← 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
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$42.5M +$584K 3 0.09% Increased
52
Morgan Stanley
Morgan Stanley
New York
$41.2M -$139K 4 0.01% Reduced
53
Westfield Capital Management
Westfield Capital Management
Massachusetts
$40.7M +$20.3M 1 0.31% Increased
54
Sterling Capital Management
Sterling Capital Management
North Carolina
$38.7M +$2.24M 1 0.35% Increased
55
DnB Asset Management
DnB Asset Management
Norway
$38.4M +$5.71M 1 0.46% Increased
56
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$37.7M +$7.04M 4 0.66% Increased
57
FA
Friess Associates
Delaware
$36.6M +$8.9M 2 3.03% Increased
58
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$36.1M +$308K 4 0.04% Increased
59
Two Sigma Investments
Two Sigma Investments
New York
$35M -$3.45M 3 0.11% Reduced
60
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$35M +$10.3M 1 1.83% Increased
61
Citadel Advisors
Citadel Advisors
Florida
$34.6M -$86.4M 4 0.02% Reduced
62
Foresters Investment Management
Foresters Investment Management
New York
$34.3M +$24.2M 1 0.54% Increased
63
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$33M +$22.5M 1 0.72% Increased
64
CRCP
Copper Rock Capital Partners
Massachusetts
$32.8M +$1.09M 1 2.04% Increased
65
Alyeska Investment Group
Alyeska Investment Group
Illinois
$32.5M +$29.7M 2 0.26% New
66
UBS Group
UBS Group
Switzerland
$31M +$3.59M 4 0.01% Increased
67
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$30.5M -$2.36M 4 0.03% Reduced
68
SAM
Scopus Asset Management
New York
$30.3M +$8.5M 2 0.28% Increased
69
D.E. Shaw & Co
D.E. Shaw & Co
New York
$29.6M +$3.45M 3 0.04% Increased
70
California Public Employees Retirement System
California Public Employees Retirement System
California
$29.3M +$88.2K 4 0.04% Increased
71
RI
Redwood Investments
Massachusetts
$25.2M +$11.9M 1 1.78% Increased
72
GW&K Investment Management
GW&K Investment Management
Massachusetts
$24.6M -$4.75M 1 0.42% Reduced
73
Marshall Wace North America
Marshall Wace North America
New York
$24.5M +$10.3M 3 0.14% Increased
74
Nordea Investment Management
Nordea Investment Management
Sweden
$24.5M +$11.6M 2 0.06% Increased
75
Wedge Capital Management
Wedge Capital Management
North Carolina
$24.4M +$916K 1 0.22% Increased
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