← 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
Fidelity International
Fidelity International
Bermuda
$27.8M -$5.45M 1 0.08% Reduced
52
Wells Fargo
Wells Fargo
California
$27.3M +$2.01M 4 0.01% Increased
53
Teachers Advisors
Teachers Advisors
New York
$27.1M +$9.22M 4 0.05% Increased
54
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$27M +$3.57M 3 0.63% Increased
55
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$26.9M -$4.5M 4 0.02% Reduced
56
GW&K Investment Management
GW&K Investment Management
Massachusetts
$26.8M -$456K 1 0.5% Reduced
57
BCM
Billings Capital Management
Virginia
$26.8M +$404K 1 19.97% Increased
58
Stifel Financial
Stifel Financial
Missouri
$26.6M -$304K 2 0.12% Reduced
59
Hood River Capital Management
Hood River Capital Management
Florida
$26.2M +$8M 1 2.69% Increased
60
Sterling Capital Management
Sterling Capital Management
North Carolina
$25.9M +$648K 3 0.24% Increased
61
HCM
Hodges Capital Management
Texas
$25.8M -$311K 1 1.24% Reduced
62
SAM
Sentinel Asset Management
Vermont
$25.5M -$2.57M 2 0.61% Reduced
63
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$25.2M +$5.41M 4 0.04% Increased
64
CIM
Corbyn Investment Management
Maryland
$24.6M -$5.85M 2 7.95% Reduced
65
CAM
Cortina Asset Management
Wisconsin
$24.3M -$385K 1 1.05% Reduced
66
California Public Employees Retirement System
California Public Employees Retirement System
California
$23.5M -$265K 4 0.04% Reduced
67
Castleark Management
Castleark Management
Illinois
$22.7M +$6.94M 2 0.69% Increased
68
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22.3M +$7M 1 0.18% Increased
69
Panagora Asset Management
Panagora Asset Management
Massachusetts
$22M -$3.3M 2 0.11% Reduced
70
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$21.3M -$3.52M 4 0.03% Reduced
71
BlackRock Investment Management
BlackRock Investment Management
Delaware
$21.3M -$617K 4 0.03% Reduced
72
Renaissance Technologies
Renaissance Technologies
New York
$20.8M -$857K 3 0.04% Reduced
73
Two Sigma Investments
Two Sigma Investments
New York
$20.8M -$13.5M 4 0.08% Reduced
74
Allianz Asset Management
Allianz Asset Management
Germany
$20.6M -$7.2M 2 0.02% Reduced
75
ICOM
Investment Counselors of Maryland
Maryland
$20.4M -$2.33M 2 1.22% Reduced
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