← 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
Fidelity International
Fidelity International
Bermuda
$21.9M -$12.3M 1 0.06% Reduced
77
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.8M -$17.7M 4 0.01% Reduced
78
Two Sigma Investments
Two Sigma Investments
New York
$21.8M -$3.43M 3 0.08% Reduced
79
Marshall Wace
Marshall Wace
United Kingdom
$20.8M +$4.29M 1 0.14% Increased
80
D.E. Shaw & Co
D.E. Shaw & Co
New York
$20M +$5.15M 3 0.03% Increased
81
GH
GAM Holding
Switzerland
$19.9M -$3.32M 1 0.35% Reduced
82
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$19.8M +$17.6M 2 1.22% New
83
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$19.5M -$1.97M 1 1.14% Reduced
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$18.9M -$456K 4 0.04% Reduced
85
WI
Wafra Inc
New York
$18.8M +$16.9M 1 1.02% New
86
Two Sigma Advisers
Two Sigma Advisers
New York
$18.7M +$1.53M 4 0.07% Increased
87
Royce & Associates
Royce & Associates
New York
$18.6M -$17.3M 2 0.12% Reduced
88
CHA
Cedar Hill Associates
Illinois
$18.4M -$513K 1 3.1% Reduced
89
Point72 Asset Management
Point72 Asset Management
Connecticut
$18M -$40.2M 2 0.13% Reduced
90
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$17.3M +$15.7M 2 0.1% New
91
Eagle Asset Management
Eagle Asset Management
Florida
$17.3M +$9.89M 2 0.11% Increased
92
Numeric Investors
Numeric Investors
Massachusetts
$16.8M -$1.34M 1 0.15% Reduced
93
Hancock Whitney
Hancock Whitney
Mississippi
$16.6M -$554K 2 0.62% Reduced
94
BIM
Bogle Investment Management
Massachusetts
$16.6M +$1.01M 2 1.15% Increased
95
Panagora Asset Management
Panagora Asset Management
Massachusetts
$16.5M -$9.8M 2 0.08% Reduced
96
TCM
Tygh Capital Management
Oregon
$15.5M -$4.85M 3 3.91% Reduced
97
Credit Suisse
Credit Suisse
Switzerland
$15.5M -$276K 4 0.02% Reduced
98
Neuberger Berman Group
Neuberger Berman Group
New York
$15.4M -$782K 2 0.02% Reduced
99
Swiss National Bank
Swiss National Bank
Switzerland
$15.3M +$219K 4 0.02% Increased
100
KMC
Kirr Marbach & Co
Indiana
$15.1M -$1.31M 1 3.13% Reduced