← 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	Neuberger Berman Group New York	$47.5M	-$1.38M	2	0.05%	Reduced
52	Morgan Stanley New York	$47.5M	-$6.78M	4	0.02%	Reduced
53	RIM Rainier Investment Management Seattle, Washington	$47.2M	-$2.71M	1	0.79%	Reduced
54	Jennison Associates New York	$45.3M	+$44.4M	1	0.04%	New
55	KI Kalmar Investments Greenville, Delaware	$45.1M	$0	1	0.86%	Maintained
56	New York State Common Retirement Fund Albany, New York	$44.7M	+$431K	2	0.07%	Increased
57	ACM Argent Capital Management St Louis, Missouri	$44.6M	-$1.97M	1	2.45%	Reduced
58	First Trust Advisors Wheaton, Illinois	$43.2M	+$7.15M	4	0.17%	Increased
59	Fidelity International Hamilton, Bermuda	$39.3M	+$16.1M	2	0.15%	Increased
60	Bank of America Charlotte, North Carolina	$39.1M	+$10.8M	4	0.01%	Increased
61	BCM Brown Capital Management Baltimore, Maryland	$38.3M	+$2.52M	2	0.68%	Increased
62	HCM Hahn Capital Management Walnut Creek, California	$37.8M	+$8.7M	1	4.77%	Increased
63	Millennium Management New York	$36.8M	-$17.4M	2	0.09%	Reduced
64	Westwood Holdings Group Dallas, Texas	$34.7M	-$95.9K	1	0.27%	Reduced
65	Credit Suisse Zurich, Switzerland	$34.2M	-$5.35M	4	0.03%	Reduced
66	Kornitzer Capital Management Shawnee Mission, Kansas	$33.9M	-$508K	2	0.39%	Reduced
67	GH GAM Holding Zurich, Switzerland	$33.6M	-$1.16M	2	0.49%	Reduced
68	Barclays London, United Kingdom	$33.5M	+$3.82M	4	0.03%	Increased
69	Waddell & Reed Financial Overland Park, Kansas	$33.2M	-$760K	1	0.05%	Reduced
70	Charles Schwab San Francisco, California	$32.9M	+$1.54M	4	0.05%	Increased
71	PCM Penn Capital Management Philadelphia, Pennsylvania	$32.6M	+$1.92M	3	1.36%	Increased
72	BlackRock Advisors Wilmington, Delaware	$32.3M	-$529K	4	0.03%	Reduced
73	DnB Asset Management Oslo, Norway	$32.1M	-$1.85M	1	0.71%	Reduced
74	SM Stratton Management King Of Prussia, Pennsylvania	$30.6M	-$130K	1	1.38%	Reduced
75	GW&K Investment Management Boston, Massachusetts	$30.4M	+$7.22M	1	0.8%	Increased