← 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
ICOM
Investment Counselors of Maryland
Maryland
$22M +$1.69M 1 0.95% Increased
102
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.4M +$5.33M 4 0.03% Increased
103
BlackRock
BlackRock
New York
$21.2M +$1.23M 4 0.03% Increased
104
Lazard Asset Management
Lazard Asset Management
New York
$21.2M +$8.31M 3 0.04% Increased
105
Nuveen
Nuveen
North Carolina
$21.1M +$13.2M 3 0.13% Increased
106
SFM
Systematic Financial Management
New Jersey
$20.7M -$11.9M 1 0.14% Reduced
107
SAM
Sentinel Asset Management
Vermont
$20.7M +$40K 2 0.41% Increased
108
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$20.6M +$1.34M 4 0.05% Increased
109
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$20.6M -$8.35M 1 0.05% Reduced
110
Sentry Investments
Sentry Investments
Ontario, Canada
$20.5M +$14M 1 0.26% Increased
111
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$20.4M -$601K 1 0.04% Reduced
112
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$19.9M +$1.97M 1 0.14% Increased
113
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19.7M +$4.76M 3 0.11% Increased
114
VFM
Viking Fund Management
North Dakota
$19M +$2.6M 1 2.15% Increased
115
TD Asset Management
TD Asset Management
Ontario, Canada
$19M -$3.54M 1 0.03% Reduced
116
H
Hexavest
Quebec, Canada
$18.6M +$536K 1 0.28% Increased
117
NCGI
Next Century Growth Investors
Minnesota
$18.1M -$20.8M 1 0.58% Reduced
118
IAM
Impax Asset Management
New Hampshire
$17.6M -$1.39K 1 1.11% Reduced
119
FMA
Fiduciary Management Associates
Illinois
$17.5M -$2.57K 2 1.16% Reduced
120
OCG
Opus Capital Group
Ohio
$17.4M -$1.2M 1 1.21% Reduced
121
Congress Asset Management
Congress Asset Management
Massachusetts
$16.9M +$2.52M 1 0.43% Increased
122
Eagle Asset Management
Eagle Asset Management
Florida
$16.8M +$2.2M 2 0.09% Increased
123
WP
WMS Partners
Maryland
$16.7M +$3.14M 1 2.57% Increased
124
EA
Ecofin Advisors
United Kingdom
$16M $0 1 2.71% Maintained
125
AQR Capital Management
AQR Capital Management
Connecticut
$15.8M +$5.56M 4 0.04% Increased