← 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
DCM
Daruma Capital Management
New York
$45.5M +$46.5M 1 2.72% New
27
HCM
Hodges Capital Management
Texas
$43.7M -$4.2M 1 1.82% Reduced
28
Credit Suisse
Credit Suisse
Switzerland
$43.2M -$44.5M 4 0.05% Reduced
29
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$41.1M +$73.2K 1 2.03% Increased
30
Norges Bank
Norges Bank
Norway
$40.5M -$12.8M 3 0.02% Reduced
31
BlackRock Group
BlackRock Group
United Kingdom
$37.8M +$553K 4 0.02% Increased
32
Russell Frank Company
Russell Frank Company
Washington
$37.8M +$19.5M 4 0.07% Increased
33
Goldman Sachs
Goldman Sachs
New York
$37.2M +$10.1M 3 0.01% Increased
34
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$36.2M +$21.1M 2 0.17% Increased
35
Guggenheim Capital
Guggenheim Capital
Illinois
$36M +$508K 3 0.1% Increased
36
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$35M -$50.9M 2 0.15% Reduced
37
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$34.8M +$34.1M 1 0.03% Increased
38
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$34.2M $0 1 0.61% Maintained
39
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$30.6M +$367K 2 1.08% Increased
40
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$30.6M -$6.58M 2 0.81% Reduced
41
Glenmede Trust
Glenmede Trust
Pennsylvania
$30.2M +$256K 3 0.21% Increased
42
GW&K Investment Management
GW&K Investment Management
Massachusetts
$30.1M -$1.41M 1 0.71% Reduced
43
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$29.4M -$868K 1 0.54% Reduced
44
LCS
Levin Capital Strategies
New York
$29M -$14.8M 3 0.51% Reduced
45
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$28.7M +$11.6M 4 0.02% Increased
46
Victory Capital Management
Victory Capital Management
Texas
$28.7M +$5.36M 3 0.12% Increased
47
PM
Pembroke Management
Quebec, Canada
$26.4M -$2.92M 1 2.13% Reduced
48
Charles Schwab
Charles Schwab
California
$26.4M -$142K 4 0.04% Reduced
49
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.3M +$13.8M 1 0.05% Increased
50
HHC
Hutchin Hill Capital
New York
$26.1M +$26.9M 2 0.65% New