← 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
PM
Pembroke Management
Quebec, Canada
$18.2M -$1.87M 1 1.67% Reduced
77
BlackRock Investment Management
BlackRock Investment Management
Delaware
$17.8M -$448K 4 0.02% Reduced
78
OAM
Oxford Asset Management
United Kingdom
$17.7M +$8.54M 2 0.58% Increased
79
SCM
SG Capital Management
Illinois
$17.2M +$5.5M 1 4.24% Increased
80
GH
GAM Holding
Switzerland
$17.2M -$1.31M 1 0.27% Reduced
81
Credit Agricole
Credit Agricole
France
$15.9M -$15.1M 2 0.06% Reduced
82
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$15.7M +$3.29M 4 0.02% Increased
83
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$15.7M -$115K 1 0.32% Reduced
84
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$15.3M +$1.02M 1 0.95% Increased
85
WP
WMS Partners
Maryland
$14.9M +$17K 1 2.07% Increased
86
Trillium Asset Management
Trillium Asset Management
Massachusetts
$14.7M +$379K 1 0.97% Increased
87
APG Asset Management
APG Asset Management
Netherlands
$14.4M +$294K 1 0.03% Increased
88
Teachers Advisors
Teachers Advisors
New York
$14M -$1.82M 4 0.02% Reduced
89
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$13.6M -$9.1M 2 0.06% Reduced
90
Wedge Capital Management
Wedge Capital Management
North Carolina
$13.4M +$13.4M 1 0.14% New
91
Hood River Capital Management
Hood River Capital Management
Florida
$13.2M +$3.22M 1 1.76% Increased
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$12.8M -$711K 4 0.03% Reduced
93
D.E. Shaw & Co
D.E. Shaw & Co
New York
$12.6M -$7.35M 3 0.02% Reduced
94
USAA
United Services Automobile Association
Texas
$12.3M -$312K 2 0.04% Reduced
95
Neuberger Berman Group
Neuberger Berman Group
New York
$12.3M -$219K 1 0.02% Reduced
96
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$12M +$11.6M 2 0.25% Increased
97
CHA
Cedar Hill Associates
Illinois
$12M -$54.3K 1 2.06% Reduced
98
FPC
Falcon Point Capital
California
$11.3M -$388K 1 1.95% Reduced
99
Castleark Management
Castleark Management
Illinois
$11.3M +$11.2M 1 0.36% New
100
Westfield Capital Management
Westfield Capital Management
Massachusetts
$11M -$1.07M 1 0.09% Reduced
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