← 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
$992M -$13.1M 4 0.05% Reduced
2
BlackRock
BlackRock
New York
$676M -$429K 4 0.03% Reduced
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$441M -$5.13M 4 0.19% Reduced
4
Peconic Partners
Peconic Partners
New York
$399M +$7.34M 3 64.42% Increased
5
State Street
State Street
Massachusetts
$289M -$6.88M 4 0.02% Reduced
6
Bank of New York Mellon
Bank of New York Mellon
New York
$260M -$1.95M 4 0.07% Reduced
7
Macquarie Group
Macquarie Group
Australia
$230M +$15.6M 4 0.41% Increased
8
Victory Capital Management
Victory Capital Management
Texas
$227M -$9.41M 4 0.51% Reduced
9
AL
AJO LP
Pennsylvania
$173M -$58.4M 2 0.75% Reduced
10
Millennium Management
Millennium Management
New York
$133M +$10.1M 4 0.2% Increased
11
Northern Trust
Northern Trust
Illinois
$120M +$1.33M 4 0.03% Increased
12
Citadel Advisors
Citadel Advisors
Florida
$119M +$40M 4 0.09% Increased
13
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$104M +$320K 1 5.17% Increased
14
VOYA Investment Management
VOYA Investment Management
Georgia
$103M +$11.4M 4 0.22% Increased
15
Geode Capital Management
Geode Capital Management
Massachusetts
$102M +$3.68M 4 0.04% Increased
16
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$97.1M -$14.5M 3 0.28% Reduced
17
Norges Bank
Norges Bank
Norway
$92M +$7.47M 3 0.03% Increased
18
Jennison Associates
Jennison Associates
New York
$90.5M +$12.7M 1 0.09% Increased
19
AllianceBernstein
AllianceBernstein
Tennessee
$89.9M -$9.33M 4 0.07% Reduced
20
Bank of America
Bank of America
North Carolina
$86.8M +$8.94M 4 0.01% Increased
21
Point72 Asset Management
Point72 Asset Management
Connecticut
$82M +$14.9M 2 0.37% Increased
22
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$82M -$1.62M 2 0.9% Reduced
23
Hood River Capital Management
Hood River Capital Management
Florida
$80.3M +$3.86M 2 5.1% Increased
24
Frontier Capital Management
Frontier Capital Management
Massachusetts
$76.8M -$29.1M 1 0.55% Reduced
25
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$74.9M -$2.62M 2 0.11% Reduced