← 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
$640M +$16.7M 4 0.04% Increased
2
Citadel Advisors
Citadel Advisors
Florida
$242M +$58M 4 0.21% Increased
3
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$228M -$17.5M 4 0.04% Reduced
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$202M +$20.6M 4 0.12% Increased
5
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$172M +$14.4M 4 0.04% Increased
6
1832 Asset Management
1832 Asset Management
Ontario, Canada
$171M -$8.22M 2 0.58% Reduced
7
Jennison Associates
Jennison Associates
New York
$136M -$4.86M 1 0.12% Reduced
8
Peconic Partners
Peconic Partners
New York
$130M +$21.4M 2 21.1% Increased
9
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$118M +$1.41M 1 0.76% Increased
10
Macquarie Group
Macquarie Group
Australia
$116M +$2.23M 4 0.23% Increased
11
Artisan Partners
Artisan Partners
Wisconsin
$114M +$2.87M 2 0.21% Increased
12
Frontier Capital Management
Frontier Capital Management
Massachusetts
$114M +$501K 3 0.82% Increased
13
Northern Trust
Northern Trust
Illinois
$107M -$1.29M 4 0.03% Reduced
14
SIM
Stelliam Investment Management
New York
$102M +$12.3M 1 2.17% Increased
15
Point72 Asset Management
Point72 Asset Management
Connecticut
$101M -$42.7M 2 0.7% Reduced
16
Invesco
Invesco
Georgia
$97.6M -$114M 4 0.04% Reduced
17
Ameriprise
Ameriprise
Minnesota
$95.7M +$47.7M 4 0.05% Increased
18
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$94.7M +$935K 2 0.36% Increased
19
Credit Suisse
Credit Suisse
Switzerland
$89.2M +$14M 4 0.09% Increased
20
Bank of New York Mellon
Bank of New York Mellon
New York
$79.4M +$1.91M 4 0.02% Increased
21
Royce & Associates
Royce & Associates
New York
$71.4M +$1.42M 3 0.3% Increased
22
Bank of America
Bank of America
North Carolina
$68.2M +$28.6M 4 0.02% Increased
23
Norges Bank
Norges Bank
Norway
$66.9M -$352K 4 0.03% Reduced
24
Geode Capital Management
Geode Capital Management
Massachusetts
$64.4M +$414K 4 0.04% Increased
25
Balyasny Asset Management
Balyasny Asset Management
Illinois
$59M +$55.3M 1 0.36% Increased