← 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
Charles Schwab
Charles Schwab
California
$32.8M +$2.32M 4 0.05% Increased
52
SCM
SAB Capital Management
New York
$31.9M +$31.4M 2 3.21% New
53
Axa
Axa
France
$31.3M -$438K 1 0.13% Reduced
54
KI
Kalmar Investments
Delaware
$31.1M -$127K 1 0.59% Reduced
55
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$31M +$2.25M 3 0.36% Increased
56
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$30.7M +$1.34M 1 0.51% Increased
57
Victory Capital Management
Victory Capital Management
Texas
$30.4M -$32.9M 4 0.11% Reduced
58
Calamos Advisors
Calamos Advisors
Illinois
$29M +$21.3M 1 0.18% Increased
59
Adage Capital Partners
Adage Capital Partners
Massachusetts
$28.7M +$19.7M 1 0.07% Increased
60
ClearBridge Investments
ClearBridge Investments
New York
$28.4M +$4.59M 1 0.03% Increased
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$28M -$6.97M 4 0.04% Reduced
62
GW&K Investment Management
GW&K Investment Management
Massachusetts
$27.9M -$529K 1 0.63% Reduced
63
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$27.7M +$810K 2 0.38% Increased
64
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$27.7M -$72.1K 2 0.08% Reduced
65
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.3M -$11.9M 4 0.02% Reduced
66
Wells Fargo
Wells Fargo
California
$27.2M -$5.81M 4 0.01% Reduced
67
SAM
Sentinel Asset Management
Vermont
$27M +$728K 3 0.62% Increased
68
PM
Pembroke Management
Quebec, Canada
$26.8M -$18.3M 1 1.7% Reduced
69
NRC
North Run Capital
Massachusetts
$26.5M +$24.9M 1 2.6% New
70
GH
GAM Holding
Switzerland
$25.6M +$2.09M 2 0.37% Increased
71
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$25.5M -$8.06M 3 0.05% Reduced
72
ICOM
Investment Counselors of Maryland
Maryland
$25.3M +$128K 2 1.18% Increased
73
DS
Dudley & Shanley
Florida
$25M +$54.1K 1 4.97% Increased
74
BlackRock Investment Management
BlackRock Investment Management
Delaware
$24.7M +$2.69M 4 0.03% Increased
75
Fidelity International
Fidelity International
Bermuda
$24.1M -$180K 1 0.08% Reduced