← 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
CEP
Chicago Equity Partners
Illinois
$14.9M +$7.28M 2 0.4% Increased
102
USAA
United Services Automobile Association
Texas
$14.7M -$224K 2 0.05% Reduced
103
1C
1060 Capital
Colorado
$14.2M +$13.2M 2 11% New
104
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$13.8M -$4.04M 2 0.27% Reduced
105
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$13.8M -$1.63M 1 0.26% Reduced
106
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$13.7M +$330K 4 0.03% Increased
107
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$13.6M +$7.48M 1 0.05% Increased
108
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$13.6M -$1.02K 4 0% Reduced
109
Trillium Asset Management
Trillium Asset Management
Massachusetts
$13.4M -$2.15M 1 0.88% Reduced
110
NIP
Nicholas Investment Partners
California
$13.4M +$2.48M 1 1.02% Increased
111
RIM
Rainier Investment Management
Washington
$13.4M +$2.27M 1 1.31% Increased
112
HA
Halsey Associates
Connecticut
$13.4M -$470K 1 2.98% Reduced
113
Chevy Chase Trust
Chevy Chase Trust
Maryland
$13.3M -$909K 1 0.07% Reduced
114
Prudential Financial
Prudential Financial
New Jersey
$13.2M -$3.34M 3 0.02% Reduced
115
Renaissance Technologies
Renaissance Technologies
New York
$13.1M -$9.77M 3 0.02% Reduced
116
UBS Group
UBS Group
Switzerland
$13M +$1.32M 4 0.01% Increased
117
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$13M -$416K 4 0.04% Reduced
118
BlackRock Advisors
BlackRock Advisors
Delaware
$13M +$1.94M 4 0.01% Increased
119
NFA
Nationwide Fund Advisors
Ohio
$13M +$4.97M 4 0.05% Increased
120
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$12.8M +$1.2M 1 0.08% Increased
121
OAM
Oxford Asset Management
United Kingdom
$12.6M -$6.58M 2 0.45% Reduced
122
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$12.6M -$1.45M 2 0.03% Reduced
123
NCGI
Next Century Growth Investors
Minnesota
$12.5M +$11.7M 2 0.77% New
124
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$12.5M -$204K 2 0.1% Reduced
125
PFC
Phocas Financial Corp
California
$12.4M -$12.5K 1 0.82% Reduced