← 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
Royce & Associates
Royce & Associates
New York
$55.9M -$4.39M 3 0.3% Reduced
27
Geode Capital Management
Geode Capital Management
Massachusetts
$54.4M +$299K 4 0.03% Increased
28
LCS
Levin Capital Strategies
New York
$47.5M -$202K 3 0.81% Reduced
29
Wellington Management Group
Wellington Management Group
Massachusetts
$45.1M +$7.42M 1 0.01% Increased
30
BlackRock Group
BlackRock Group
United Kingdom
$44.3M +$883K 4 0.03% Increased
31
Balyasny Asset Management
Balyasny Asset Management
Illinois
$43.8M -$3.65M 2 0.32% Reduced
32
Guggenheim Capital
Guggenheim Capital
Illinois
$42.4M -$5.28M 2 0.13% Reduced
33
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$40.7M +$23.3M 2 1.01% Increased
34
HCM
Hodges Capital Management
Texas
$39.1M +$641K 1 1.6% Increased
35
Stifel Financial
Stifel Financial
Missouri
$38.6M -$7.15M 2 0.22% Reduced
36
State Street
State Street
Massachusetts
$38.5M -$995K 3 0% Reduced
37
Fidelity Investments
Fidelity Investments
Massachusetts
$34.6M -$10.7M 1 0% Reduced
38
MDSL
M.D. Sass LLC
New York
$33.9M +$35.6M 1 1.87% New
39
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$33.4M +$27.8M 1 1.67% Increased
40
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$32.9M +$23.4M 2 1.09% Increased
41
NRC
North Run Capital
Massachusetts
$32.7M +$12.8M 1 3.21% Increased
42
RS Investment Management
RS Investment Management
California
$32.2M +$5.18M 1 0.29% Increased
43
HCM
Hahn Capital Management
California
$31.8M +$872K 1 3.15% Increased
44
Goldman Sachs
Goldman Sachs
New York
$30.5M -$6.35M 2 0.01% Reduced
45
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$30M +$14.5M 3 0.2% Increased
46
CIM
Corbyn Investment Management
Maryland
$29.6M -$2.71M 2 7.57% Reduced
47
Neuberger Berman Group
Neuberger Berman Group
New York
$28.9M +$9.88M 1 0.04% Increased
48
Charles Schwab
Charles Schwab
California
$28.8M +$1.43M 4 0.04% Increased
49
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$27.8M $0 1 0.53% Maintained
50
Axa
Axa
France
$26.4M +$107K 1 0.11% Increased
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