← 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
$427M -$57.4M 4 0.03% Reduced
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$218M +$21.9M 4 0.14% Increased
3
State Street
State Street
Massachusetts
$180M +$148M 4 0.02% Increased
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$153M -$17.9M 4 0.03% Reduced
5
Peconic Partners
Peconic Partners
New York
$151M +$9.05M 2 50.05% Increased
6
Artisan Partners
Artisan Partners
Wisconsin
$147M -$20.3M 2 0.29% Reduced
7
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$126M -$8.06M 4 0.03% Reduced
8
Macquarie Group
Macquarie Group
Australia
$112M +$712K 4 0.23% Increased
9
1832 Asset Management
1832 Asset Management
Ontario, Canada
$105M -$30.9M 2 0.45% Reduced
10
Invesco
Invesco
Georgia
$103M +$24.3M 4 0.04% Increased
11
Frontier Capital Management
Frontier Capital Management
Massachusetts
$100M -$9.05M 2 0.83% Reduced
12
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$89.5M +$7.24M 1 0.9% Increased
13
Bank of New York Mellon
Bank of New York Mellon
New York
$87.9M +$36.3M 4 0.03% Increased
14
KIG
Kovitz Investment Group
Illinois
$85.6M +$14M 1 5.27% Increased
15
Jennison Associates
Jennison Associates
New York
$85.1M -$10.4M 1 0.08% Reduced
16
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$75.9M -$419K 2 0.11% Reduced
17
Northern Trust
Northern Trust
Illinois
$67.5M -$11.1M 4 0.02% Reduced
18
AllianceBernstein
AllianceBernstein
Tennessee
$67M +$6.92M 4 0.06% Increased
19
Deutsche Bank
Deutsche Bank
Germany
$63.8M +$7.19M 4 0.04% Increased
20
Bank of America
Bank of America
North Carolina
$62.4M -$10.1M 4 0.01% Reduced
21
Ameriprise
Ameriprise
Minnesota
$61M -$8.87M 4 0.04% Reduced
22
Wellington Management Group
Wellington Management Group
Massachusetts
$57.1M +$1.69M 2 0.02% Increased
23
Acadian Asset Management
Acadian Asset Management
Massachusetts
$53.1M +$52.8M 3 0.28% Increased
24
Geode Capital Management
Geode Capital Management
Massachusetts
$49.8M +$1.01M 4 0.03% Increased
25
Royce & Associates
Royce & Associates
New York
$48.6M +$901K 3 0.29% Increased