← 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
Nordea Investment Management
Nordea Investment Management
Sweden
$68.2M +$34.9M 3 0.14% Increased
27
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$66.1M +$16.9M 2 0.14% Increased
28
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$65.6M +$25.8M 2 0.11% Increased
29
Ameriprise
Ameriprise
Minnesota
$65.4M -$5.74M 4 0.02% Reduced
30
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$65.1M -$2.86M 1 1.85% Reduced
31
Glenmede Trust
Glenmede Trust
Pennsylvania
$62M +$7.5M 2 0.25% Increased
32
Frontier Capital Management
Frontier Capital Management
Massachusetts
$61.6M -$3M 1 0.4% Reduced
33
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$60.5M -$841K 2 0.1% Reduced
34
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$58.5M +$133K 2 0.6% Increased
35
Two Sigma Investments
Two Sigma Investments
New York
$58.1M +$15.3M 2 0.16% Increased
36
H
Hexavest
Quebec, Canada
$57.5M +$27.9M 1 0.74% Increased
37
Alyeska Investment Group
Alyeska Investment Group
Illinois
$56M +$19.4M 1 0.61% Increased
38
Citadel Advisors
Citadel Advisors
Florida
$54.4M +$37.7M 4 0.02% Increased
39
D.E. Shaw & Co
D.E. Shaw & Co
New York
$53.5M +$12.4M 3 0.06% Increased
40
First Trust Advisors
First Trust Advisors
Illinois
$49.2M +$2.77M 4 0.09% Increased
41
SCM
SG Capital Management
Illinois
$49M +$8.14M 1 12.02% Increased
42
Goldman Sachs
Goldman Sachs
New York
$47M -$7.22M 4 0.01% Reduced
43
Two Sigma Advisers
Two Sigma Advisers
New York
$45.9M +$15.6M 3 0.11% Increased
44
DnB Asset Management
DnB Asset Management
Norway
$44M -$1.27M 1 0.49% Reduced
45
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$43.8M -$9.91M 4 0.03% Reduced
46
Homestead Advisers
Homestead Advisers
Virginia
$43.8M $0 1 0.67% Maintained
47
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$43.1M +$11.4M 2 0.63% Increased
48
Deutsche Bank
Deutsche Bank
Germany
$41M -$5.31M 4 0.02% Reduced
49
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$39.8M +$9.07M 4 0.02% Increased
50
Wellington Management Group
Wellington Management Group
Massachusetts
$39.7M -$718K 2 0.01% Reduced
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