← 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
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$11.9M -$13.5M 3 0.08% Reduced
102
BIM
Bogle Investment Management
Massachusetts
$11.8M +$10.4M 1 0.79% New
103
CHA
Cedar Hill Associates
Illinois
$11.8M +$270K 1 2.05% Increased
104
UBS AM
UBS AM
Illinois
$11.5M -$903K 4 0.01% Reduced
105
VOYA Investment Management
VOYA Investment Management
Georgia
$11.3M +$2.56M 4 0.03% Increased
106
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$11.1M -$126K 1 0.02% Reduced
107
Westfield Capital Management
Westfield Capital Management
Massachusetts
$11M +$8.87M 1 0.08% New
108
Boston Partners
Boston Partners
Massachusetts
$10.7M +$1.69M 2 0.02% Increased
109
FPC
Falcon Point Capital
California
$10.6M +$1.12M 2 1.84% Increased
110
SCM
SG Capital Management
Illinois
$10.6M -$13.5M 1 2.97% Reduced
111
Credit Suisse
Credit Suisse
Switzerland
$10.6M -$33.4M 4 0.01% Reduced
112
PP
PDT Partners
New York
$10.1M +$8.91M 1 0.64% New
113
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$9.99M -$4.59M 3 0.1% Reduced
114
CCM
Coe Capital Management
Illinois
$9.74M +$4.14M 1 3.11% Increased
115
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$9.64M -$55.3K 2 0.03% Reduced
116
BlackRock
BlackRock
New York
$9.64M -$934K 4 0.02% Reduced
117
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9.54M -$149K 1 0.04% Reduced
118
Chevy Chase Trust
Chevy Chase Trust
Maryland
$9.5M -$214K 1 0.05% Reduced
119
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$9.49M +$14.2K 4 0.03% Increased
120
TAM
THB Asset Management
Connecticut
$9.45M -$221K 1 1.08% Reduced
121
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.23M +$2.94M 3 0.01% Increased
122
Barclays
Barclays
United Kingdom
$9.17M +$2.66M 4 0.01% Increased
123
HA
Halsey Associates
Connecticut
$9.14M -$207K 1 2.05% Reduced
124
LCS
Levin Capital Strategies
New York
$9.09M -$20.9M 2 0.16% Reduced
125
Hood River Capital Management
Hood River Capital Management
Florida
$9M -$4.1M 1 1.2% Reduced