← 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
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$48.4M +$14M 1 0.91% Increased
27
Deutsche Bank
Deutsche Bank
Germany
$43.9M -$8.86M 4 0.03% Reduced
28
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$42.1M +$5.66M 1 1.93% Increased
29
Bank of Montreal
Bank of Montreal
Ontario, Canada
$38.9M +$37.8M 4 0.04% Increased
30
Point72 Asset Management
Point72 Asset Management
Connecticut
$36.9M +$13.7M 2 0.25% Increased
31
Royce & Associates
Royce & Associates
New York
$36.7M -$16.4M 2 0.24% Reduced
32
Guggenheim Capital
Guggenheim Capital
Illinois
$35.6M +$1.24M 3 0.11% Increased
33
Bank of America
Bank of America
North Carolina
$34.7M +$311K 4 0.01% Increased
34
Charles Schwab
Charles Schwab
California
$33.6M +$342K 4 0.04% Increased
35
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$32.6M -$13.6M 2 0.13% Reduced
36
Principal Financial Group
Principal Financial Group
Iowa
$32.5M +$9.09M 3 0.05% Increased
37
Highbridge Capital Management
Highbridge Capital Management
New York
$32.5M +$15.7M 3 0.53% Increased
38
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.2M +$4.6M 4 0.02% Increased
39
Putnam Investments
Putnam Investments
Massachusetts
$30M +$9.25M 2 0.07% Increased
40
Two Sigma Investments
Two Sigma Investments
New York
$29.7M -$12.9M 3 0.13% Reduced
41
Victory Capital Management
Victory Capital Management
Texas
$29.4M +$3.21M 3 0.12% Increased
42
Homestead Advisers
Homestead Advisers
Virginia
$29.4M $0 1 0.5% Maintained
43
BlackRock Group
BlackRock Group
United Kingdom
$28.9M -$12.2M 4 0.02% Reduced
44
Prudential Financial
Prudential Financial
New Jersey
$27.2M +$2.31M 3 0.05% Increased
45
Emerald Acquisition
Emerald Acquisition
Washington
$26.4M +$27.7M 4 0.05% New
46
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$26M -$6.63M 4 0.02% Reduced
47
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$25.9M -$984K 2 0.07% Reduced
48
Glenmede Trust
Glenmede Trust
Pennsylvania
$25.5M +$1.76M 3 0.15% Increased
49
Fidelity International
Fidelity International
Bermuda
$25.3M -$3.51M 1 0.08% Reduced
50
GW&K Investment Management
GW&K Investment Management
Massachusetts
$25.1M -$1.11M 1 0.52% Reduced