← 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	First Trust Advisors Wheaton, Illinois	$36.1M	+$1.01M	4	0.12%	Increased
52	Millennium Management New York	$35.9M	+$9.2M	4	0.08%	Increased
53	KI Kalmar Investments Greenville, Delaware	$35.2M	-$99.9K	1	0.65%	Reduced
54	New York State Common Retirement Fund Albany, New York	$35M	+$331K	2	0.05%	Increased
55	Credit Suisse Zurich, Switzerland	$32.8M	+$4.51M	4	0.03%	Increased
56	RIM Rainier Investment Management Seattle, Washington	$32.7M	-$4.63M	1	0.59%	Reduced
57	Fidelity International Hamilton, Bermuda	$32.6M	+$3.5M	2	0.11%	Increased
58	HCM Hahn Capital Management Walnut Creek, California	$32.4M	+$3.15M	1	3.69%	Increased
59	Allianz Asset Management Munich, Germany	$31.8M	-$77.2M	1	0.04%	Reduced
60	ORI Oak Ridge Investments Chicago, Illinois	$30.9M	-$7.02M	1	0.74%	Reduced
61	Westwood Holdings Group Dallas, Texas	$30.4M	+$370K	1	0.23%	Increased
62	Waddell & Reed Financial Overland Park, Kansas	$29.9M	+$1.24M	1	0.04%	Increased
63	Bank of America Charlotte, North Carolina	$29.3M	-$1.57M	4	0.01%	Reduced
64	Loomis, Sayles & Company Boston, Massachusetts	$28.9M	+$1.36M	2	0.08%	Increased
65	BlackRock Advisors Wilmington, Delaware	$28.7M	-$942K	4	0.03%	Reduced
66	TIAA CREF Investment Management New York	$28.6M	-$14.9M	4	0.02%	Reduced
67	Charles Schwab San Francisco, California	$27.9M	+$1.77M	4	0.04%	Increased
68	Kornitzer Capital Management Shawnee Mission, Kansas	$27.1M	-$1.68M	2	0.32%	Reduced
69	D.E. Shaw & Co New York	$26.5M	+$15.3M	3	0.03%	Increased
70	BCM Brown Capital Management Baltimore, Maryland	$25.9M	-$3.95M	2	0.45%	Reduced
71	ZDA Zweig-DiMenna Associates New York	$25.6M	+$19.8M	1	1.1%	Increased
72	GW&K Investment Management Boston, Massachusetts	$25.3M	-$1.04M	1	0.6%	Reduced
73	SAM Sentinel Asset Management Montpelier, Vermont	$24.6M	+$4.31M	3	0.52%	Increased
74	PCM Penn Capital Management Philadelphia, Pennsylvania	$23.6M	-$1.32M	3	0.99%	Reduced
75	KBC Group Brussels, Belgium	$23.5M	+$21.2M	3	0.28%	Increased