← 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
401
CIM
Corbyn Investment Management
Maryland
$23.7M -$5.54M 1 6.84% Reduced
402
Cary Street Partners
Cary Street Partners
Virginia
$23.7M -$1.4M 2 0.52% Reduced
403
Dakota Wealth Management
Dakota Wealth Management
Florida
$23.6M -$4.43M 1 0.45% Reduced
404
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$23.5M +$961K 5 0.25% Increased
405
MIM
Marco Investment Management
Georgia
$23.4M -$393K 2 1.54% Reduced
406
PensionDanmark
PensionDanmark
Denmark
$23.2M +$4.5M 2 0.19% Increased
407
SAM
Sycomore Asset Management
France
$23.2M $0 2 2.49% Maintained
408
EFG International
EFG International
$23.1M -$5.15M 2 0.42% Reduced
409
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23M +$20.9M 3 0.05% Increased
410
ORI
Oak Ridge Investments
Illinois
$23M -$840K 2 1.3% Reduced
411
AIM
Allen Investment Management
New York
$22.8M $0 1 0.27% Maintained
412
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$22.5M +$9.42M 2 0.1% Increased
413
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$22.5M +$48.1K 5 0.33% Increased
414
FPW
Flywheel Private Wealth
California
$22.3M -$2.68M 1 11% Reduced
415
KC
Kadensa Capital
Hong Kong
$22.2M +$1.99M 1 4.74% Increased
416
CNB
Camden National Bank
Maine
$22.1M -$5.52M 1 2.88% Reduced
417
NAM
NorthCrest Asset Manangement
Minnesota
$21.9M -$225K 2 0.56% Reduced
418
CC
Covalis Capital
United Kingdom
$21.9M +$8.65M 2 1.23% Increased
419
TIAA Wealth Investment Management
TIAA Wealth Investment Management
New York
$21.6M +$2.64M 1 0.14% Increased
420
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$21.4M -$3.86M 5 0.21% Reduced
421
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$21.3M +$7.69M 1 0.72% Increased
422
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$21.2M -$60.8K 1 0.37% Reduced
423
USS Investment Management
USS Investment Management
United Kingdom
$21.1M +$3.31M 3 0.08% Increased
424
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$21.1M -$383K 5 0.24% Reduced
425
Man Group
Man Group
United Kingdom
$21M -$46.9M 4 0.03% Reduced