← 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	TIAA CREF Investment Management New York	$73.7M	+$893K	4	0.05%	Increased
27	Wellington Management Group Boston, Massachusetts	$71.7M	-$13.4M	3	0.02%	Reduced
28	JP Morgan Chase New York	$68.2M	-$33M	4	0.02%	Reduced
29	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$68.1M	-$3.32M	2	0.1%	Reduced
30	Rothschild & Co Asset Management US Stamford, Connecticut	$67.4M	+$13.9M	2	0.77%	Increased
31	Hood River Capital Management Palm Beach Gardens, Florida	$66.8M	+$7.9M	2	5.01%	Increased
32	Guggenheim Capital Chicago, Illinois	$65.8M	+$448K	3	0.18%	Increased
33	First Trust Advisors Wheaton, Illinois	$64.2M	+$10.2M	4	0.18%	Increased
34	Teacher Retirement System of Texas Austin, Texas	$62.5M	+$13.2M	2	0.45%	Increased
35	Ameriprise Minneapolis, Minnesota	$62.1M	-$11.6M	4	0.03%	Reduced
36	Wells Fargo San Francisco, California	$61.6M	+$13.2M	4	0.02%	Increased
37	Charles Schwab San Francisco, California	$59.5M	+$6.99M	4	0.06%	Increased
38	Loomis, Sayles & Company Boston, Massachusetts	$52.5M	-$4.66M	3	0.13%	Reduced
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$52.5M	-$11.5M	4	0.04%	Reduced
40	Van Berkom & Associates Montreal, Quebec, Canada	$47.5M	+$241K	1	1.78%	Increased
41	OppenheimerFunds New York	$44.5M	+$5.92M	3	0.05%	Increased
42	Morgan Stanley New York	$44.4M	+$10.6M	4	0.01%	Increased
43	Putnam Investments Boston, Massachusetts	$44M	+$5.19M	3	0.1%	Increased
44	Janus Henderson Investors US Denver, Colorado	$43.2M	-$26.3M	1	0.04%	Reduced
45	Axa Paris, France	$41.3M	+$3.1M	2	0.19%	Increased
46	Citadel Advisors Miami, Florida	$41.2M	+$10.5M	4	0.04%	Increased
47	Homestead Advisers Arlington, Virginia	$41M	+$1.46M	1	0.65%	Increased
48	Stifel Financial St. Louis, Missouri	$40.8M	+$1.71M	2	0.16%	Increased
49	Point72 Asset Management Stamford, Connecticut	$38.6M	+$18.9M	2	0.21%	Increased
50	Glenmede Trust Philadelphia, Pennsylvania	$38.4M	-$19.7M	4	0.18%	Reduced