← 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
GH
GAM Holding
Switzerland
$18M -$574K 1 0.3% Reduced
77
Wells Fargo
Wells Fargo
California
$17.8M -$2.62M 4 0.01% Reduced
78
AL
AJO LP
Pennsylvania
$17.1M +$11.2M 2 0.07% Increased
79
Highbridge Capital Management
Highbridge Capital Management
New York
$16.3M +$14.2M 2 0.27% New
80
BCM
Billings Capital Management
Virginia
$16.2M -$2.48M 1 16.06% Reduced
81
USAA
United Services Automobile Association
Texas
$15.8M +$711K 2 0.06% Increased
82
Teachers Advisors
Teachers Advisors
New York
$15.7M +$3.37M 4 0.03% Increased
83
Panagora Asset Management
Panagora Asset Management
Massachusetts
$15.4M +$12.9M 2 0.08% Increased
84
Sterling Capital Management
Sterling Capital Management
North Carolina
$15.2M +$589K 1 0.14% Increased
85
HSBC Holdings
HSBC Holdings
United Kingdom
$15.1M +$9.57M 2 0.04% Increased
86
Morgan Stanley
Morgan Stanley
New York
$15M +$1.58M 4 0.01% Increased
87
WP
WMS Partners
Maryland
$14.6M +$3.96K 1 2.02% Increased
88
BCM
Brown Capital Management
Maryland
$14.2M -$291K 1 0.24% Reduced
89
Trillium Asset Management
Trillium Asset Management
Massachusetts
$14M +$906K 1 0.93% Increased
90
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$14M +$12.3M 1 0.86% New
91
Numeric Investors
Numeric Investors
Massachusetts
$13.8M +$3.73M 1 0.15% Increased
92
APG Asset Management
APG Asset Management
Netherlands
$13.8M +$8.77M 1 0.03% Increased
93
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$13.5M +$1.41M 4 0.03% Increased
94
RCM
Riverhead Capital Management
Delaware
$13.4M +$7.4M 1 0.19% Increased
95
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$13.4M +$147K 1 0.03% Increased
96
Swiss National Bank
Swiss National Bank
Switzerland
$13.3M +$1.82M 4 0.02% Increased
97
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$13.1M +$6.5M 2 0.33% Increased
98
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$12.3M -$7.52M 4 0.02% Reduced
99
Neuberger Berman Group
Neuberger Berman Group
New York
$12.2M -$2.28M 1 0.02% Reduced
100
Davis Selected Advisers
Davis Selected Advisers
Arizona
$12M +$14.9K 1 0.05% Increased
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