← 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
101
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$212M +$838K 4 0.09% Increased
102
SEI Investments
SEI Investments
Pennsylvania
$207M -$52.8M 5 0.18% Reduced
103
Wasatch Advisors
Wasatch Advisors
Utah
$199M -$267M 1 1.3% Reduced
104
TD Asset Management
TD Asset Management
Ontario, Canada
$189M +$105M 3 0.16% Increased
105
Great Lakes Advisors
Great Lakes Advisors
Illinois
$185M -$27M 4 1.4% Reduced
106
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$177M -$2.72M 1 2.69% Reduced
107
Barclays
Barclays
United Kingdom
$174M -$100M 5 0.03% Reduced
108
IEQ Capital
IEQ Capital
California
$170M -$29.4M 2 0.78% Reduced
109
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$170M -$19.4M 5 0.48% Reduced
110
Acadian Asset Management
Acadian Asset Management
Massachusetts
$169M +$133M 5 0.2% Increased
111
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$167M +$71.2M 5 0.21% Increased
112
Corient Private Wealth
Corient Private Wealth
Florida
$166M +$128M 5 0.23% Increased
113
Driehaus Capital Management
Driehaus Capital Management
Illinois
$164M -$138M 4 0.95% Reduced
114
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$163M +$136M 5 0.01% Increased
115
William Blair & Company
William Blair & Company
Illinois
$163M -$818K 3 0.42% Reduced
116
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$163M -$25.3M 3 0.23% Reduced
117
Advisory Services Network
Advisory Services Network
Georgia
$162M -$5.26M 4 1.84% Reduced
118
Russell Investments Group
Russell Investments Group
United Kingdom
$161M -$18.5M 5 0.14% Reduced
119
Marshall Wace
Marshall Wace
United Kingdom
$159M +$105M 4 0.13% Increased
120
D.E. Shaw & Co
D.E. Shaw & Co
New York
$156M +$4.35M 5 0.07% Increased
121
Congress Asset Management
Congress Asset Management
Massachusetts
$155M -$122M 3 0.95% Reduced
122
Cerity Partners
Cerity Partners
New York
$155M +$86.2K 4 0.19% Increased
123
Point72 Asset Management
Point72 Asset Management
Connecticut
$152M -$3.93M 2 0.17% Reduced
124
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$152M -$24.5M 5 0.26% Reduced
125
Jennison Associates
Jennison Associates
New York
$150M +$15.5M 4 0.09% Increased