← 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
Rice Hall James & Associates
Rice Hall James & Associates
California
$25.3M +$7.96M 2 0.92% Increased
77
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$25.1M +$14.5M 1 0.25% Increased
78
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$24.1M +$4.77M 3 0.03% Increased
79
ICOM
Investment Counselors of Maryland
Maryland
$23.8M -$41.3K 2 1.11% Reduced
80
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$23.4M -$210K 4 0.03% Reduced
81
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.9M +$20.8M 3 0.07% Increased
82
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$21.1M +$917K 2 2.69% Increased
83
Cortina Asset Management
Cortina Asset Management
Wisconsin
$20.3M -$777K 1 0.95% Reduced
84
CIM
Corbyn Investment Management
Maryland
$19.7M -$2.41M 2 6.89% Reduced
85
WMS Partners
WMS Partners
Maryland
$19.6M -$196K 1 2.28% Reduced
86
Daiwa Securities Group
Daiwa Securities Group
Japan
$19.3M -$1.54M 3 0.15% Reduced
87
Tygh Capital Management
Tygh Capital Management
Oregon
$19.2M +$142K 2 3.25% Increased
88
Wedge Capital Management
Wedge Capital Management
North Carolina
$19.1M -$1.18M 1 0.19% Reduced
89
Axa
Axa
France
$19.1M +$9.8M 2 0.07% Increased
90
Boston Advisors
Boston Advisors
Massachusetts
$19.1M -$21.9K 1 0.48% Reduced
91
ECP
Elk Creek Partners
Colorado
$19M +$18.1M 1 1.05% New
92
FA
Friess Associates
Delaware
$18.8M -$10.4M 1 1.48% Reduced
93
Citadel Advisors
Citadel Advisors
Florida
$18.6M -$26.8M 4 0.01% Reduced
94
UBS Group
UBS Group
Switzerland
$18M -$5.81M 4 0.01% Reduced
95
Impax Asset Management
Impax Asset Management
New Hampshire
$17.9M +$2.81M 1 1.06% Increased
96
Swiss National Bank
Swiss National Bank
Switzerland
$17.8M $0 4 0.02% Maintained
97
RI
Redwood Investments
Massachusetts
$17.8M -$2.6M 1 1.23% Reduced
98
Castleark Management
Castleark Management
Illinois
$17.7M +$995K 1 0.54% Increased
99
KMC
Kirr Marbach & Co
Indiana
$16.9M -$465K 1 3.68% Reduced
100
Credit Suisse
Credit Suisse
Switzerland
$16.7M -$3.63M 3 0.02% Reduced