← 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
$10.3B +$163M 5 0.15% Increased
2
BlackRock
BlackRock
New York
$8.34B -$167M 5 0.15% Reduced
3
State Street
State Street
Massachusetts
$3.34B +$17.1M 5 0.12% Increased
4
Capital World Investors
Capital World Investors
California
$2.87B -$616M 2 0.39% Reduced
5
JP Morgan Chase
JP Morgan Chase
New York
$2.87B -$134M 5 0.17% Reduced
6
Fidelity Investments
Fidelity Investments
Massachusetts
$2.59B +$95.7M 5 0.13% Increased
7
Peconic Partners
Peconic Partners
New York
$2.23B +$142M 2 61.8% Increased
8
Geode Capital Management
Geode Capital Management
Massachusetts
$2.23B +$48.9M 5 0.14% Increased
9
Bank of America
Bank of America
North Carolina
$1.48B +$305M 5 0.1% Increased
10
Invesco
Invesco
Georgia
$1.46B +$95.8M 5 0.23% Increased
11
Victory Capital Management
Victory Capital Management
Texas
$1.18B +$154M 5 0.69% Increased
12
Morgan Stanley
Morgan Stanley
New York
$1.15B +$33.5M 5 0.07% Increased
13
UBS Group
UBS Group
Switzerland
$1.13B -$100M 5 0.18% Reduced
14
DZ Bank
DZ Bank
Germany
$917M -$83M 1 0.8% Reduced
15
Northern Trust
Northern Trust
Illinois
$900M +$6.1M 5 0.12% Increased
16
First Trust Advisors
First Trust Advisors
Illinois
$860M +$119M 5 0.64% Increased
17
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$851M -$193M 5 0.18% Reduced
18
Goldman Sachs
Goldman Sachs
New York
$770M -$45.5M 5 0.09% Reduced
19
Charles Schwab
Charles Schwab
California
$747M +$49.5M 5 0.12% Increased
20
Nuveen
Nuveen
North Carolina
$737M -$51.4M 5 0.19% Reduced
21
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$689M +$4.48M 5 0.11% Increased
22
Bank of New York Mellon
Bank of New York Mellon
New York
$592M -$70.8M 5 0.11% Reduced
23
UBS AM
UBS AM
Illinois
$570M -$148M 5 0.12% Reduced
24
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$557M +$13.6M 4 0.89% Increased
25
Nordea Investment Management
Nordea Investment Management
Sweden
$540M -$12.9M 2 0.47% Reduced