← 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
TAM
Third Avenue Management
New York
$3.8M +$1.02M 1 0.17% Increased
227
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$3.72M +$448K 1 0.01% Increased
228
CCM
Coe Capital Management
Illinois
$3.66M +$9.88K 2 3.81% Increased
229
MCIM
Meadow Creek Investment Management
Georgia
$3.63M -$645K 1 0.08% Reduced
230
Squarepoint
Squarepoint
New York
$3.61M +$815K 2 0.07% Increased
231
PPCM
Pillar Pacific Capital Management
California
$3.47M +$5.08K 2 0.45% Increased
232
ARTA
A.R.T. Advisors
New York
$3.43M +$2.93M 2 0.18% Increased
233
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$3.43M +$1.72M 3 0.19% Increased
234
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.37M +$1.44M 2 0.02% Increased
235
SEC
Seven Eight Capital
New York
$3.34M +$1.62M 1 0.41% Increased
236
American Century Companies
American Century Companies
Missouri
$3.3M -$202K 2 0% Reduced
237
US Bancorp
US Bancorp
Minnesota
$3.24M +$500K 4 0.01% Increased
238
Algert Global
Algert Global
California
$3.18M +$2.3M 2 0.73% Increased
239
Nuveen
Nuveen
North Carolina
$3.12M -$294K 1 0.02% Reduced
240
CPIM
Columbia Partners Investment Management
Virginia
$3.02M $0 1 0.4% Maintained
241
OCG
Opus Capital Group
Ohio
$2.97M +$2.79M 1 0.68% New
242
RCM
Riverhead Capital Management
Delaware
$2.92M -$518K 1 0.14% Reduced
243
QS Investors
QS Investors
New York
$2.88M -$63.8K 4 0.02% Reduced
244
Quantbot Technologies
Quantbot Technologies
New York
$2.75M +$1.04M 1 0.26% Increased
245
1CM
1492 Capital Management
Wisconsin
$2.73M -$32.2K 2 2.42% Reduced
246
WC
Wexford Capital
Florida
$2.71M +$2.54M 1 0.23% New
247
KTA
Keeley-Teton Advisors
Illinois
$2.7M -$61.3K 1 0.15% Reduced
248
SC
Scholtz & Company
Connecticut
$2.69M +$503K 2 2.1% Increased
249
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.67M -$219K 2 0.04% Reduced
250
FCM
Flinton Capital Management
Pennsylvania
$2.64M -$469K 1 0.09% Reduced