← 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
Nomura Holdings
Nomura Holdings
Japan
$2.64M +$1.77M 1 0.01% Increased
252
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$2.62M +$669K 1 0.34% Increased
253
Canada Life
Canada Life
Manitoba, Canada
$2.59M +$122K 4 0.01% Increased
254
STRS Ohio
STRS Ohio
Ohio
$2.59M +$1.32M 3 0.01% Increased
255
PM
Precept Management
Texas
$2.59M $0 1 2.01% Maintained
256
Scotia Capital
Scotia Capital
Ontario, Canada
$2.59M +$2.09M 1 0.04% Increased
257
EIM
Essex Investment Management
Massachusetts
$2.58M -$221K 2 0.35% Reduced
258
NA
Navellier & Associates
Nevada
$2.56M -$5M 1 0.5% Reduced
259
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$2.53M -$485K 1 0.02% Reduced
260
MAG
Millrace Asset Group
Pennsylvania
$2.52M -$2.63M 1 2.37% Reduced
261
EI
EAM Investors
California
$2.52M -$284K 1 0.33% Reduced
262
Boston Partners
Boston Partners
Massachusetts
$2.51M $0 1 0% Maintained
263
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.46M +$19.9K 4 0.01% Increased
264
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$2.37M +$2.23M 1 0.11% New
265
FFH
Fairfax Financial Holdings
Ontario, Canada
$2.33M +$2.21M 1 0.19% New
266
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$2.29M +$2.15M 1 0.21% New
267
PCM
Penn Capital Management
Pennsylvania
$2.29M +$234K 1 0.17% Increased
268
HighTower Advisors
HighTower Advisors
Illinois
$2.27M +$1.27M 2 0.02% Increased
269
PIM
Profit Investment Management
Maryland
$2.26M $0 1 1.97% Maintained
270
3C
361 Capital
Colorado
$2.21M +$2.08M 1 0.42% New
271
FIB
First Interstate Bank
Montana
$2.21M +$2.02M 1 0.47% Increased
272
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$2.19M +$2.06M 1 0.07% New
273
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$2.16M -$351K 2 0.03% Reduced
274
GS
GAM Systematic
United Kingdom
$2.15M +$277K 2 0.31% Increased
275
SAM
Shell Asset Management
Netherlands
$2.06M +$449K 2 0.05% Increased