← 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
Van Berkom & Associates
Quebec, Canada
$74.4M +$526K 1 2.17% Increased
27
Frontier Capital Management
Frontier Capital Management
Massachusetts
$73.3M +$657K 1 0.52% Increased
28
Hood River Capital Management
Hood River Capital Management
Florida
$69.1M +$351K 2 3.55% Increased
29
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$67.3M -$4.44M 2 0.11% Reduced
30
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$63.6M +$2.4M 2 0.68% Increased
31
Glenmede Trust
Glenmede Trust
Pennsylvania
$62.1M +$2.11M 3 0.27% Increased
32
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$56.8M -$7.09M 4 0.04% Reduced
33
Goldman Sachs
Goldman Sachs
New York
$56.3M -$5.87M 4 0.02% Reduced
34
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$51.8M +$16.1M 2 0.12% Increased
35
DnB Asset Management
DnB Asset Management
Norway
$51.4M +$841K 1 0.61% Increased
36
AQR Capital Management
AQR Capital Management
Connecticut
$50.8M +$9.27M 4 0.05% Increased
37
First Trust Advisors
First Trust Advisors
Illinois
$48.8M -$14.4M 4 0.1% Reduced
38
Deutsche Bank
Deutsche Bank
Germany
$48.3M +$2.77M 4 0.02% Increased
39
Homestead Advisers
Homestead Advisers
Virginia
$48M $0 1 0.75% Maintained
40
Russell Investments Group
Russell Investments Group
United Kingdom
$47.6M -$2.74M 4 0.1% Reduced
41
SCM
SG Capital Management
Illinois
$46.8M +$38.4M 1 7.72% Increased
42
Morgan Stanley
Morgan Stanley
New York
$45.3M -$7.89M 4 0.01% Reduced
43
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$45.2M +$39.9M 2 0.08% Increased
44
Wellington Management Group
Wellington Management Group
Massachusetts
$44.2M +$1.9M 2 0.01% Increased
45
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$43.8M -$338K 1 0.86% Reduced
46
SIM
Stelliam Investment Management
New York
$43.5M -$2.29M 1 2% Reduced
47
Two Sigma Investments
Two Sigma Investments
New York
$43.2M +$10.4M 3 0.13% Increased
48
Principal Financial Group
Principal Financial Group
Iowa
$42.4M +$698K 4 0.04% Increased
49
Alyeska Investment Group
Alyeska Investment Group
Illinois
$42.3M +$5.24M 1 0.38% Increased
50
D.E. Shaw & Co
D.E. Shaw & Co
New York
$42M +$6.55M 3 0.05% Increased
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