← 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
$918M +$31.7M 4 0.05% Increased
2
BlackRock
BlackRock
New York
$626M -$4.98M 4 0.03% Reduced
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$414M -$36.2M 4 0.19% Reduced
4
Peconic Partners
Peconic Partners
New York
$365M +$56.1M 2 58.85% Increased
5
State Street
State Street
Massachusetts
$268M -$2.62M 4 0.02% Reduced
6
Bank of New York Mellon
Bank of New York Mellon
New York
$233M -$7.68M 4 0.07% Reduced
7
Victory Capital Management
Victory Capital Management
Texas
$209M +$58.9M 3 0.49% Increased
8
AL
AJO LP
Pennsylvania
$208M -$5.34M 2 0.89% Reduced
9
Macquarie Group
Macquarie Group
Australia
$202M +$2.77M 4 0.37% Increased
10
Northern Trust
Northern Trust
Illinois
$109M -$1.37M 4 0.03% Reduced
11
Millennium Management
Millennium Management
New York
$108M -$52.9M 4 0.19% Reduced
12
Frontier Capital Management
Frontier Capital Management
Massachusetts
$105M -$19.2M 1 0.77% Reduced
13
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$102M -$13.5M 3 0.3% Reduced
14
Bank of Montreal
Bank of Montreal
Ontario, Canada
$97.2M -$11M 4 0.09% Reduced
15
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$91.2M +$4.2M 1 4.86% Increased
16
AllianceBernstein
AllianceBernstein
Tennessee
$88.8M +$3.1M 4 0.07% Increased
17
Geode Capital Management
Geode Capital Management
Massachusetts
$88.8M +$1.04M 4 0.03% Increased
18
VOYA Investment Management
VOYA Investment Management
Georgia
$80.1M +$4.94M 4 0.18% Increased
19
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$77.2M +$10.2M 2 0.87% Increased
20
Norges Bank
Norges Bank
Norway
$76M -$115K 3 0.03% Reduced
21
Wellington Management Group
Wellington Management Group
Massachusetts
$75.3M -$1.35M 4 0.02% Reduced
22
Prudential Financial
Prudential Financial
New Jersey
$74.6M +$35.7M 3 0.11% Increased
23
Hood River Capital Management
Hood River Capital Management
Florida
$71.8M +$2.29M 2 4.96% Increased
24
Bank of America
Bank of America
North Carolina
$70.3M -$1.32M 4 0.01% Reduced
25
Invesco
Invesco
Georgia
$68.6M -$7.63M 4 0.02% Reduced