← 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
$610M +$23.5M 4 0.04% Increased
2
State Street
State Street
Massachusetts
$284M -$24.7M 4 0.03% Reduced
3
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$241M +$5.08M 4 0.04% Increased
4
Invesco
Invesco
Georgia
$207M -$72.3M 4 0.08% Reduced
5
Citadel Advisors
Citadel Advisors
Florida
$182M +$61.8M 3 0.17% Increased
6
1832 Asset Management
1832 Asset Management
Ontario, Canada
$178M +$4.93M 2 0.67% Increased
7
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$176M +$7.2M 4 0.11% Increased
8
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$153M +$1.37M 4 0.04% Increased
9
Point72 Asset Management
Point72 Asset Management
Connecticut
$140M +$57.6M 2 0.96% Increased
10
Jennison Associates
Jennison Associates
New York
$139M +$30.1M 1 0.13% Increased
11
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$115M +$1.24M 1 0.63% Increased
12
Artisan Partners
Artisan Partners
Wisconsin
$111M +$92.5M 2 0.2% Increased
13
Frontier Capital Management
Frontier Capital Management
Massachusetts
$109M -$36.1M 3 0.78% Reduced
14
Macquarie Group
Macquarie Group
Australia
$107M +$26.4M 4 0.21% Increased
15
Peconic Partners
Peconic Partners
New York
$107M -$7.17M 2 16.61% Reduced
16
Northern Trust
Northern Trust
Illinois
$106M -$5.49M 4 0.03% Reduced
17
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$91.7M -$7.71M 2 0.36% Reduced
18
SIM
Stelliam Investment Management
New York
$89.4M +$87.8M 1 2.01% New
19
CC
Carlson Capital
Texas
$87.9M +$66.8M 1 0.98% Increased
20
JP Morgan Chase
JP Morgan Chase
New York
$76.8M -$15.6M 3 0.02% Reduced
21
Millennium Management
Millennium Management
New York
$76.2M +$41.4M 4 0.14% Increased
22
Bank of New York Mellon
Bank of New York Mellon
New York
$76M -$27.9M 4 0.02% Reduced
23
Deutsche Bank
Deutsche Bank
Germany
$74.3M +$23.3M 4 0.05% Increased
24
Credit Suisse
Credit Suisse
Switzerland
$73.9M +$39.7M 4 0.07% Increased
25
Royce & Associates
Royce & Associates
New York
$70.5M +$3.77M 2 0.27% Increased