← 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$17.2M +$18.1M 1 0.04% New
102
UBS
UBS
Switzerland
$17.1M +$17.4M 4 0.02% New
103
AllianceBernstein
AllianceBernstein
Tennessee
$17M +$17.4M 4 0.02% New
104
City National Bank
City National Bank
Delaware
$16.8M +$17.7M 1 0.31% New
105
OCAM
Onex Canada Asset Management
Ontario, Canada
$16.6M +$14.5M 1 1.09% New
106
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$16.4M +$15M 1 2.35% New
107
SEI Trust Company
SEI Trust Company
Pennsylvania
$16.4M +$16M 3 0.2% New
108
DS
Dudley & Shanley
Florida
$16.3M +$17.1M 1 3.8% New
109
OCM
OMT Capital Management
California
$16.3M +$14.9M 1 5.53% New
110
ICOM
Investment Counselors of Maryland
Maryland
$16.2M +$17.7M 1 0.72% New
111
BlackRock
BlackRock
New York
$16.1M +$16.9M 4 0.03% New
112
Panagora Asset Management
Panagora Asset Management
Massachusetts
$16M +$16.8M 2 0.08% New
113
LM
Luminus Management
Texas
$15.9M +$16.5M 2 1.33% New
114
Old National Bancorp
Old National Bancorp
Indiana
$15.7M +$16.5M 1 1.66% New
115
Federated Hermes
Federated Hermes
Pennsylvania
$15.5M +$16.4M 3 0.06% New
116
Managed Account Advisors
Managed Account Advisors
New Jersey
$15.4M +$15.9M 4 0.02% New
117
Highbridge Capital Management
Highbridge Capital Management
New York
$15.4M +$16.1M 1 0.15% New
118
JP Morgan Chase
JP Morgan Chase
New York
$15M +$15.6M 4 0% New
119
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$15M +$15.3M 4 0.05% New
120
Fidelity International
Fidelity International
Bermuda
$14.9M +$14.1M 2 0.08% New
121
NC
Northpointe Capital
Michigan
$14.8M +$13.6M 1 1.71% New
122
KMC
Kirr Marbach & Co
Indiana
$14.6M +$13.4M 1 3.12% New
123
Granahan Investment Management
Granahan Investment Management
Massachusetts
$14.5M +$13.3M 1 0.42% New
124
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$14.4M +$15.1M 1 0.09% New
125
MTIP
Magee Thomson Investment Partners
California
$14.1M +$12.9M 1 3.2% New