← 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
Allianz Asset Management
Allianz Asset Management
Germany
$20.8M -$7.13M 2 0.02% Reduced
77
Emerald Advisers
Emerald Advisers
Pennsylvania
$20.4M +$20.7M 1 0.84% Increased
78
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$20.3M -$4.54M 2 0.05% Reduced
79
WI
Wafra Inc
New York
$20M $0 1 1.03% Maintained
80
Fidelity International
Fidelity International
Bermuda
$19.5M -$3.27M 1 0.05% Reduced
81
BA
Boston Advisors
Massachusetts
$19.4M +$18.6M 1 0.46% New
82
NCGI
Next Century Growth Investors
Minnesota
$19.3M +$6.29M 2 1.63% Increased
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$19.1M -$862K 4 0.04% Reduced
84
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$18.7M +$209K 2 0.11% Increased
85
GH
GAM Holding
Switzerland
$18.7M -$2.48M 1 0.3% Reduced
86
SCM
SG Capital Management
Illinois
$17.5M +$16.7M 1 4.26% New
87
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$17.4M +$2.66M 4 0.35% Increased
88
CEP
Chicago Equity Partners
Illinois
$17.4M +$1.61M 2 0.5% Increased
89
Castleark Management
Castleark Management
Illinois
$17.1M -$16.3M 1 0.54% Reduced
90
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$16.6M -$4.01M 1 0.95% Reduced
91
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$16.4M -$4.22M 2 1.09% Reduced
92
Swiss National Bank
Swiss National Bank
Switzerland
$16.3M +$36.5K 4 0.02% Increased
93
BIM
Bogle Investment Management
Massachusetts
$16.1M -$1.32M 2 1.13% Reduced
94
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.1M +$16.2M 1 0.74% Increased
95
Credit Suisse
Credit Suisse
Switzerland
$16M -$462K 4 0.01% Reduced
96
OAM
Oxford Asset Management
United Kingdom
$16M +$2.57M 3 0.39% Increased
97
TCM
Tygh Capital Management
Oregon
$15.9M -$481K 2 3.71% Reduced
98
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$15.5M +$914K 4 0.04% Increased
99
Royce & Associates
Royce & Associates
New York
$15.4M -$4.06M 2 0.1% Reduced
100
USAA
United Services Automobile Association
Texas
$14.9M -$189K 2 0.05% Reduced