← 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
HCM
Hodges Capital Management
Texas
$24M -$619K 1 1.17% Reduced
52
CIM
Corbyn Investment Management
Maryland
$24M -$3.8M 2 7.8% Reduced
53
JP Morgan Chase
JP Morgan Chase
New York
$23.7M -$176M 3 0.01% Reduced
54
HHC
Hutchin Hill Capital
New York
$23.6M -$2.7M 2 0.79% Reduced
55
Fidelity Investments
Fidelity Investments
Massachusetts
$23.3M +$2.59M 2 0% Increased
56
SAM
Sentinel Asset Management
Vermont
$23.1M -$5.68M 2 0.55% Reduced
57
1832 Asset Management
1832 Asset Management
Ontario, Canada
$23M -$43.8M 2 0.09% Reduced
58
CCMH
Cornerstone Capital Management Holdings
New York
$23M +$4.04M 2 0.19% Increased
59
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$22.7M +$13M 2 0.08% Increased
60
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$22.6M +$14.1M 4 0.15% Increased
61
Stifel Financial
Stifel Financial
Missouri
$22.3M +$303K 2 0.1% Increased
62
Allianz Asset Management
Allianz Asset Management
Germany
$21.8M -$20.4M 3 0.02% Reduced
63
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$21.2M -$2.11M 1 0.07% Reduced
64
Panagora Asset Management
Panagora Asset Management
Massachusetts
$21.2M +$5.39M 2 0.11% Increased
65
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$20.1M +$15.2K 4 0.03% Increased
66
Wells Fargo
Wells Fargo
California
$20M +$2.1M 4 0.01% Increased
67
BCM
Billings Capital Management
Virginia
$19.8M +$1.94M 1 21.07% Increased
68
Millennium Management
Millennium Management
New York
$19.6M -$342K 3 0.04% Reduced
69
Morgan Stanley
Morgan Stanley
New York
$19.5M +$3.81M 4 0.01% Increased
70
California Public Employees Retirement System
California Public Employees Retirement System
California
$19.1M -$315K 4 0.03% Reduced
71
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$19M +$5.64M 2 0.49% Increased
72
Sterling Capital Management
Sterling Capital Management
North Carolina
$18.9M +$2.18M 2 0.17% Increased
73
CAM
Cortina Asset Management
Wisconsin
$18.6M +$10.1M 1 0.84% Increased
74
ICOM
Investment Counselors of Maryland
Maryland
$18.3M $0 2 1.01% Maintained
75
Renaissance Technologies
Renaissance Technologies
New York
$18.3M +$13.1M 3 0.03% Increased
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