← 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
Glenmede Trust
Glenmede Trust
Pennsylvania
$38.4M $0 4 0.18% Maintained
52
Janus Henderson Group
Janus Henderson Group
$36.9M +$37.3M 1 0.03% New
53
Putnam Investments
Putnam Investments
Massachusetts
$36.7M -$4.75M 2 0.09% Reduced
54
Stifel Financial
Stifel Financial
Missouri
$34.8M -$1.5M 2 0.13% Reduced
55
AAM
Ardevora Asset Management
United Kingdom
$34.7M +$8.61M 1 1.09% Increased
56
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$34.3M +$1.7M 4 0.05% Increased
57
NFA
Nationwide Fund Advisors
Ohio
$33.9M +$2.36M 4 0.14% Increased
58
D.E. Shaw & Co
D.E. Shaw & Co
New York
$33.2M +$29.2M 2 0.05% Increased
59
Sterling Capital Management
Sterling Capital Management
North Carolina
$32.1M -$2.12M 1 0.31% Reduced
60
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.3M +$20.6M 4 0.02% Increased
61
Daiwa Securities Group
Daiwa Securities Group
Japan
$30.9M +$2.14M 3 0.2% Increased
62
CIM
Corbyn Investment Management
Maryland
$29.6M +$5.84M 2 9.25% Increased
63
GW&K Investment Management
GW&K Investment Management
Massachusetts
$26.9M -$861K 1 0.46% Reduced
64
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$26.8M -$1.74M 4 0.03% Reduced
65
CRCP
Copper Rock Capital Partners
Massachusetts
$26.6M -$1.02M 1 1.72% Reduced
66
Credit Agricole
Credit Agricole
France
$26.4M -$8.57M 3 0.09% Reduced
67
HCM
Hodges Capital Management
Texas
$25.4M -$1.28M 1 1.51% Reduced
68
Gotham Asset Management
Gotham Asset Management
New York
$25.4M +$24.2M 3 0.36% Increased
69
California Public Employees Retirement System
California Public Employees Retirement System
California
$24.8M -$1.19M 4 0.04% Reduced
70
Axa
Axa
France
$23.4M -$13.8M 2 0.11% Reduced
71
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$23.1M +$3.37M 1 1.45% Increased
72
NCGI
Next Century Growth Investors
Minnesota
$23.1M +$4.34M 2 2.21% Increased
73
Fidelity International
Fidelity International
Bermuda
$22M +$31.5K 1 0.06% Increased
74
Wedge Capital Management
Wedge Capital Management
North Carolina
$22M -$77.9K 1 0.21% Reduced
75
BA
Boston Advisors
Massachusetts
$21.9M -$3.89K 1 0.51% Reduced
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