← 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
$811M +$12.9M 4 0.05% Increased
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$463M -$12.2M 4 0.23% Reduced
3
AL
AJO LP
Pennsylvania
$287M -$4.9M 2 1.18% Reduced
4
State Street
State Street
Massachusetts
$270M +$12.5M 4 0.03% Increased
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$263M +$10.5M 4 0.04% Increased
6
Bank of New York Mellon
Bank of New York Mellon
New York
$248M +$76.1M 4 0.07% Increased
7
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$240M +$25.2M 4 0.04% Increased
8
Peconic Partners
Peconic Partners
New York
$226M +$36.3M 2 29.85% Increased
9
Macquarie Group
Macquarie Group
Australia
$184M -$12.1M 4 0.35% Reduced
10
Bank of Montreal
Bank of Montreal
Ontario, Canada
$143M +$14.4M 4 0.15% Increased
11
Victory Capital Management
Victory Capital Management
Texas
$141M +$30M 3 0.36% Increased
12
Frontier Capital Management
Frontier Capital Management
Massachusetts
$114M -$55.6M 2 0.88% Reduced
13
AQR Capital Management
AQR Capital Management
Connecticut
$112M -$16.3M 4 0.15% Reduced
14
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$107M +$78.5M 3 0.33% Increased
15
Northern Trust
Northern Trust
Illinois
$107M -$9.24M 4 0.03% Reduced
16
AllianceBernstein
AllianceBernstein
Tennessee
$104M -$24.8M 4 0.09% Reduced
17
Jennison Associates
Jennison Associates
New York
$97.1M -$17.3M 1 0.11% Reduced
18
JP Morgan Chase
JP Morgan Chase
New York
$95.2M +$53.1M 4 0.02% Increased
19
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$91.4M -$42.5M 1 5.33% Reduced
20
Geode Capital Management
Geode Capital Management
Massachusetts
$83.5M -$3.15M 4 0.04% Reduced
21
Wellington Management Group
Wellington Management Group
Massachusetts
$82.8M -$19.1M 3 0.02% Reduced
22
Goldman Sachs
Goldman Sachs
New York
$81.2M -$5.51M 4 0.02% Reduced
23
Principal Financial Group
Principal Financial Group
Iowa
$80.8M +$24.7M 3 0.1% Increased
24
VOYA Investment Management
VOYA Investment Management
Georgia
$80.4M +$15.6M 4 0.19% Increased
25
Invesco
Invesco
Georgia
$72.2M -$12.5M 4 0.02% Reduced