← 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
351	VG Visualize Group New York	$30.3M	$0	1	10.44%	Maintained
352	SCM SIR Capital Management New York	$30.3M	+$12.7M	2	3.48%	Increased
353	UniSuper Management Melbourne, Victoria, Australia	$30.2M	-$10.1M	3	0.16%	Reduced
354	Park National Corp Newark, Ohio	$29.4M	-$2.43M	1	0.82%	Reduced
355	IFM Investors Melbourne, Australia	$29.3M	+$7.36M	2	0.19%	Increased
356	Panagora Asset Management Boston, Massachusetts	$29.3M	+$24.1M	2	0.09%	Increased
357	WCCM Webs Creek Capital Management Dallas, Texas	$29.2M	-$12M	1	5.52%	Reduced
358	Swiss Life Asset Management Zurich,	$29M	+$1.86M	5	0.12%	Increased
359	PineBridge Investments New York	$28.9M	-$3.09M	3	0.24%	Reduced
360	Integrated Wealth Concepts Waltham, Massachusetts	$28.8M	+$4.49M	3	0.19%	Increased
361	Kornitzer Capital Management Shawnee Mission, Kansas	$28.7M	+$3.17M	4	0.6%	Increased
362	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$28.6M	-$5.17M	5	0.21%	Reduced
363	PCM Pinnbrook Capital Management New York	$28.4M	+$12.8M	2	3.03%	Increased
364	LWM Lyell Wealth Management Menlo Park, California	$28.3M	-$272K	1	1.74%	Reduced
365	CIBC Asset Management Toronto, Ontario, Canada	$27.4M	+$472K	4	0.06%	Increased
366	Glenmede Trust Philadelphia, Pennsylvania	$27.4M	+$331K	4	0.12%	Increased
367	Fideuram Asset Management (Ireland) Dublin 1,	$27.4M	+$14.9M	2	0.52%	Increased
368	1832 Asset Management Toronto, Ontario, Canada	$27.3M	-$123M	1	0.01%	Reduced
369	Scotia Capital Toronto, Ontario, Canada	$27.1M	-$1.92M	2	0.1%	Reduced
370	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$27M	-$682K	5	0.18%	Reduced
371	Mutual of America Capital Management New York	$26.6M	+$611K	5	0.26%	Increased
372	Steward Partners Investment Advisory New York	$26.4M	+$3.41M	5	0.13%	Increased
373	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$26.3M	-$52.3M	4	0.01%	Reduced
374	TimesSquare Capital Management New York	$26.3M	-$7.54M	1	0.39%	Reduced
375	FC FACT Capital New York	$26M	+$266K	2	14.59%	Increased