← 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	JP Morgan Chase New York	$48.8M	+$9.27M	2	0.01%	Increased
52	OppenheimerFunds New York	$47.7M	+$21.7M	2	0.05%	Increased
53	RIM Rainier Investment Management Seattle, Washington	$47.6M	-$41.1M	1	0.73%	Reduced
54	TIAA CREF Investment Management New York	$46.9M	-$2.49M	4	0.03%	Reduced
55	1919 Investment Counsel Baltimore, Maryland	$44.4M	-$1.51M	1	0.91%	Reduced
56	ACM Argent Capital Management St Louis, Missouri	$44.4M	-$822K	1	2.36%	Reduced
57	Two Sigma Investments New York	$44M	+$18.9M	4	0.2%	Increased
58	KI Kalmar Investments Greenville, Delaware	$43M	+$702K	1	0.74%	Increased
59	New York State Common Retirement Fund Albany, New York	$42.6M	+$7.01M	2	0.06%	Increased
60	Credit Suisse Zurich, Switzerland	$39.4M	+$11.6M	4	0.03%	Increased
61	Royal Bank of Canada Toronto, Ontario, Canada	$39.3M	+$3.64M	3	0.03%	Increased
62	Westwood Holdings Group Dallas, Texas	$37.4M	-$1.34M	1	0.28%	Reduced
63	Waddell & Reed Financial Overland Park, Kansas	$36.5M	$0	1	0.05%	Maintained
64	Prudential Financial Newark, New Jersey	$36.3M	+$798K	4	0.06%	Increased
65	Teachers Advisors New York	$34.9M	+$14M	4	0.07%	Increased
66	First Trust Advisors Wheaton, Illinois	$34.9M	+$12.2M	4	0.14%	Increased
67	Two Sigma Advisers New York	$34.6M	+$4.66M	3	0.27%	Increased
68	BCM Brown Capital Management Baltimore, Maryland	$34.6M	+$2.43M	2	0.58%	Increased
69	Kornitzer Capital Management Shawnee Mission, Kansas	$33.4M	-$1.16M	2	0.36%	Reduced
70	GH GAM Holding Zurich, Switzerland	$33.3M	+$5.28M	2	0.51%	Increased
71	BlackRock Advisors Wilmington, Delaware	$32.7M	+$1.57M	4	0.03%	Increased
72	DnB Asset Management Oslo, Norway	$32.4M	+$32.4M	1	0.69%	New
73	APG Asset Management Amsterdam, Netherlands	$31.4M	+$3.28M	3	0.07%	Increased
74	SM Stratton Management King Of Prussia, Pennsylvania	$31M	+$3.82M	1	1.29%	Increased
75	Charles Schwab San Francisco, California	$30.7M	+$1.16M	4	0.05%	Increased