← 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
Millennium Management
Millennium Management
New York
$41.3M +$23.4M 3 0.05% Increased
52
JP Morgan Chase
JP Morgan Chase
New York
$41.3M +$1.39M 4 0.01% Increased
53
Sterling Capital Management
Sterling Capital Management
North Carolina
$39.3M -$4.39M 1 0.37% Reduced
54
Westfield Capital Management
Westfield Capital Management
Massachusetts
$39.1M +$14M 1 0.29% Increased
55
OppenheimerFunds
OppenheimerFunds
New York
$35.6M +$3.54M 3 0.04% Increased
56
Nordea Investment Management
Nordea Investment Management
Sweden
$34.8M +$5.7M 2 0.08% Increased
57
Renaissance Technologies
Renaissance Technologies
New York
$33.7M -$13.5M 3 0.04% Reduced
58
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$33.5M +$21.8M 2 0.51% Increased
59
AL
AJO LP
Pennsylvania
$33.5M +$3.66M 3 0.15% Increased
60
Foresters Investment Management
Foresters Investment Management
New York
$33.1M -$2.32M 1 0.56% Reduced
61
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$32.4M -$8.28M 4 0.01% Reduced
62
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$31.4M +$5.81M 1 1.61% Increased
63
Two Sigma Advisers
Two Sigma Advisers
New York
$31.1M +$14.1M 3 0.08% Increased
64
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$30.7M -$3.25M 2 0.06% Reduced
65
H
Hexavest
Quebec, Canada
$30.1M +$31.4M 1 0.39% Increased
66
GW&K Investment Management
GW&K Investment Management
Massachusetts
$29.7M +$5.06M 1 0.49% Increased
67
Marshall Wace North America
Marshall Wace North America
New York
$29.7M +$10.7M 3 0.17% Increased
68
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$28.7M +$1.55M 2 0.11% Increased
69
California Public Employees Retirement System
California Public Employees Retirement System
California
$28.5M +$1.68M 4 0.04% Increased
70
ABC
Anchor Bolt Capital
Illinois
$28.2M +$11.5M 2 1.24% Increased
71
Teachers Advisors
Teachers Advisors
New York
$27.7M -$1.02M 4 0.03% Reduced
72
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$27M -$4.04M 3 0.42% Reduced
73
Fidelity International
Fidelity International
Bermuda
$26.4M +$791K 1 0.04% Increased
74
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$25.7M -$2.33M 4 0.02% Reduced
75
CRCP
Copper Rock Capital Partners
Massachusetts
$25.5M -$2.11M 1 1.47% Reduced
1 2
3
4 5