← 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
26	Morgan Stanley New York	$63.6M	+$64.9M	4	0.03%	New
27	BlackRock Group London, United Kingdom	$61.8M	+$64.7M	4	0.05%	New
28	DL Delta Lloyd Amsterdam, Netherlands	$57.1M	+$58.9M	2	2.2%	New
29	NCGI Next Century Growth Investors Plymouth, Minnesota	$55.5M	+$50.9M	1	1.78%	New
30	TI Turner Investments Berwyn, Pennsylvania	$53.9M	+$50.7M	3	0.73%	New
31	Geode Capital Management Boston, Massachusetts	$51.2M	+$52.8M	4	0.05%	New
32	Axa Paris, France	$49.5M	+$50.1M	2	0.26%	New
33	CCI Columbus Circle Investors	$49.4M	+$45.3M	1	0.4%	New
34	STRS Ohio Columbus, Ohio	$48.9M	+$51.3M	2	0.21%	New
35	CI Investments Inc Toronto, Ontario, Canada	$48.8M	+$51.2M	1	0.53%	New
36	Two Sigma Investments New York	$46.6M	+$48.7M	4	0.33%	New
37	Allianz Asset Management Munich, Germany	$45M	+$47.2M	1	0.06%	New
38	Prudential Financial Newark, New Jersey	$43.7M	+$45.9M	4	0.1%	New
39	Millennium Management New York	$43.1M	+$44.1M	4	0.13%	New
40	Loomis, Sayles & Company Boston, Massachusetts	$43.1M	+$43.4M	3	0.15%	New
41	USS Investment Management London, United Kingdom	$42.6M	+$44.7M	1	0.91%	New
42	LCS Levin Capital Strategies New York	$41.5M	+$42.6M	3	0.75%	New
43	WI WHV Investments San Francisco, California	$38.7M	+$38.9M	3	0.4%	New
44	Schroder Investment Management Group London, United Kingdom	$38.1M	+$40.7M	3	0.1%	New
45	Two Sigma Advisers New York	$35.9M	+$37.5M	4	0.51%	New
46	TIAA CREF Investment Management New York	$34.5M	+$34.8M	4	0.03%	New
47	D.E. Shaw & Co New York	$34.1M	+$33.8M	4	0.06%	New
48	1919 Investment Counsel Baltimore, Maryland	$33.4M	+$35M	1	0.78%	New
49	CIM Corbyn Investment Management Lutherville, Maryland	$33.3M	+$33M	2	6.62%	New
50	Renaissance Technologies New York	$33.2M	+$33.7M	4	0.09%	New