← 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
$506M -$2.91M 4 0.03% Reduced
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$303M +$24.8M 4 0.17% Increased
3
State Street
State Street
Massachusetts
$167M -$36.2M 4 0.02% Reduced
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$158M -$12M 4 0.03% Reduced
5
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$135M -$3.47M 4 0.03% Reduced
6
Frontier Capital Management
Frontier Capital Management
Massachusetts
$127M -$8.79M 2 1.05% Reduced
7
Macquarie Group
Macquarie Group
Australia
$124M +$6.23M 3 0.24% Increased
8
AL
AJO LP
Pennsylvania
$116M +$99.1M 2 0.52% Increased
9
Invesco
Invesco
Georgia
$111M -$2.19M 4 0.04% Reduced
10
Peconic Partners
Peconic Partners
New York
$109M -$193K 1 13.5% Reduced
11
Bank of New York Mellon
Bank of New York Mellon
New York
$108M -$5.57M 4 0.03% Reduced
12
Jennison Associates
Jennison Associates
New York
$91.7M +$1.58M 1 0.1% Increased
13
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$87.1M -$6.35M 1 6.04% Reduced
14
AllianceBernstein
AllianceBernstein
Tennessee
$84.9M +$9.43M 4 0.07% Increased
15
Northern Trust
Northern Trust
Illinois
$74.8M -$3.7M 4 0.02% Reduced
16
Wellington Management Group
Wellington Management Group
Massachusetts
$68.3M +$10.1M 3 0.02% Increased
17
AQR Capital Management
AQR Capital Management
Connecticut
$62.7M +$16.8M 4 0.11% Increased
18
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$60.2M -$3.98M 1 0.09% Reduced
19
Geode Capital Management
Geode Capital Management
Massachusetts
$57.6M -$1.46M 4 0.03% Reduced
20
Goldman Sachs
Goldman Sachs
New York
$56.1M +$12.5M 4 0.02% Increased
21
DCM
Daruma Capital Management
New York
$55.1M -$8.91M 1 3.6% Reduced
22
Norges Bank
Norges Bank
Norway
$53.5M +$8.1M 3 0.03% Increased
23
Ameriprise
Ameriprise
Minnesota
$53.3M +$943K 4 0.03% Increased
24
Artisan Partners
Artisan Partners
Wisconsin
$53.1M -$62.3M 1 0.11% Reduced
25
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$51.2M -$2.65M 1 0.04% Reduced