← 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
Morgan Stanley
Morgan Stanley
New York
$39.4M -$30.5M 4 0.01% Reduced
52
Renaissance Technologies
Renaissance Technologies
New York
$38.6M -$11M 4 0.05% Reduced
53
Daiwa Securities Group
Daiwa Securities Group
Japan
$37.8M +$4.09M 3 0.26% Increased
54
Two Sigma Investments
Two Sigma Investments
New York
$37M +$21.4M 4 0.13% Increased
55
Sterling Capital Management
Sterling Capital Management
North Carolina
$34.4M +$1.29M 1 0.32% Increased
56
CC
Cannell & Co
New York
$34.3M +$32.2M 1 1.19% New
57
NFA
Nationwide Fund Advisors
Ohio
$34.2M -$1.3M 4 0.13% Reduced
58
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$34.1M -$3.65M 4 0.04% Reduced
59
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$33M -$2.24M 4 0.02% Reduced
60
GW&K Investment Management
GW&K Investment Management
Massachusetts
$31.6M -$53.9K 1 0.53% Reduced
61
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$31.5M +$2.47M 4 0.03% Increased
62
DnB Asset Management
DnB Asset Management
Norway
$30.4M +$28.6M 1 0.4% New
63
CRCP
Copper Rock Capital Partners
Massachusetts
$30.2M -$1.01M 1 2.02% Reduced
64
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$29.1M +$5.87M 4 0.57% Increased
65
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$28.3M +$10.9M 2 0.18% Increased
66
California Public Employees Retirement System
California Public Employees Retirement System
California
$27.7M +$507K 4 0.04% Increased
67
UBS Group
UBS Group
Switzerland
$26.2M +$14.8M 4 0.01% Increased
68
FA
Friess Associates
Delaware
$26M +$24.4M 2 2.28% New
69
Two Sigma Advisers
Two Sigma Advisers
New York
$24.5M +$13.2M 4 0.07% Increased
70
D.E. Shaw & Co
D.E. Shaw & Co
New York
$24.4M -$12M 3 0.04% Reduced
71
TCM
Tygh Capital Management
Oregon
$23.7M +$5.61M 3 4.73% Increased
72
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$23.3M +$944K 2 1.53% Increased
73
IECM
Intrinsic Edge Capital Management
Illinois
$23.3M +$12.8M 3 4.59% Increased
74
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$23.2M +$164K 1 1.3% Increased
75
SCM
SG Capital Management
Illinois
$22.7M -$20.9M 1 2.45% Reduced
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