← 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
BlackRock
BlackRock
New York
$12.7B +$611M 5 0.22% Increased
2
Vanguard Capital Management
Vanguard Capital Management
Pennsylvania
$7.03B +$6.52B 5 0.17% New
3
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
$5.63B +$5.22B 5 0.29% New
4
State Street
State Street
Massachusetts
$4.71B +$67.3M 5 0.16% Increased
5
Peconic Partners
Peconic Partners
New York
$3.9B +$536M 2 67.48% Increased
6
JP Morgan Chase
JP Morgan Chase
New York
$3.43B +$42.3M 5 0.22% Increased
7
Geode Capital Management
Geode Capital Management
Massachusetts
$3.2B +$126M 5 0.2% Increased
8
Fidelity Investments
Fidelity Investments
Massachusetts
$2.59B -$397M 5 0.14% Reduced
9
Bank of America
Bank of America
North Carolina
$2.42B +$118M 5 0.18% Increased
10
Invesco
Invesco
Georgia
$1.69B -$123M 5 0.17% Reduced
11
First Trust Advisors
First Trust Advisors
Illinois
$1.63B +$323M 5 1.16% Increased
12
Morgan Stanley
Morgan Stanley
New York
$1.58B +$72M 5 0.1% Increased
13
Goldman Sachs
Goldman Sachs
New York
$1.43B +$231M 5 0.16% Increased
14
Capital International Investors
Capital International Investors
California
$1.37B +$1.08B 2 0.32% Increased
15
UBS Group
UBS Group
Switzerland
$1.3B -$270M 5 0.2% Reduced
16
Capital World Investors
Capital World Investors
California
$1.27B -$1.86B 3 0.17% Reduced
17
Victory Capital Management
Victory Capital Management
Texas
$1.24B -$1.14B 5 0.8% Reduced
18
DZ Bank
DZ Bank
Germany
$1.21B +$75.9M 1 1.07% Increased
19
Northern Trust
Northern Trust
Illinois
$1.18B +$8.51M 5 0.16% Increased
20
Nuveen
Nuveen
North Carolina
$1.16B +$221M 5 0.31% Increased
21
Charles Schwab
Charles Schwab
California
$1.02B +$11.6M 5 0.16% Increased
22
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$920M -$114M 5 0.19% Reduced
23
UBS AM
UBS AM
Illinois
$875M +$25M 5 0.18% Increased
24
Bank of New York Mellon
Bank of New York Mellon
New York
$832M +$607K 5 0.15% Increased
25
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$814M +$41.6M 5 1.1% Increased