← 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	WP WMS Partners Towson, Maryland	$22.7M	-$9.29K	1	2.7%	Reduced
77	BA Boston Advisors Boston, Massachusetts	$22.5M	+$42K	1	0.51%	Increased
78	Emerald Advisers Leola, Pennsylvania	$22.5M	-$1.92M	2	0.92%	Reduced
79	Wedge Capital Management Charlotte, North Carolina	$22.4M	-$2.44M	1	0.21%	Reduced
80	Capital Fund Management (CFM) Paris, France	$21.5M	-$1.01M	4	0.15%	Reduced
81	Fidelity International Hamilton, Bermuda	$21.2M	-$1.37M	1	0.06%	Reduced
82	Axa Paris, France	$21.1M	-$4.98M	2	0.09%	Reduced
83	CIM Corbyn Investment Management Lutherville, Maryland	$20.9M	-$8.04M	2	6.66%	Reduced
84	Fidelity Investments Boston, Massachusetts	$20.8M	-$2M	2	0%	Reduced
85	SAM Scopus Asset Management New York	$20.2M	+$13.1M	2	0.21%	Increased
86	Banco Santander Madrid, Spain	$19.7M	+$3.71M	1	0.32%	New
87	NCGI Next Century Growth Investors Plymouth, Minnesota	$19.6M	-$6.48M	2	2.35%	Reduced
88	ICOM Investment Counselors of Maryland Baltimore, Maryland	$19.5M	+$1.31M	2	1%	Increased
89	PC Pier Capital Stamford, Connecticut	$19.4M	+$6.3M	3	3.36%	Increased
90	Neuberger Berman Group New York	$19M	-$536K	1	0.02%	Reduced
91	Putnam Investments Boston, Massachusetts	$18.7M	-$20.7M	3	0.04%	Reduced
92	Hancock Whitney Gulfport, Mississippi	$18.2M	+$3.1M	2	0.77%	Increased
93	HCM Hodges Capital Management Dallas, Texas	$17.8M	-$11M	1	1.21%	Reduced
94	Credit Suisse Zurich, Switzerland	$17.8M	+$4.74M	4	0.02%	Increased
95	USAA United Services Automobile Association San Antonio, Texas	$17.6M	-$670K	2	0.05%	Reduced
96	GIM GCA Investment Management New York	$17.5M	+$2.93M	1	3.44%	Increased
97	Westfield Capital Management Boston, Massachusetts	$17.4M	+$4.73M	1	0.13%	Increased
98	Swiss National Bank Zurich, Switzerland	$17.4M	+$87.7K	4	0.02%	Increased
99	WI Wafra Inc New York	$17.2M	$0	1	0.84%	Maintained
100	CIBC World Markets New York	$17.1M	+$15.3M	1	0.16%	Increased