← 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
$607M +$18.1M 4 0.04% Increased
2
State Street
State Street
Massachusetts
$314M +$28.4M 4 0.03% Increased
3
Invesco
Invesco
Georgia
$293M +$14.3M 4 0.11% Increased
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$245M +$1.33M 4 0.04% Increased
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$178M +$13.4M 4 0.12% Increased
6
1832 Asset Management
1832 Asset Management
Ontario, Canada
$176M +$32.7M 2 0.55% Increased
7
Frontier Capital Management
Frontier Capital Management
Massachusetts
$164M +$3.04M 3 1.21% Increased
8
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$161M +$15.9M 4 0.04% Increased
9
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$124M -$76.7M 3 0.03% Reduced
10
Citadel Advisors
Citadel Advisors
Florida
$121M +$126M 3 0.12% Increased
11
Peconic Partners
Peconic Partners
New York
$121M -$37.6M 3 26.24% Reduced
12
Northern Trust
Northern Trust
Illinois
$116M -$4.86M 4 0.04% Reduced
13
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$113M +$7.85M 1 0.56% Increased
14
Goldman Sachs
Goldman Sachs
New York
$110M -$14.8M 3 0.03% Reduced
15
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$110M +$25M 2 0.42% Increased
16
Jennison Associates
Jennison Associates
New York
$108M +$80.1M 1 0.1% Increased
17
Bank of New York Mellon
Bank of New York Mellon
New York
$107M -$1.44M 4 0.03% Reduced
18
Macquarie Group
Macquarie Group
Australia
$99.1M +$19.2M 4 0.2% Increased
19
JP Morgan Chase
JP Morgan Chase
New York
$95.7M +$58.9M 3 0.02% Increased
20
Morgan Stanley
Morgan Stanley
New York
$92.3M +$61.9M 4 0.03% Increased
21
Guggenheim Capital
Guggenheim Capital
Illinois
$88.4M +$9.96M 1 0.22% Increased
22
Wells Fargo
Wells Fargo
California
$84.6M -$59.6M 4 0.03% Reduced
23
Point72 Asset Management
Point72 Asset Management
Connecticut
$82.7M +$40.9M 3 0.58% Increased
24
Victory Capital Management
Victory Capital Management
Texas
$79.3M +$39.3M 3 0.29% Increased
25
Stifel Financial
Stifel Financial
Missouri
$73.1M +$51.4M 3 0.41% Increased