← 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
76
PCM
Penn Capital Management
Pennsylvania
$30M -$481K 3 1.16% Reduced
77
Barclays
Barclays
United Kingdom
$29.4M +$24.5M 4 0.03% Increased
78
California Public Employees Retirement System
California Public Employees Retirement System
California
$29.4M -$845K 4 0.04% Reduced
79
ClearBridge Investments
ClearBridge Investments
New York
$29M -$753K 1 0.03% Reduced
80
UBS AM
UBS AM
Illinois
$28.4M +$733K 4 0.03% Increased
81
D.E. Shaw & Co
D.E. Shaw & Co
New York
$28.1M +$13.3M 4 0.04% Increased
82
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$27.9M -$24.1M 2 0.08% Reduced
83
HCM
Hahn Capital Management
California
$27.6M +$5.85M 1 3.64% Increased
84
Bank of America
Bank of America
North Carolina
$27.3M +$9.96M 4 0.01% Increased
85
BlackRock Investment Management
BlackRock Investment Management
Delaware
$27.2M +$1.09M 4 0.04% Increased
86
Rathbones Group
Rathbones Group
United Kingdom
$27.1M +$3.43M 2 1.92% Increased
87
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$27.1M -$16M 2 0.13% Reduced
88
DS
Dudley & Shanley
Florida
$25.7M +$48.5K 1 5.18% Increased
89
GW&K Investment Management
GW&K Investment Management
Massachusetts
$25M +$25.1M 1 0.63% New
90
KBC Group
KBC Group
Belgium
$24.8M +$16.3M 2 0.28% Increased
91
Managed Account Advisors
Managed Account Advisors
New Jersey
$24.4M +$54.2K 4 0.03% Increased
92
Stifel Financial
Stifel Financial
Missouri
$24.2M +$5.59M 3 0.22% Increased
93
Fidelity International
Fidelity International
Bermuda
$23M +$19.4M 2 0.09% Increased
94
Channing Capital Management
Channing Capital Management
Illinois
$23M -$220K 1 1.36% Reduced
95
Eaton Vance Management
Eaton Vance Management
Massachusetts
$22.9M -$1.4M 3 0.07% Reduced
96
UBS
UBS
Switzerland
$22.8M +$2.67M 4 0.02% Increased
97
PEAK6 Group
PEAK6 Group
Illinois
$22.6M +$6.6M 2 0.22% Increased
98
AllianceBernstein
AllianceBernstein
Tennessee
$22.5M -$646K 4 0.02% Reduced
99
ZDA
Zweig-DiMenna Associates
New York
$22.2M +$260K 1 1.01% Increased
100
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$22.1M +$3.32M 1 0.17% Increased
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