← 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
Stifel Financial
Stifel Financial
Missouri
$36.6M +$3.12M 2 0.16% Increased
52
OppenheimerFunds
OppenheimerFunds
New York
$36.4M +$31M 3 0.05% Increased
53
Teachers Advisors
Teachers Advisors
New York
$35.9M +$1.71M 4 0.06% Increased
54
Axa
Axa
France
$35.9M +$31.4M 2 0.17% Increased
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$35.3M +$3.55M 4 0.05% Increased
56
Castleark Management
Castleark Management
Illinois
$32.3M +$3.18M 2 1.03% Increased
57
Morgan Stanley
Morgan Stanley
New York
$32.2M +$16.4M 4 0.01% Increased
58
Sterling Capital Management
Sterling Capital Management
North Carolina
$29.7M -$3.07M 3 0.27% Reduced
59
CRCP
Copper Rock Capital Partners
Massachusetts
$29.6M +$26.7M 1 1.9% New
60
Citadel Advisors
Citadel Advisors
Florida
$28.7M +$20.9M 4 0.03% Increased
61
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$28.3M -$4.76M 3 0.67% Reduced
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$27.7M -$1.57M 4 0.05% Reduced
63
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$27.7M +$774K 4 0.04% Increased
64
AAM
Ardevora Asset Management
United Kingdom
$27.6M +$24.9M 1 0.99% New
65
BlackRock Investment Management
BlackRock Investment Management
Delaware
$27.3M +$804K 4 0.03% Increased
66
HCM
Hodges Capital Management
Texas
$27.2M -$1.26M 1 1.25% Reduced
67
Allianz Asset Management
Allianz Asset Management
Germany
$27.2M +$599K 2 0.02% Increased
68
GW&K Investment Management
GW&K Investment Management
Massachusetts
$25.6M -$3.9M 1 0.5% Reduced
69
CIM
Corbyn Investment Management
Maryland
$25.3M -$5.51M 2 7.53% Reduced
70
Wedge Capital Management
Wedge Capital Management
North Carolina
$24.6M +$920K 1 0.24% Increased
71
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$23.7M -$13.8M 2 0.09% Reduced
72
ICOM
Investment Counselors of Maryland
Maryland
$23.6M -$1.74M 2 1.25% Reduced
73
SAM
Sentinel Asset Management
Vermont
$23.1M -$7.97M 2 0.58% Reduced
74
KBC Group
KBC Group
Belgium
$22.7M +$4.57M 3 0.23% Increased
75
WP
WMS Partners
Maryland
$22.4M -$4.4K 1 2.98% Reduced
1 2
3
4 5