← 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	City National Bank Beverly Hills, Delaware	$59M	+$1M	1	0.49%	Increased
27	KIG Kovitz Investment Group Chicago, Illinois	$58.7M	+$14.4M	1	3.26%	Increased
28	LCS Levin Capital Strategies New York	$57.6M	+$1.64M	3	0.85%	Increased
29	Guggenheim Capital Chicago, Illinois	$56.4M	-$7.59M	2	0.14%	Reduced
30	Stifel Financial St. Louis, Missouri	$53.5M	-$10.8M	3	0.28%	Reduced
31	Fidelity Investments Boston, Massachusetts	$52.9M	-$4.13M	2	0.01%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$52.8M	-$22.9M	4	0.03%	Reduced
33	BlackRock Group London, United Kingdom	$51.7M	-$42.9K	4	0.03%	Reduced
34	Two Sigma Investments New York	$47.8M	+$26.2M	3	0.22%	Increased
35	State Street Boston, Massachusetts	$47M	-$239M	3	0.01%	Reduced
36	USS Investment Management London, United Kingdom	$46.4M	$0	1	0.74%	Maintained
37	Two Sigma Advisers New York	$44.4M	+$26.8M	3	0.33%	Increased
38	Goldman Sachs New York	$44.1M	-$4M	3	0.01%	Reduced
39	STRS Ohio Columbus, Ohio	$42.7M	+$5.65M	3	0.19%	Increased
40	HCM Hodges Capital Management Dallas, Texas	$42.5M	+$6.14M	1	1.55%	Increased
41	Wellington Management Group Boston, Massachusetts	$41.7M	+$40.2M	1	0.01%	New
42	LM Luminus Management Houston, Texas	$40.8M	-$9.79M	2	1.33%	Reduced
43	Pictet Asset Management (UK) London, United Kingdom	$40.2M	-$6.7M	2	0.16%	Reduced
44	CIM Corbyn Investment Management Lutherville, Maryland	$39.3M	-$421K	2	8.6%	Reduced
45	JP Morgan Chase New York	$37.2M	-$40.9M	2	0.01%	Reduced
46	HCM Hahn Capital Management Walnut Creek, California	$36.9M	-$3.95M	1	3.56%	Reduced
47	Millennium Management New York	$36.4M	-$40.9M	3	0.07%	Reduced
48	First Trust Advisors Wheaton, Illinois	$35.8M	-$7.41M	4	0.09%	Reduced
49	RS Investment Management San Francisco, California	$34.5M	+$32.5M	1	0.3%	New
50	EA Ecofin Advisors London, United Kingdom	$33.8M	+$1.22M	1	5.44%	Increased