← 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
326
Eaton Vance Management
Eaton Vance Management
Massachusetts
$507K -$383K 1 0% Reduced
327
IR
Invictus RG
Bermuda
$503K +$191K 1 0.53% Increased
328
PCM
Prelude Capital Management
New York
$502K +$470K 3 0.07% Increased
329
Nomura Holdings
Nomura Holdings
Japan
$501K -$31.1K 1 0% Reduced
330
FDS
First Dallas Securities
Texas
$498K -$290K 1 0.38% Reduced
331
OI
Oakbrook Investments
Illinois
$487K +$67K 1 0.03% Increased
332
AIM
Assured Investment Management
New York
$484K +$278K 1 0.01% Increased
333
Intact Investment Management
Intact Investment Management
Quebec, Canada
$476K $0 1 0.02% Maintained
334
Brown Advisory
Brown Advisory
Maryland
$474K $0 1 0% Maintained
335
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$472K +$472K 1 0.05% New
336
LIM
Leavell Investment Management
Alabama
$451K -$46 1 0.07% Reduced
337
Advisors Asset Management
Advisors Asset Management
Colorado
$446K -$33.5K 1 0.01% Reduced
338
Oppenheimer & Co
Oppenheimer & Co
New York
$435K -$189K 1 0.01% Reduced
339
SSWM
Sheets Smith Wealth Management
North Carolina
$432K $0 2 0.13% Maintained
340
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$418K -$786K 4 0.01% Reduced
341
Mutual of America Capital Management
Mutual of America Capital Management
New York
$410K -$23.7K 1 0.01% Reduced
342
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$409K $0 1 0.02% Maintained
343
Horizon Kinetics
Horizon Kinetics
New York
$407K -$157K 1 0.01% Reduced
344
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$404K -$403K 2 0.02% Reduced
345
William Blair & Company
William Blair & Company
Illinois
$398K +$398K 1 0% New
346
Federated Hermes
Federated Hermes
Pennsylvania
$384K -$403K 2 0% Reduced
347
DILH
Dai-ichi Life Holdings
Japan
$382K -$1.37M 1 0.01% Reduced
348
KIG
Kessler Investment Group
Indiana
$382K +$379K 1 0.55% New
349
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$382K -$89K 1 0.09% Reduced
350
NC
Northpointe Capital
Michigan
$375K -$2.68M 1 0.04% Reduced