← 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
$534M -$3.69M 4 0.04% Reduced
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$209M +$42.1M 4 0.14% Increased
3
Artisan Partners
Artisan Partners
Wisconsin
$199M +$108M 2 0.4% Increased
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$189M -$3.43M 4 0.03% Reduced
5
Citadel Advisors
Citadel Advisors
Florida
$150M -$55.6M 4 0.14% Reduced
6
1832 Asset Management
1832 Asset Management
Ontario, Canada
$150M +$7.43M 2 0.63% Increased
7
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$146M +$938K 4 0.04% Increased
8
Peconic Partners
Peconic Partners
New York
$134M +$28.8M 2 21.83% Increased
9
Jennison Associates
Jennison Associates
New York
$113M -$459K 1 0.12% Reduced
10
Macquarie Group
Macquarie Group
Australia
$99.4M +$2.53M 4 0.21% Increased
11
Frontier Capital Management
Frontier Capital Management
Massachusetts
$99.1M +$5.94M 3 0.83% Increased
12
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$98.9M +$86.1K 1 0.79% Increased
13
Credit Suisse
Credit Suisse
Switzerland
$96.2M +$23.6M 4 0.12% Increased
14
Invesco
Invesco
Georgia
$87.4M +$4.47M 4 0.04% Increased
15
KIG
Kovitz Investment Group
Illinois
$86.5M +$39.1M 1 5.04% Increased
16
Northern Trust
Northern Trust
Illinois
$86.1M -$4.11M 4 0.03% Reduced
17
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$84.6M +$8.23M 2 0.36% Increased
18
SIM
Stelliam Investment Management
New York
$84.4M -$1.66M 1 2.1% Reduced
19
Bank of America
Bank of America
North Carolina
$83M +$27M 4 0.02% Increased
20
Ameriprise
Ameriprise
Minnesota
$73.1M -$8.15M 4 0.05% Reduced
21
AllianceBernstein
AllianceBernstein
Tennessee
$71.5M +$61.9M 4 0.06% Increased
22
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$63.2M +$55M 2 0.1% Increased
23
Bank of New York Mellon
Bank of New York Mellon
New York
$61.5M -$5.64M 4 0.02% Reduced
24
Deutsche Bank
Deutsche Bank
Germany
$61.3M +$16.8M 4 0.05% Increased
25
Norges Bank
Norges Bank
Norway
$57.6M +$1.65M 4 0.03% Increased