← 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
Neuberger Berman Group
Neuberger Berman Group
New York
$55.2M -$14.3M 2 0.08% Reduced
27
Hood River Capital Management
Hood River Capital Management
Florida
$54.5M -$15.6M 2 3.21% Reduced
28
Goldman Sachs
Goldman Sachs
New York
$53.8M +$12.9M 4 0.02% Increased
29
Frontier Capital Management
Frontier Capital Management
Massachusetts
$53.2M -$2.91M 1 0.43% Reduced
30
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$51.6M +$1.6M 1 1.82% Increased
31
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$51M +$18.8M 1 1.03% Increased
32
D.E. Shaw & Co
D.E. Shaw & Co
New York
$49.8M +$1.99M 4 0.07% Increased
33
Glenmede Trust
Glenmede Trust
Pennsylvania
$48.7M -$8.08M 3 0.24% Reduced
34
NIMC
NWQ Investment Management Company
California
$46.9M +$12.2M 1 1.11% Increased
35
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$45.9M -$1.22M 2 0.09% Reduced
36
Principal Financial Group
Principal Financial Group
Iowa
$45.7M +$11.4M 3 0.05% Increased
37
Citadel Advisors
Citadel Advisors
Florida
$45.5M -$3.46M 3 0.02% Reduced
38
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$43.3M -$17.6M 2 0.11% Reduced
39
Two Sigma Advisers
Two Sigma Advisers
New York
$42.5M +$1.7M 3 0.12% Increased
40
Russell Investments Group
Russell Investments Group
United Kingdom
$42.2M +$12.3M 4 0.09% Increased
41
DnB Asset Management
DnB Asset Management
Norway
$40M $0 1 0.52% Maintained
42
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$36.9M -$2.19M 4 0.03% Reduced
43
JP Morgan Chase
JP Morgan Chase
New York
$35.9M +$3.6M 4 0.01% Increased
44
Deutsche Bank
Deutsche Bank
Germany
$35.8M -$778K 4 0.03% Reduced
45
SCM
SG Capital Management
Illinois
$35M -$10.1M 1 10.46% Reduced
46
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$34.8M -$20.3M 1 0.42% Reduced
47
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$34.3M -$431K 2 0.15% Reduced
48
Alyeska Investment Group
Alyeska Investment Group
Illinois
$33M -$18.9M 1 0.48% Reduced
49
IECM
Intrinsic Edge Capital Management
Illinois
$32.2M +$6.17M 1 5.42% Increased
50
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$31.7M +$9.43M 1 0.92% Increased
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