← 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
51
CCM
Cadian Capital Management
New York
$33.1M +$34.7M 1 1.01% New
52
PM
Pembroke Management
Quebec, Canada
$29.8M +$27.3M 1 5.64% New
53
ING Group
ING Group
Netherlands
$29.6M +$31.1M 1 0.16% New
54
SM
Stratton Management
Pennsylvania
$29.4M +$27M 1 1.71% New
55
Westwood Holdings Group
Westwood Holdings Group
Texas
$28.9M +$31.2M 1 0.25% New
56
PineBridge Investments
PineBridge Investments
New York
$28.1M +$29.5M 1 0.89% New
57
PCM
Penn Capital Management
Pennsylvania
$28M +$27.4M 3 1.15% New
58
Munder Capital Management
Munder Capital Management
Michigan
$27.4M +$29.5M 2 0.23% New
59
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$27.1M +$28.5M 2 0.35% New
60
SIM
Stelliam Investment Management
New York
$27M +$28.3M 1 1.47% New
61
Deutsche Bank
Deutsche Bank
Germany
$26.6M +$27.4M 4 0.02% New
62
Royce & Associates
Royce & Associates
New York
$26.6M +$26.9M 3 0.08% New
63
Balyasny Asset Management
Balyasny Asset Management
Illinois
$26.1M +$25.4M 2 0.44% New
64
ACM
Argent Capital Management
Missouri
$25.9M +$27.2M 1 1.66% New
65
Russell Frank Company
Russell Frank Company
Washington
$25.8M +$25.2M 4 0.05% New
66
Neuberger Berman Group
Neuberger Berman Group
New York
$25.7M +$27.2M 2 0.03% New
67
Glenmede Trust
Glenmede Trust
Pennsylvania
$25.6M +$25.4M 4 0.32% New
68
KI
Kalmar Investments
Delaware
$23.4M +$24.5M 1 0.46% New
69
EA
Ecofin Advisors
United Kingdom
$22.7M +$24.2M 2 5.15% New
70
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$22.2M +$21.8M 2 0.13% New
71
UBS AM
UBS AM
Illinois
$22M +$22.8M 4 0.03% New
72
Credit Suisse
Credit Suisse
Switzerland
$21.8M +$22.7M 4 0.02% New
73
ZDA
Zweig-DiMenna Associates
New York
$21.7M +$22.8M 1 0.88% New
74
FMA
Fiduciary Management Associates
Illinois
$21.6M +$19.9M 2 1.69% New
75
Eaton Vance Management
Eaton Vance Management
Massachusetts
$21.1M +$22.6M 3 0.06% New
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