← 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
Emerald Advisers
Emerald Advisers
Pennsylvania
$20.9M -$893K 1 0.87% Reduced
77
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$20.9M +$4.87M 4 0.45% Increased
78
Fidelity Investments
Fidelity Investments
Massachusetts
$20.8M +$1.36M 3 0% Increased
79
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$20.3M +$5.57M 1 1.18% Increased
80
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$20.1M -$475K 2 0.05% Reduced
81
WP
WMS Partners
Maryland
$20M -$596K 1 2.48% Reduced
82
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$20M +$18.3M 3 0.16% Increased
83
ICOM
Investment Counselors of Maryland
Maryland
$19.3M $0 2 1% Maintained
84
OAM
Oxford Asset Management
United Kingdom
$18.4M +$1.36M 3 0.37% Increased
85
Teachers Advisors
Teachers Advisors
New York
$18.4M -$10.7M 4 0.03% Reduced
86
Allianz Asset Management
Allianz Asset Management
Germany
$17.5M -$4.01M 2 0.02% Reduced
87
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.3M $0 1 0.76% Maintained
88
Neuberger Berman Group
Neuberger Berman Group
New York
$17.3M +$8.17M 1 0.02% Increased
89
BIM
Bogle Investment Management
Massachusetts
$16.9M -$1.04M 1 1.23% Reduced
90
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$16.9M -$1.53M 4 0.04% Reduced
91
TCM
Tygh Capital Management
Oregon
$16.9M +$528K 2 3.82% Increased
92
GH
GAM Holding
Switzerland
$16.6M +$3.66K 1 0.24% Increased
93
KMC
Kirr Marbach & Co
Indiana
$16.3M -$149K 1 3.63% Reduced
94
Swiss National Bank
Swiss National Bank
Switzerland
$15.8M +$196K 4 0.02% Increased
95
USAA
United Services Automobile Association
Texas
$15.6M -$78.5K 2 0.05% Reduced
96
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$15.4M -$10.8M 1 0.32% Reduced
97
GIM
GCA Investment Management
New York
$15.4M +$17M 1 2.93% New
98
WI
Wafra Inc
New York
$15.2M -$2.63M 1 0.77% Reduced
99
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$14.8M +$2.65M 1 0.09% Increased
100
MCM
Matarin Capital Management
New York
$14.6M +$217K 1 1.35% Increased