← 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
251	I.G. Investment Management Winnipeg, Manitoba, Canada	$2.01M	$0	1	0.01%	Maintained
252	Barings Charlotte, North Carolina	$1.89M	+$418K	2	0.05%	Increased
253	CI Cavalier Investments Alpharetta, Georgia	$1.85M	$0	1	1.03%	Maintained
254	SG Americas Securities New York	$1.84M	+$276K	2	0.02%	Increased
255	Public Employees Retirement Association of Colorado Denver, Colorado	$1.82M	+$2.9K	3	0.01%	Increased
256	SFM Systematic Financial Management Teaneck, New Jersey	$1.81M	+$532K	1	0.03%	Increased
257	BHA Beech Hill Advisors New York	$1.79M	+$1.81M	1	0.98%	New
258	AHC Anderson Hoagland & Co St Louis, Missouri	$1.79M	-$70.1K	1	1.14%	Reduced
259	PCM Penn Capital Management Philadelphia, Pennsylvania	$1.78M	+$1.5M	1	0.13%	Increased
260	Martingale Asset Management Boston, Massachusetts	$1.77M	-$1.6M	1	0.03%	Reduced
261	TD Asset Management Toronto, Ontario, Canada	$1.76M	+$27K	1	0%	Increased
262	NN Investment Partners Holdings The Hague, Netherlands	$1.76M	$0	1	0.02%	Maintained
263	TPSF Texas Permanent School Fund Austin, Texas	$1.74M	-$72K	2	0.02%	Reduced
264	Balyasny Asset Management Chicago, Illinois	$1.73M	-$697K	1	0.01%	Reduced
265	GS GAM Systematic Cambridge, United Kingdom	$1.73M	-$510K	2	0.25%	Reduced
266	HSA Hussman Strategic Advisors Ellicott City, Maryland	$1.72M	-$1.59M	1	0.38%	Reduced
267	SAM Shell Asset Management The Hague, Netherlands	$1.68M	$0	1	0.04%	Maintained
268	First Citizens Bank & Trust Raleigh, North Carolina	$1.68M	-$186K	1	0.22%	Reduced
269	LCG Lisanti Capital Growth New York	$1.66M	+$366K	1	1.1%	Increased
270	DCM Dupont Capital Management Wilmington, Delaware	$1.65M	-$3.19M	2	0.04%	Reduced
271	GC Globeflex Capital San Diego, California	$1.65M	-$64.3K	1	0.41%	Reduced
272	Los Angeles Capital Management Los Angeles, California	$1.65M	+$36K	2	0.01%	Increased
273	Virtu KCG Holdings New York	$1.63M	+$304K	2	0.05%	Increased
274	Brown Advisory Baltimore, Maryland	$1.63M	+$402K	2	0.01%	Increased
275	CAM Capstone Asset Management Houston, Texas	$1.62M	-$55.5K	2	0.04%	Reduced