← 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	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$21.2M	+$87.2K	4	0.05%	Increased
102	JP Morgan Private Wealth Advisors San Francisco, California	$21.2M	+$20M	3	0.27%	Increased
103	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$21.1M	-$325K	1	0.04%	Reduced
104	Lord, Abbett & Co Jersey City, New Jersey	$20.6M	+$1.46M	1	0.05%	Increased
105	AAP Ardsley Advisory Partners Stamford, Connecticut	$20.5M	+$19.9M	2	2.71%	New
106	Congress Asset Management Boston, Massachusetts	$20.3M	+$3.42M	1	0.52%	Increased
107	VAM Visium Asset Management New York	$20.3M	+$11.7M	2	0.3%	Increased
108	IAM Impax Asset Management Portsmouth, New Hampshire	$20.1M	+$1.62M	1	1.3%	Increased
109	HCM Hodges Capital Management Dallas, Texas	$19.9M	+$7.04M	1	0.82%	Increased
110	Robeco Institutional Asset Management Rotterdam, Netherlands	$19.8M	-$1.04M	1	0.14%	Reduced
111	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$19.7M	-$1.98M	4	0.03%	Reduced
112	H Hexavest Montreal, Quebec, Canada	$19.5M	+$10.3K	1	0.3%	Increased
113	Two Sigma Advisers New York	$19.5M	-$16.3M	4	0.15%	Reduced
114	Schroder Investment Management Group London, United Kingdom	$19.1M	-$29.8M	2	0.03%	Reduced
115	BlackRock New York	$19M	-$3.15M	4	0.03%	Reduced
116	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$18.8M	+$5.04M	2	0.5%	Increased
117	WP WMS Partners Towson, Maryland	$18.1M	+$569K	1	2.83%	Increased
118	Canada Life Winnipeg, Manitoba, Canada	$18.1M	+$15.9M	4	0.06%	Increased
119	Emerald Advisers Leola, Pennsylvania	$18M	+$3.4M	2	1.07%	Increased
120	FMA Fiduciary Management Associates Chicago, Illinois	$17.3M	-$175K	2	1.23%	Reduced
121	TM Tiger Management New York	$17.2M	+$16.7M	1	4.57%	New
122	TD Asset Management Toronto, Ontario, Canada	$17.1M	-$2.76M	1	0.03%	Reduced
123	EA Ecofin Advisors London, United Kingdom	$16.8M	$0	1	2.98%	Maintained
124	AIP ARS Investment Partners New York	$16.7M	+$1.61M	1	2.55%	Increased
125	D.E. Shaw & Co New York	$16.6M	-$11.7M	3	0.02%	Reduced