← 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
Credit Suisse
Credit Suisse
Switzerland
$10.9M +$210K 4 0.01% Increased
102
First Trust Advisors
First Trust Advisors
Illinois
$10.8M -$13.1M 4 0.03% Reduced
103
Two Sigma Advisers
Two Sigma Advisers
New York
$10.7M -$8.23M 4 0.05% Reduced
104
Swiss National Bank
Swiss National Bank
Switzerland
$10.5M -$3.43M 4 0.02% Reduced
105
VOYA Investment Management
VOYA Investment Management
Georgia
$10.5M -$1.03M 4 0.03% Reduced
106
KMC
Kirr Marbach & Co
Indiana
$9.8M -$111K 1 2.1% Reduced
107
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$9.79M -$74.8K 2 0.03% Reduced
108
Citadel Advisors
Citadel Advisors
Florida
$9.73M +$5.03M 4 0.01% Increased
109
Chevy Chase Trust
Chevy Chase Trust
Maryland
$9.55M -$183K 1 0.05% Reduced
110
BCM
Brown Capital Management
Maryland
$9.31M -$5.26M 1 0.15% Reduced
111
Numeric Investors
Numeric Investors
Massachusetts
$9.29M -$4.86M 2 0.08% Reduced
112
Hancock Whitney
Hancock Whitney
Mississippi
$9.28M +$9.23M 2 0.39% New
113
HA
Halsey Associates
Connecticut
$9.25M -$122K 1 2.06% Reduced
114
KBC Group
KBC Group
Belgium
$9.21M +$4.15M 3 0.13% Increased
115
LCS
Levin Capital Strategies
New York
$9M -$7.42K 2 0.16% Reduced
116
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$8.8M +$309K 4 0.03% Increased
117
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$8.75M -$52.1K 3 0% Reduced
118
SC
Shellback Capital
Massachusetts
$8.58M +$8.53M 1 1.1% New
119
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$8.55M -$1.04M 4 0.03% Reduced
120
BlackRock
BlackRock
New York
$8.49M -$1.33M 4 0.01% Reduced
121
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$8.39M -$113K 1 0.08% Reduced
122
FA
Friess Associates
Delaware
$8.16M +$8.11M 1 0.83% New
123
Boston Partners
Boston Partners
Massachusetts
$8.14M -$919K 2 0.01% Reduced
124
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$8.14M -$35.3K 2 0.06% Reduced
125
American Century Companies
American Century Companies
Missouri
$8.12M +$693K 2 0.01% Increased