← 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
376	GW&K Investment Management Boston, Massachusetts	$25.9M	-$37.8M	4	0.2%	Reduced
377	Ethic Inc New York	$25.9M	+$654K	5	0.32%	Increased
378	Mariner Overland Park, Kansas	$25.8M	-$777K	1	0.03%	Reduced
379	B. Metzler seel. Sohn & Co Frankfurt, Germany	$25.7M	-$5.09M	3	0.22%	Reduced
380	Brevan Howard Capital Management St. Helier, Jersey	$25.7M	-$23M	4	0.19%	Reduced
381	Palisade Capital Management Fort Lee, New Jersey	$25.6M	-$15.3M	2	1.12%	Reduced
382	NIM Northeast Investment Management Boston, Massachusetts	$25.5M	+$4.06M	1	0.94%	Increased
383	XTX Topco George Town, Cayman Islands	$25.5M	+$11.2M	4	0.33%	Increased
384	ExodusPoint Capital Management New York	$25.5M	-$5.15M	2	0.16%	Reduced
385	PGAM Princeton Global Asset Management Princeton, New Jersey	$25.4M	-$398K	1	3.64%	Reduced
386	RC Riposte Capital New York	$25.4M	-$3.13M	2	5.63%	Reduced
387	WCM Westend Capital Management Sausalito, California	$25.3M	-$221K	1	5.8%	Reduced
388	Parnassus Investments San Francisco, California	$25.3M	-$7.39M	1	0.07%	Reduced
389	Cookson Peirce & Co Pittsburgh, Pennsylvania	$25.3M	+$970K	3	0.83%	Increased
390	MCM Makena Capital Management Menlo Park, California	$25.2M	-$7.18M	1	2.64%	Reduced
391	Zacks Investment Management Chicago, Illinois	$25.1M	+$2.04M	3	0.18%	Increased
392	Woodline Partners San Francisco, California	$25M	+$3.76M	2	0.08%	Increased
393	LI LMCG Investments Boston, Massachusetts	$24.6M	-$2.23M	1	1.32%	Reduced
394	HRT Financial New York	$24.4M	-$1.49M	2	0.04%	Reduced
395	Vanguard Personalized Indexing Management Oakland, California	$24.2M	+$553K	5	0.2%	Increased
396	HUB Investment Partners Austin, Texas	$24.2M	+$1.32M	2	0.44%	Increased
397	Yousif Capital Management Bloomfield Hills, Michigan	$24.2M	-$1.2M	5	0.27%	Reduced
398	WBG Wharton Business Group Malvern, Pennsylvania	$24.2M	-$3.58M	1	0.81%	Reduced
399	TS Tamar Securities Woodland Hills, California	$23.9M	-$1.98M	1	2.24%	Reduced
400	PIM Penobscot Investment Management Boston, Massachusetts	$23.7M	-$1.81M	1	1.63%	Reduced