← 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
301
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$40.2M -$5.32M 4 0.19% Reduced
302
Amalgamated Bank
Amalgamated Bank
New York
$40M -$707K 5 0.28% Reduced
303
DG
DigitalBridge Group
Florida
$40M -$22.7M 1 2.39% Reduced
304
M
Mirova
France
$39.9M +$26.9M 1 1.47% Increased
305
Washington Trust
Washington Trust
Rhode Island
$39.7M -$271K 1 1.23% Reduced
306
William Blair Investment Management
William Blair Investment Management
Illinois
$39.6M +$52.6M 1 0.12% New
307
VHMC
Value Holdings Management Company
New York
$39.6M $0 1 6.62% Maintained
308
Moran Wealth Management
Moran Wealth Management
Florida
$39.4M -$8.18M 5 1.07% Reduced
309
Jupiter Topco
Jupiter Topco
New York
$39.4M +$36.8M 5 0.02% New
310
Empowered Funds
Empowered Funds
Pennsylvania
$39.2M +$4.47M 4 0.21% Increased
311
Tredje AP-fonden
Tredje AP-fonden
Sweden
$39.1M -$1.89M 2 0.18% Reduced
312
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$38.9M -$2.42M 2 0.29% Reduced
313
Xponance
Xponance
Pennsylvania
$38.8M +$5.29M 5 0.24% Increased
314
Resona Asset Management
Resona Asset Management
Japan
$38.6M +$3.97M 2 0.18% Increased
315
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$38.5M +$28.1M 3 0.13% Increased
316
Brown Advisory
Brown Advisory
Maryland
$38.2M -$9.41M 2 0.06% Reduced
317
RIA
RPG Investment Advisory
California
$38M +$1.06M 2 3.91% Increased
318
SSA
South Street Advisors
New York
$37.4M -$5.06M 1 4.86% Reduced
319
Nissay Asset Management
Nissay Asset Management
Japan
$37.3M -$33.4M 3 0.16% Reduced
320
SEB Asset Management
SEB Asset Management
$37.2M +$12M 3 0.14% Increased
321
MC
Maplelane Capital
New York
$36.9M +$33.9M 1 0.67% New
322
Stephens Inc
Stephens Inc
Arkansas
$36.7M +$1.12M 3 0.41% Increased
323
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$36.6M -$1.58M 2 0.25% Reduced
324
TCP
ThornTree Capital Partners
Massachusetts
$36.5M -$9.52M 1 5% Reduced
325
YCM
Yaupon Capital Management
New York
$36.4M +$48.2M 1 0.72% New