← 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	USAA United Services Automobile Association San Antonio, Texas	$13.4M	-$150K	2	0.05%	Reduced
102	Neuberger Berman Group New York	$13.1M	-$1.66M	2	0.02%	Reduced
103	KMC Kirr Marbach & Co Columbus, Indiana	$12.9M	-$124K	1	2.57%	Reduced
104	Marshall Wace London, United Kingdom	$12.9M	+$9.99M	1	0.09%	Increased
105	Credit Suisse Zurich, Switzerland	$12.7M	-$557K	4	0.01%	Reduced
106	Trillium Asset Management Boston, Massachusetts	$12.7M	-$4.69M	1	0.81%	Reduced
107	EverPoint Asset Management Stamford, Connecticut	$12.7M	+$10.6M	2	0.23%	Increased
108	APG Asset Management Amsterdam, Netherlands	$12.4M	-$4.6M	1	0.02%	Reduced
109	Swiss National Bank Zurich, Switzerland	$12.2M	-$660K	4	0.02%	Reduced
110	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$12.1M	+$11.1M	2	0.87%	New
111	HSA Hussman Strategic Advisors Ellicott City, Maryland	$11.9M	+$1.37M	1	1.96%	Increased
112	First Trust Advisors Wheaton, Illinois	$11.6M	-$1.42M	4	0.03%	Reduced
113	RSCM Rail-Splitter Capital Management Chicago, Illinois	$11.5M	+$10.5M	1	3.22%	New
114	Chevy Chase Trust Bethesda, Maryland	$11.5M	-$51.9K	1	0.06%	Reduced
115	Nuveen Charlotte, North Carolina	$11.5M	+$1.72M	2	0.07%	Increased
116	New York State Teachers Retirement System (NYSTRS) Albany, New York	$11.4M	-$397K	2	0.03%	Reduced
117	D.E. Shaw & Co New York	$11.2M	-$3.63M	3	0.02%	Reduced
118	HA Halsey Associates New Haven, Connecticut	$11.2M	-$24.9K	1	2.42%	Reduced
119	Morgan Stanley New York	$11.1M	-$11.7M	4	0%	Reduced
120	T. Rowe Price Associates Baltimore, Maryland	$10.9M	+$228K	4	0%	Increased
121	FA Friess Associates Greenville, Delaware	$10.9M	$0	1	1.05%	Maintained
122	State Board of Administration of Florida Retirement System Tallahassee, Florida	$10.8M	-$29.6K	4	0.03%	Reduced
123	RhumbLine Advisers Boston, Massachusetts	$10.7M	+$221K	4	0.03%	Increased
124	Credit Agricole Montrouge Cedex, France	$10.6M	-$8.55M	2	0.03%	Reduced
125	BlackRock New York	$10.3M	-$4.12K	4	0.01%	Reduced