← 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
CCMH
Cornerstone Capital Management Holdings
New York
$19.4M -$7.45M 1 0.14% Reduced
77
GH
GAM Holding
Switzerland
$18.9M -$1.69M 1 0.33% Reduced
78
Wedge Capital Management
Wedge Capital Management
North Carolina
$18.9M +$2.44M 1 0.19% Increased
79
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$18.3M -$4.44M 1 0.06% Reduced
80
WP
WMS Partners
Maryland
$18M -$69.8K 1 2.41% Reduced
81
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$17.9M +$16.3M 1 0.31% New
82
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$17.4M -$1.08M 1 1.13% Reduced
83
TCM
Tygh Capital Management
Oregon
$16.6M +$6.74M 3 4.49% Increased
84
Fidelity Investments
Fidelity Investments
Massachusetts
$16.4M -$10.7M 2 0% Reduced
85
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$15.7M +$12.8K 4 0.03% Increased
86
OAM
Oxford Asset Management
United Kingdom
$15.7M -$6.63M 2 0.48% Reduced
87
Numeric Investors
Numeric Investors
Massachusetts
$15.5M +$3.89M 2 0.15% Increased
88
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$15.3M -$2.01M 2 0.07% Reduced
89
CHA
Cedar Hill Associates
Illinois
$15.3M +$655K 1 2.49% Increased
90
1832 Asset Management
1832 Asset Management
Ontario, Canada
$15M -$12.3M 2 0.06% Reduced
91
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$14.7M +$57.6K 2 0.26% Increased
92
Alyeska Investment Group
Alyeska Investment Group
Illinois
$14.7M +$13.3M 1 0.14% New
93
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$14.3M -$12.4M 2 0.05% Reduced
94
KBC Group
KBC Group
Belgium
$14.2M +$2.7M 3 0.17% Increased
95
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$14.1M +$4.55M 2 0.33% Increased
96
CCM
Coe Capital Management
Illinois
$13.9M +$6.38M 2 4.49% Increased
97
Two Sigma Advisers
Two Sigma Advisers
New York
$13.8M +$673K 4 0.06% Increased
98
Barclays
Barclays
United Kingdom
$13.8M +$3.78M 4 0.02% Increased
99
Hancock Whitney
Hancock Whitney
Mississippi
$13.5M +$1.32M 2 0.54% Increased
100
Prudential Financial
Prudential Financial
New Jersey
$13.5M -$18M 3 0.02% Reduced