$13.5M 3 0.16% Increased
18
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$127M +$141M 2 0.51% New
19
STRS Ohio
STRS Ohio
Ohio
$104M +$28.8M 3 0.46% Increased
20
Bank of New York Mellon
Bank of New York Mellon
New York
$101M -$1.32M 4 0.03% Reduced
21
Principal Financial Group
Principal Financial Group
Iowa
$100M +$46.3M 3 0.17% Increased
22
Guggenheim Capital
Guggenheim Capital
Illinois
$97.3M +$2.86M 1 0.25% Increased
23
Ameriprise
Ameriprise
Minnesota
$97.3M -$6.12M 3 0.06% Reduced
24
Axa
Axa
France
$96.7M +$32.1M 1 0.4% Increased
25
Macquarie Group
Macquarie Group
Australia
$85.4M +$43M 4 0.19% Increased