← 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	LM Luminus Management Houston, Texas	$73.7M	+$9.56M	2	1.56%	Increased
27	Hood River Capital Management Palm Beach Gardens, Florida	$71.7M	-$12.1M	2	4.15%	Reduced
28	Goldman Sachs New York	$70.9M	+$2.28M	4	0.02%	Increased
29	Russell Investments Group London, United Kingdom	$70.7M	+$12.3M	4	0.12%	Increased
30	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$69.3M	-$274K	2	0.1%	Reduced
31	Millennium Management New York	$68.7M	-$64.7M	3	0.09%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$67.4M	+$2.08M	4	0.04%	Increased
33	Ameriprise Minneapolis, Minnesota	$67.2M	-$2.84M	4	0.03%	Reduced
34	First Trust Advisors Wheaton, Illinois	$64.3M	+$4.35M	4	0.15%	Increased
35	TIAA CREF Investment Management New York	$61.6M	-$16.7M	4	0.04%	Reduced
36	Wellington Management Group Boston, Massachusetts	$61.5M	-$4.32M	3	0.01%	Reduced
37	Renaissance Technologies New York	$61.4M	+$19.4M	4	0.07%	Increased
38	Caxton Associates (New York) New York	$61.1M	+$48.7M	2	3%	Increased
39	Glenmede Trust Philadelphia, Pennsylvania	$58M	+$5.86M	4	0.24%	Increased
40	Van Berkom & Associates Montreal, Quebec, Canada	$55.8M	+$6.81M	1	1.82%	Increased
41	Guggenheim Capital Chicago, Illinois	$52.2M	-$15.9M	3	0.12%	Reduced
42	Prudential Financial Newark, New Jersey	$51.5M	-$22M	4	0.07%	Reduced
43	JP Morgan Chase New York	$50.5M	-$7.94M	4	0.01%	Reduced
44	OppenheimerFunds New York	$48.6M	-$18.9M	3	0.06%	Reduced
45	Homestead Advisers Arlington, Virginia	$48M	$0	1	0.69%	Maintained
46	Teachers Advisors New York	$47.1M	+$2.83M	4	0.06%	Increased
47	Neuberger Berman Group New York	$45.7M	+$24.7M	1	0.05%	Increased
48	Royal Bank of Canada Toronto, Ontario, Canada	$44.6M	+$9.2M	4	0.02%	Increased
49	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$43.3M	+$41.6M	1	2.95%	New
50	Principal Financial Group Des Moines, Iowa	$42.8M	+$505K	4	0.04%	Increased