← 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	Amalgamated Bank New York	$746K	+$210K	2	0.04%	Increased
302	FMT First Mercantile Trust Cordova, Tennessee	$740K	-$8.41K	3	0.09%	Reduced
303	BLAM Bourne Lent Asset Management Pawling, New York	$735K	-$34.7K	1	0.58%	Reduced
304	Quadrature Capital London, United Kingdom	$734K	+$734K	1	0.05%	New
305	AFG American Financial Group Cincinnati, Ohio	$702K	$0	2	0.05%	Maintained
306	Aviva London, United Kingdom	$670K	$0	1	0%	Maintained
307	BWM BerganKDV Wealth Management Bloomington, Minnesota	$670K	-$16.3K	1	0.29%	Reduced
308	Pictet Asset Management (UK) London, United Kingdom	$630K	-$1.47M	1	0%	Reduced
309	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$629K	-$14.6K	1	0.8%	Reduced
310	Balyasny Asset Management Chicago, Illinois	$619K	+$619K	1	0%	New
311	SSB Sandy Spring Bank Olney, Maryland	$617K	+$112K	1	0.07%	Increased
312	Bridgewater Associates Westport, Connecticut	$610K	+$610K	1	0.01%	New
313	First Allied Advisory Services San Diego, California	$610K	-$17.3K	2	0.03%	Reduced
314	Utah Retirement Systems Salt Lake City, Utah	$607K	-$32.4K	1	0.02%	Reduced
315	PM Penbrook Management New York	$598K	-$20K	1	0.66%	Reduced
316	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$586K	+$586K	1	0.03%	New
317	GS GAM Systematic Cambridge, United Kingdom	$575K	-$31.5K	2	0.14%	Reduced
318	MSA Mason Street Advisors Milwaukee, Wisconsin	$556K	-$19.1K	2	0.02%	Reduced
319	NRS Neville Rodie & Shaw New York	$556K	+$17.3K	1	0.07%	Increased
320	DnB Asset Management Oslo, Norway	$546K	+$14K	1	0.01%	Increased
321	Spot Trading Chicago, Illinois	$541K	-$943K	1	0.01%	Reduced
322	Advisor Group Phoenix, Arizona	$525K	+$530K	3	0.01%	New
323	BNP Paribas Financial Markets Paris, France	$521K	-$323K	4	0%	Reduced
324	PPCM Pillar Pacific Capital Management Pacifica, California	$520K	+$201K	2	0.09%	Increased
325	HW Hedeker Wealth Lincolnshire, Illinois	$513K	-$4.35M	1	0.45%	Reduced