← 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
$508M +$24.2M 4 0.03% Increased
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$277M +$23M 4 0.17% Increased
3
State Street
State Street
Massachusetts
$201M -$814K 4 0.02% Reduced
4
JP Morgan Chase
JP Morgan Chase
New York
$194M +$167M 3 0.05% Increased
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$170M -$2.54M 4 0.03% Reduced
6
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$140M -$3.39M 4 0.03% Reduced
7
Frontier Capital Management
Frontier Capital Management
Massachusetts
$133M +$14.2M 2 1.06% Increased
8
Macquarie Group
Macquarie Group
Australia
$121M -$5.41M 4 0.24% Reduced
9
Invesco
Invesco
Georgia
$116M +$490K 4 0.05% Increased
10
Artisan Partners
Artisan Partners
Wisconsin
$113M -$45.2M 2 0.23% Reduced
11
Bank of New York Mellon
Bank of New York Mellon
New York
$112M +$11.9M 4 0.03% Increased
12
1832 Asset Management
1832 Asset Management
Ontario, Canada
$106M -$46.7M 2 0.26% Reduced
13
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$99.3M +$87.2M 1 5.86% New
14
Peconic Partners
Peconic Partners
New York
$98.8M -$59.3M 1 21.43% Reduced
15
Jennison Associates
Jennison Associates
New York
$87.9M -$6.1M 1 0.09% Reduced
16
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$81.4M -$2.27M 2 0.12% Reduced
17
Northern Trust
Northern Trust
Illinois
$78.3M +$1.85M 4 0.03% Increased
18
AllianceBernstein
AllianceBernstein
Tennessee
$73.9M -$810K 4 0.06% Reduced
19
Wellington Management Group
Wellington Management Group
Massachusetts
$72.5M +$8.23M 3 0.02% Increased
20
Geode Capital Management
Geode Capital Management
Massachusetts
$58.8M +$2.43M 4 0.03% Increased
21
DCM
Daruma Capital Management
New York
$58.1M +$4.21M 1 3.64% Increased
22
Deutsche Bank
Deutsche Bank
Germany
$56.9M -$13.3M 4 0.04% Reduced
23
Royce & Associates
Royce & Associates
New York
$52.6M -$4.98M 3 0.33% Reduced
24
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$52.5M +$12.1M 1 0.05% Increased
25
Ameriprise
Ameriprise
Minnesota
$51.1M -$15.6M 4 0.03% Reduced