← 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
AL
AJO LP
Pennsylvania
$20.8M -$137M 2 0.11% Reduced
77
ECP
Elk Creek Partners
Colorado
$19.9M -$921K 1 1.48% Reduced
78
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$19.6M +$767K 1 0.04% Increased
79
SCM
SG Capital Management
Illinois
$19.5M -$18M 1 3.09% Reduced
80
KBC Group
KBC Group
Belgium
$19.3M +$3.15M 3 0.15% Increased
81
MLIM
Mountain Lake Investment Management
Florida
$19.1M $0 1 8.97% Maintained
82
Swiss National Bank
Swiss National Bank
Switzerland
$18.7M -$113K 4 0.02% Reduced
83
CIM
Corbyn Investment Management
Maryland
$18.2M -$1.33M 2 6.42% Reduced
84
Homestead Advisers
Homestead Advisers
Virginia
$18.2M -$3.69M 1 0.34% Reduced
85
CAM
Cortina Asset Management
Wisconsin
$17.9M -$202K 1 1.11% Reduced
86
BCM
Billings Capital Management
Virginia
$17.4M -$662K 1 15.53% Reduced
87
KMC
Kirr Marbach & Co
Indiana
$16.3M -$473K 1 3.99% Reduced
88
Legal & General Group
Legal & General Group
United Kingdom
$16.1M +$2.48M 4 0.01% Increased
89
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$16M -$359K 4 0.03% Reduced
90
PFC
Phocas Financial Corp
California
$16M -$1.57M 2 1.71% Reduced
91
Credit Suisse
Credit Suisse
Switzerland
$16M +$1.9M 4 0.01% Increased
92
SAM
Scopus Asset Management
New York
$15.9M -$6.53M 1 0.45% Reduced
93
HA
Halsey Associates
Connecticut
$15.3M -$783K 1 2.74% Reduced
94
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$15M +$373K 2 0.1% Increased
95
Morgan Stanley
Morgan Stanley
New York
$14.9M -$297K 4 0% Reduced
96
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$14.7M +$167K 4 0% Increased
97
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$14.3M -$70.8K 1 0.35% Reduced
98
SCM
Spyglass Capital Management
California
$14.1M +$2.56M 1 4.45% Increased
99
CTI
Community Trust & Investment
Kentucky
$13.8M -$162K 1 1.7% Reduced
100
Nomura Holdings
Nomura Holdings
Japan
$13.8M -$3.31M 1 0.06% Reduced