← 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
Axa
Axa
France
$24.2M +$1.98M 2 0.1% Increased
77
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24.1M +$9.98M 3 0.08% Increased
78
ICOM
Investment Counselors of Maryland
Maryland
$24M +$101K 2 1.19% Increased
79
Stifel Financial
Stifel Financial
Missouri
$24M -$17.7M 2 0.08% Reduced
80
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$23.8M -$5.76M 2 0.14% Reduced
81
WP
WMS Partners
Maryland
$23.7M -$91.4K 1 2.66% Reduced
82
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$23.5M +$21.5M 1 0.06% Increased
83
CAM
Cortina Asset Management
Wisconsin
$23.3M +$8.12M 1 1.03% Increased
84
Daiwa Securities Group
Daiwa Securities Group
Japan
$23.1M -$15.4M 3 0.16% Reduced
85
TCM
Tygh Capital Management
Oregon
$23M -$2.39M 3 4.32% Reduced
86
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$22.8M -$1.6M 2 1.61% Reduced
87
CIM
Corbyn Investment Management
Maryland
$21.9M -$1.7M 2 7.34% Reduced
88
PC
Pier Capital
Connecticut
$20.4M +$793K 3 3.49% Increased
89
CC
Cannell & Co
New York
$19.8M -$15.4M 1 0.68% Reduced
90
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$19.7M +$12.3M 2 0.07% Increased
91
GIM
GCA Investment Management
New York
$19.6M -$1.71M 1 3.63% Reduced
92
AAM
ACK Asset Management
Connecticut
$19.6M +$17.8M 1 4.4% New
93
Fidelity International
Fidelity International
Bermuda
$19.2M -$2.89M 1 0.05% Reduced
94
ABC
Anchor Bolt Capital
Illinois
$18.7M +$2.13M 1 0.68% Increased
95
BA
Boston Advisors
Massachusetts
$18.6M -$4.7M 1 0.4% Reduced
96
Swiss National Bank
Swiss National Bank
Switzerland
$18.5M +$314K 4 0.02% Increased
97
WC
Wexford Capital
Florida
$18.5M +$14.5M 2 1.59% Increased
98
NCGI
Next Century Growth Investors
Minnesota
$18.3M -$2.33M 2 2.28% Reduced
99
Hancock Whitney
Hancock Whitney
Mississippi
$18M -$227K 2 0.75% Reduced
100
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$17.7M -$78.8K 4 0.04% Reduced