← 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
Rathbones Group
Rathbones Group
United Kingdom
$30.3M +$2.47M 2 2.11% Increased
77
ClearBridge Investments
ClearBridge Investments
New York
$30.3M -$150K 1 0.03% Reduced
78
UBS AM
UBS AM
Illinois
$29.9M +$402K 4 0.03% Increased
79
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$29M +$28.2M 1 0.13% New
80
California Public Employees Retirement System
California Public Employees Retirement System
California
$28.8M -$1.28M 4 0.04% Reduced
81
Royce & Associates
Royce & Associates
New York
$28.7M +$16.4M 2 0.1% Increased
82
Teachers Advisors
Teachers Advisors
New York
$28.5M -$6.85M 4 0.06% Reduced
83
APG Asset Management
APG Asset Management
Netherlands
$28.5M -$2.78M 3 0.06% Reduced
84
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$28.2M +$2.06M 2 0.08% Increased
85
Managed Account Advisors
Managed Account Advisors
New Jersey
$28M +$3.26M 4 0.03% Increased
86
BlackRock Investment Management
BlackRock Investment Management
Delaware
$27.8M +$96.8K 4 0.04% Increased
87
PEAK6 Group
PEAK6 Group
Illinois
$27.3M +$3.59M 2 0.21% Increased
88
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$27.1M -$844K 2 0.13% Reduced
89
DS
Dudley & Shanley
Florida
$26.7M -$299K 1 5.59% Reduced
90
UBS
UBS
Switzerland
$25.4M +$1.68M 4 0.02% Increased
91
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$23.7M +$3.21M 1 0.19% Increased
92
Stifel Financial
Stifel Financial
Missouri
$23.4M -$199K 3 0.21% Reduced
93
Channing Capital Management
Channing Capital Management
Illinois
$23M -$1.07M 1 1.39% Reduced
94
VFM
Viking Fund Management
North Dakota
$22.1M +$2.13M 1 2.46% Increased
95
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.5M +$1.13M 3 0.12% Increased
96
ICOM
Investment Counselors of Maryland
Maryland
$21.5M +$607K 1 1.07% Increased
97
Sentry Investments
Sentry Investments
Ontario, Canada
$21.5M -$16.9K 1 0.27% Reduced
98
AllianceBernstein
AllianceBernstein
Tennessee
$21.5M -$1.62M 4 0.02% Reduced
99
SAM
Sentinel Asset Management
Vermont
$21.4M +$1.06M 2 0.44% Increased
100
SFM
Systematic Financial Management
New Jersey
$21.2M -$535K 1 0.15% Reduced