← 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
$56.8M -$15.3M 1 3.47% Reduced
27
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$52.1M +$5.74M 1 2.21% Increased
28
VOYA Investment Management
VOYA Investment Management
Georgia
$50.6M +$34.5M 4 0.1% Increased
29
Point72 Asset Management
Point72 Asset Management
Connecticut
$50.2M +$4.98M 2 0.35% Increased
30
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$49.7M +$18.2M 3 0.13% Increased
31
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$48.9M +$19.6M 2 0.34% Increased
32
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$47.4M +$27.8M 1 1% Increased
33
Emerald Acquisition
Emerald Acquisition
Washington
$46.8M +$13.7M 4 0.09% Increased
34
Deutsche Bank
Deutsche Bank
Germany
$46M -$4.92M 4 0.03% Reduced
35
Millennium Management
Millennium Management
New York
$45.9M +$20.6M 3 0.08% Increased
36
Charles Schwab
Charles Schwab
California
$44.1M +$2.42M 4 0.05% Increased
37
Principal Financial Group
Principal Financial Group
Iowa
$42.2M +$832K 3 0.06% Increased
38
Guggenheim Capital
Guggenheim Capital
Illinois
$41.4M -$1.64M 3 0.13% Reduced
39
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$40.5M -$16.4M 1 0.7% Reduced
40
Bank of America
Bank of America
North Carolina
$37.1M -$4.2M 4 0.01% Reduced
41
SCM
SG Capital Management
Illinois
$36M +$11.6M 3 10.25% Increased
42
Artisan Partners
Artisan Partners
Wisconsin
$35.7M -$26M 1 0.07% Reduced
43
BlackRock Group
BlackRock Group
United Kingdom
$35.4M +$216K 4 0.02% Increased
44
Homestead Advisers
Homestead Advisers
Virginia
$35.1M +$2.86M 1 0.58% Increased
45
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$33.3M -$4.01M 4 0.02% Reduced
46
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$31M -$9.12M 2 0.11% Reduced
47
Royce & Associates
Royce & Associates
New York
$29.7M -$16.1M 2 0.2% Reduced
48
Putnam Investments
Putnam Investments
Massachusetts
$28.8M -$8.23M 2 0.07% Reduced
49
JP Morgan Chase
JP Morgan Chase
New York
$28.7M -$1.44M 4 0.01% Reduced
50
Glenmede Trust
Glenmede Trust
Pennsylvania
$28M +$84.4K 3 0.16% Increased
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