← 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	Van Berkom & Associates Montreal, Quebec, Canada	$47.7M	+$2.02M	1	2.16%	Increased
27	AQR Capital Management Greenwich, Connecticut	$45M	+$18.1M	2	0.08%	Increased
28	Norges Bank Oslo, Norway	$44.8M	-$605K	3	0.02%	Reduced
29	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$43.9M	+$2.33M	2	0.18%	Increased
30	Goldman Sachs New York	$42.5M	+$653K	4	0.01%	Increased
31	Two Sigma Investments New York	$42.1M	+$21.9M	3	0.2%	Increased
32	BlackRock Group London, United Kingdom	$40.2M	-$1.71M	4	0.02%	Reduced
33	Allianz Asset Management Munich, Germany	$40.2M	+$9.16M	3	0.05%	Increased
34	Homestead Advisers Arlington, Virginia	$37.7M	+$33.1M	1	0.67%	New
35	Bank of America Charlotte, North Carolina	$34.9M	-$30.4M	4	0.01%	Reduced
36	Victory Capital Management San Antonio, Texas	$33.9M	+$1.87M	3	0.14%	Increased
37	Guggenheim Capital Chicago, Illinois	$33.6M	-$5.87M	3	0.11%	Reduced
38	Jupiter Investment Management London, United Kingdom	$33.6M	+$29.4M	2	0.69%	New
39	GW&K Investment Management Boston, Massachusetts	$33.5M	+$236K	1	0.74%	Increased
40	Charles Schwab San Francisco, California	$33.2M	+$2.91M	4	0.04%	Increased
41	Edmond de Rothschild Asset Management (France) Paris, France	$32.4M	-$1.8M	2	1.41%	Reduced
42	Edmond de Rothschild Holding Chambesy, Switzerland	$32.4M	-$1.8M	2	1.03%	Reduced
43	TIAA CREF Investment Management New York	$32.2M	-$206K	4	0.02%	Reduced
44	Loomis, Sayles & Company Boston, Massachusetts	$32M	+$17.6M	3	0.09%	Increased
45	HCM Hodges Capital Management Dallas, Texas	$31.5M	-$14.6M	1	1.46%	Reduced
46	Glenmede Trust Philadelphia, Pennsylvania	$30.4M	-$2.52M	3	0.2%	Reduced
47	Credit Agricole Montrouge Cedex, France	$29.9M	+$4.08M	2	0.14%	Increased
48	Lord, Abbett & Co Jersey City, New Jersey	$29.6M	+$7.82M	1	0.09%	Increased
49	SAM Sentinel Asset Management Montpelier, Vermont	$28.7M	+$362K	2	0.64%	Increased
50	Russell Frank Company Seattle, Washington	$28.7M	-$11.4M	4	0.05%	Reduced