← 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
226
Daiwa Securities Group
Daiwa Securities Group
Japan
$63M -$1.41M 2 0.12% Reduced
227
VOYA Investment Management
VOYA Investment Management
Georgia
$62.9M -$18.4M 5 0.05% Reduced
228
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$61.9M +$15.7M 5 0.14% Increased
229
SAM
Scopus Asset Management
New York
$61.4M +$25.9M 2 0.86% Increased
230
Needham Investment Management
Needham Investment Management
New York
$61M +$13.9M 5 1.83% Increased
231
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$60.9M -$53.1M 3 0.08% Reduced
232
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$60.8M +$1.31M 5 0.16% Increased
233
Osaic Holdings
Osaic Holdings
Arizona
$60.6M -$14.9M 5 0.07% Reduced
234
Renaissance Technologies
Renaissance Technologies
New York
$60.4M +$2.47M 3 0.08% Increased
235
Select Equity Group
Select Equity Group
New York
$60.2M -$131M 2 0.3% Reduced
236
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$59.9M -$24.1M 3 0.04% Reduced
237
DLP
De Lisle Partners
United Kingdom
$59.9M -$919K 1 6.54% Reduced
238
Rathbones Group
Rathbones Group
United Kingdom
$59.6M +$52.5M 1 0.22% Increased
239
Country Trust Bank
Country Trust Bank
Illinois
$59M +$3.76M 2 1.03% Increased
240
Chicago Capital
Chicago Capital
Illinois
$58.9M +$1.83M 2 1.42% Increased
241
Royal London Asset Management
Royal London Asset Management
United Kingdom
$56.5M -$32.6K 2 0.1% Reduced
242
NCA
Newbrook Capital Advisors
New York
$55.9M +$8.2M 1 7.55% Increased
243
KMC
Kirr Marbach & Co
Indiana
$55.6M -$10.1M 1 9.37% Reduced
244
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$54.8M -$1.46M 5 0.16% Reduced
245
HC
Hillman Company
Pennsylvania
$54.5M -$5.27M 1 19.27% Reduced
246
Natixis
Natixis
France
$54.2M +$23M 2 0.22% Increased
247
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$53.8M -$1.01M 5 0.09% Reduced
248
Advisors Asset Management
Advisors Asset Management
Colorado
$53.2M -$22.1M 4 0.81% Reduced
249
Trexquant Investment
Trexquant Investment
Connecticut
$53.2M +$1.7M 3 0.31% Increased
250
Chevy Chase Trust
Chevy Chase Trust
Maryland
$52.7M -$546K 1 0.14% Reduced