← 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
Credit Agricole
Credit Agricole
France
$36.7M +$22.8M 2 0.11% Increased
52
Russell Investments Group
Russell Investments Group
United Kingdom
$35.6M -$18.9M 4 0.07% Reduced
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$35.2M -$2.25M 4 0.05% Reduced
54
Prudential Financial
Prudential Financial
New Jersey
$35.1M +$20.1M 3 0.05% Increased
55
CRCP
Copper Rock Capital Partners
Massachusetts
$32.1M +$535K 1 2.03% Increased
56
Teachers Advisors
Teachers Advisors
New York
$31.6M -$6.12M 4 0.05% Reduced
57
Sterling Capital Management
Sterling Capital Management
North Carolina
$30.6M -$577K 3 0.29% Reduced
58
NFA
Nationwide Fund Advisors
Ohio
$30.5M +$16.1M 4 0.12% Increased
59
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$29.8M +$512K 4 0.05% Increased
60
AAM
Ardevora Asset Management
United Kingdom
$29.5M +$91.3K 1 0.97% Increased
61
Daiwa Securities Group
Daiwa Securities Group
Japan
$28.5M +$26.9M 3 0.18% Increased
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$27.7M -$1.62M 4 0.05% Reduced
63
GW&K Investment Management
GW&K Investment Management
Massachusetts
$25.9M -$239K 1 0.49% Reduced
64
ICOM
Investment Counselors of Maryland
Maryland
$25.4M -$202K 2 1.33% Reduced
65
SAM
Sentinel Asset Management
Vermont
$25.3M +$428K 2 0.6% Increased
66
KBC Group
KBC Group
Belgium
$25.2M +$983K 3 0.23% Increased
67
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$24.9M -$16.5M 1 0.51% Reduced
68
HCM
Hodges Capital Management
Texas
$24.9M -$2.92M 1 1.25% Reduced
69
Wedge Capital Management
Wedge Capital Management
North Carolina
$24.9M -$1.26M 1 0.24% Reduced
70
1C
1060 Capital
Colorado
$24.1M +$9.1M 2 7.74% Increased
71
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$24M -$6M 3 0.57% Reduced
72
CIM
Corbyn Investment Management
Maryland
$23.7M -$2.95M 2 7.07% Reduced
73
WP
WMS Partners
Maryland
$23.2M -$659K 1 2.92% Reduced
74
Two Sigma Advisers
Two Sigma Advisers
New York
$21M +$1.21M 4 0.07% Increased
75
Fidelity Investments
Fidelity Investments
Massachusetts
$20.8M -$21.4M 3 0% Reduced