← 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
AL
AJO LP
Pennsylvania
$16.8M +$2.56M 1 0.07% Increased
102
BCM
Brown Capital Management
Maryland
$16.6M -$1.7M 1 0.27% Reduced
103
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$16.5M -$916K 1 0.03% Reduced
104
BlackRock
BlackRock
New York
$16.5M +$844K 4 0.02% Increased
105
VFM
Viking Fund Management
North Dakota
$16.4M -$585K 1 2.18% Reduced
106
SM
Stratton Management
Pennsylvania
$16.1M $0 1 0.7% Maintained
107
AQR Capital Management
AQR Capital Management
Connecticut
$16M +$1.78M 2 0.03% Increased
108
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$16M -$37M 3 0% Reduced
109
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$15.8M -$747K 4 0.04% Reduced
110
AIP
ARS Investment Partners
New York
$15.2M +$348K 1 2.78% Increased
111
BCM
Bodri Capital Management
California
$15.2M +$10.4M 2 8.39% Increased
112
Trillium Asset Management
Trillium Asset Management
Massachusetts
$15.1M -$68.3K 1 0.97% Reduced
113
AllianceBernstein
AllianceBernstein
Tennessee
$15.1M -$2.65M 4 0.01% Reduced
114
Canada Life
Canada Life
Manitoba, Canada
$14.9M +$154K 4 0.05% Increased
115
Morgan Stanley
Morgan Stanley
New York
$14.7M -$33.1M 4 0.01% Reduced
116
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$14.7M +$3.06M 2 0.05% Increased
117
WP
WMS Partners
Maryland
$14.1M $0 1 1.64% Maintained
118
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$14.1M -$75.1K 1 0.21% Reduced
119
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13.9M +$11.4M 1 0.04% Increased
120
Boston Partners
Boston Partners
Massachusetts
$13.6M -$3.9M 2 0.02% Reduced
121
AH
Achievement Holdings
Illinois
$13.4M +$186K 1 0.6% Increased
122
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$13.4M +$12.6M 1 0.36% New
123
TA
Teton Advisors
New York
$13.2M +$258K 3 0.91% Increased
124
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$13.2M +$13.4M 1 0.1% New
125
Principal Financial Group
Principal Financial Group
Iowa
$13M +$3.9M 3 0.02% Increased