← 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
$1.02B -$7.45M 4 0.04% Reduced
2
BlackRock
BlackRock
New York
$729M +$16.9M 4 0.03% Increased
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$464M +$1.96M 4 0.19% Increased
4
Victory Capital Management
Victory Capital Management
Texas
$323M +$78M 4 0.68% Increased
5
State Street
State Street
Massachusetts
$306M +$3.96M 4 0.02% Increased
6
Bank of New York Mellon
Bank of New York Mellon
New York
$271M -$1.53M 4 0.07% Reduced
7
Macquarie Group
Macquarie Group
Australia
$245M +$4.52M 4 0.43% Increased
8
Peconic Partners
Peconic Partners
New York
$227M -$184M 1 32.59% Reduced
9
Point72 Asset Management
Point72 Asset Management
Connecticut
$152M +$62.3M 2 0.66% Increased
10
AL
AJO LP
Pennsylvania
$142M -$37.2M 1 0.61% Reduced
11
Jennison Associates
Jennison Associates
New York
$133M +$36.3M 1 0.13% Increased
12
Northern Trust
Northern Trust
Illinois
$123M -$2.51M 4 0.03% Reduced
13
AllianceBernstein
AllianceBernstein
Tennessee
$120M +$24.3M 4 0.09% Increased
14
Geode Capital Management
Geode Capital Management
Massachusetts
$112M +$5.7M 4 0.04% Increased
15
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$107M +$6.56M 3 0.31% Increased
16
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$105M -$3.96M 1 4.48% Reduced
17
Invesco
Invesco
Georgia
$104M +$31.5M 4 0.04% Increased
18
VOYA Investment Management
VOYA Investment Management
Georgia
$101M -$6.46M 4 0.21% Reduced
19
Norges Bank
Norges Bank
Norway
$99.3M +$5.28M 3 0.04% Increased
20
AQR Capital Management
AQR Capital Management
Connecticut
$96M +$17.8M 4 0.1% Increased
21
Wells Fargo
Wells Fargo
California
$91.5M +$18.6M 4 0.03% Increased
22
Bank of America
Bank of America
North Carolina
$88M -$2.56M 4 0.01% Reduced
23
Frontier Capital Management
Frontier Capital Management
Massachusetts
$81M -$43.9K 1 0.59% Reduced
24
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$76.5M -$9.35M 2 0.81% Reduced
25
Charles Schwab
Charles Schwab
California
$76.4M +$5.83M 4 0.06% Increased