← 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	SM Southport Management Wilson, Wyoming	$658K	+$666K	1	1.77%	New
352	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$651K	$0	1	0.04%	Maintained
353	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$638K	$0	2	0.17%	Maintained
354	First Allied Advisory Services San Diego, California	$636K	-$260K	2	0.03%	Reduced
355	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$632K	$0	1	0.13%	Maintained
356	Banque Pictet & Cie Geneva 73, Switzerland	$625K	+$233K	1	0.01%	Increased
357	Algert Global San Francisco, California	$619K	-$4.58M	2	0.17%	Reduced
358	SCP Syntal Capital Partners Midland, Texas	$615K	+$590K	1	0.13%	New
359	Mutual of America Capital Management New York	$611K	-$56.8K	1	0.01%	Reduced
360	TI Turner Investments Berwyn, Pennsylvania	$610K	+$151K	1	0.4%	Increased
361	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$609K	-$1.03K	1	0.27%	Reduced
362	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$608K	+$212K	1	0.7%	Increased
363	Raymond James Financial Services Advisors St. Petersburg, Florida	$599K	+$188K	2	0%	Increased
364	Jane Street New York	$590K	-$622K	2	0%	Reduced
365	Advisor Group Phoenix, Arizona	$569K	+$42.6K	3	0.01%	Increased
366	Voloridge Investment Management Jupiter, Florida	$568K	+$574K	1	0.01%	New
367	Tocqueville Asset Management New York	$565K	-$534K	1	0.01%	Reduced
368	SAM Sequent Asset Management Houston, Texas	$564K	+$18K	1	0.34%	Increased
369	Clifford Swan Investment Counsel Pasadena, California	$560K	$0	1	0.03%	Maintained
370	Bessemer Group Woodbridge, New Jersey	$549K	-$596K	3	0%	Reduced
371	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$542K	+$519K	1	0.1%	New
372	WEC Winslow Evans & Crocker Boston, Massachusetts	$530K	+$214K	2	0.15%	Increased
373	Oregon Public Employees Retirement Fund Tigard, Oregon	$517K	$0	1	0.01%	Maintained
374	BCM Barometer Capital Management Toronto, Ontario, Canada	$515K	+$493K	1	0.05%	New
375	Oppenheimer Asset Management New York	$514K	+$378K	3	0.01%	Increased