← 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
$81.3M -$3.63M 2 0.1% Reduced
27
D.E. Shaw & Co
D.E. Shaw & Co
New York
$80.6M -$712K 3 0.1% Reduced
28
Jennison Associates
Jennison Associates
New York
$78.9M -$6.48M 2 0.08% Reduced
29
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$78.7M +$11.3M 1 0.05% Increased
30
Nuveen
Nuveen
North Carolina
$73.9M +$68M 4 0.03% Increased
31
Prudential Financial
Prudential Financial
New Jersey
$68.3M +$32.1M 4 0.11% Increased
32
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$68M +$12M 1 1.97% Increased
33
NIMC
NWQ Investment Management Company
California
$63.8M -$255K 1 1.43% Reduced
34
Goldman Sachs
Goldman Sachs
New York
$60.5M +$2.99M 4 0.02% Increased
35
Principal Financial Group
Principal Financial Group
Iowa
$58.7M +$16.2K 3 0.05% Increased
36
Deutsche Bank
Deutsche Bank
Germany
$55.1M +$1.22M 4 0.03% Increased
37
DnB Asset Management
DnB Asset Management
Norway
$50.6M -$1.16M 1 0.58% Reduced
38
Frontier Capital Management
Frontier Capital Management
Massachusetts
$48.5M -$8.01M 1 0.37% Reduced
39
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$46.9M -$3.56M 2 0.09% Reduced
40
Wellington Management Group
Wellington Management Group
Massachusetts
$46.4M +$5.14M 3 0.01% Increased
41
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$45.2M +$988K 2 0.17% Increased
42
Hood River Capital Management
Hood River Capital Management
Florida
$44.6M -$8.97M 1 2.09% Reduced
43
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$43.6M +$10.6M 1 1.22% Increased
44
Glenmede Trust
Glenmede Trust
Pennsylvania
$43.5M -$10.2M 3 0.19% Reduced
45
JP Morgan Chase
JP Morgan Chase
New York
$41.4M +$4.6M 4 0.01% Increased
46
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41M +$8.62M 1 0.48% Increased
47
RHJA
Rice Hall James & Associates
California
$40.4M -$387K 2 1.34% Reduced
48
Los Angeles Capital Management
Los Angeles Capital Management
California
$39M +$571K 3 0.21% Increased
49
Renaissance Technologies
Renaissance Technologies
New York
$36.1M +$20M 3 0.03% Increased
50
Alyeska Investment Group
Alyeska Investment Group
Illinois
$34.9M -$13.3M 1 0.45% Reduced