← 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	Norges Bank Oslo, Norway	$72.7M	+$3.25M	4	0.04%	Increased
27	VOYA Investment Management Atlanta, Georgia	$64.8M	-$2.4M	4	0.14%	Reduced
28	Geode Capital Management Boston, Massachusetts	$63.5M	+$3.39M	4	0.04%	Increased
29	STRS Ohio Columbus, Ohio	$61.4M	-$29.3M	3	0.27%	Reduced
30	Fidelity Investments Boston, Massachusetts	$58.9M	-$77.6M	1	0.01%	Reduced
31	Royce & Associates New York	$57.8M	+$23.8M	2	0.2%	Increased
32	PM Pembroke Management Montreal, Quebec, Canada	$57.2M	-$12.8M	2	3.52%	Reduced
33	LCS Levin Capital Strategies New York	$56M	+$5.34M	3	0.85%	Increased
34	LM Luminus Management Houston, Texas	$55.9M	+$51.4M	2	1.93%	Increased
35	Highbridge Capital Management New York	$54.3M	+$59.8M	3	0.69%	New
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$52.2M	-$9.78M	4	0.03%	Reduced
37	CIM Corbyn Investment Management Lutherville, Maryland	$50.2M	+$3.54M	2	9.6%	Increased
38	City National Bank Beverly Hills, Delaware	$49.7M	-$401K	1	0.43%	Reduced
39	BlackRock Group London, United Kingdom	$48.6M	+$3.01M	4	0.03%	Increased
40	Ameriprise Minneapolis, Minnesota	$48.2M	-$14.5M	3	0.03%	Reduced
41	USS Investment Management London, United Kingdom	$45.7M	$0	1	0.75%	Maintained
42	Neuberger Berman Group New York	$44.9M	+$5.29M	2	0.05%	Increased
43	OppenheimerFunds New York	$43.6M	+$4.05M	2	0.05%	Increased
44	Royal Bank of Canada Toronto, Ontario, Canada	$43.3M	-$7.31M	4	0.03%	Reduced
45	Axa Paris, France	$41.6M	-$8.41M	1	0.17%	Reduced
46	KIG Kovitz Investment Group Chicago, Illinois	$40.9M	+$45.3M	1	2.01%	New
47	Glenmede Trust Philadelphia, Pennsylvania	$40.1M	-$5.54M	3	0.31%	Reduced
48	Pictet Asset Management (UK) London, United Kingdom	$39M	+$19.9M	2	0.17%	Increased
49	Schroder Investment Management Group London, United Kingdom	$37.7M	+$23.3M	3	0.07%	Increased
50	ACM Argent Capital Management St Louis, Missouri	$37.6M	+$2.99M	1	1.81%	Increased