← 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
KMC
Kirr Marbach & Co
Indiana
$14.6M -$1.2M 1 3.25% Reduced
102
Eagle Asset Management
Eagle Asset Management
Florida
$14.2M -$3.61M 2 0.09% Reduced
103
HA
Halsey Associates
Connecticut
$14.1M -$112K 1 3% Reduced
104
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$14.1M +$866K 2 0.09% Increased
105
Numeric Investors
Numeric Investors
Massachusetts
$13.7M -$4.28M 1 0.12% Reduced
106
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$13.7M +$39.2K 1 0.09% Increased
107
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$13.5M -$239K 4 0.04% Reduced
108
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$13.3M -$1.16M 1 0.05% Reduced
109
Chevy Chase Trust
Chevy Chase Trust
Maryland
$13.2M -$975K 1 0.06% Reduced
110
BCM
Billings Capital Management
Virginia
$13M +$373K 1 11.08% Increased
111
Hancock Whitney
Hancock Whitney
Mississippi
$12.9M -$4.52M 2 0.54% Reduced
112
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$12.8M -$1.67M 4 0% Reduced
113
MCM
Matarin Capital Management
New York
$12.8M +$12.2M 1 1.26% New
114
Renaissance Technologies
Renaissance Technologies
New York
$12.6M -$1.3M 2 0.02% Reduced
115
UBS Group
UBS Group
Switzerland
$12.6M -$1.16M 4 0.01% Reduced
116
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$12.4M -$1.05M 2 0.03% Reduced
117
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.2M -$10.8M 4 0.01% Reduced
118
NIP
Nicholas Investment Partners
California
$11.9M -$2.35M 1 0.84% Reduced
119
PFC
Phocas Financial Corp
California
$11.9M -$1.54M 1 1.1% Reduced
120
Legal & General Group
Legal & General Group
United Kingdom
$11.9M -$621K 4 0.01% Reduced
121
PC
Pier Capital
Connecticut
$11.4M +$53.9K 2 1.96% Increased
122
SL
SIB LLC
New York
$10.8M $0 1 8.9% Maintained
123
Neuberger Berman Group
Neuberger Berman Group
New York
$10.3M -$5.98M 2 0.01% Reduced
124
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$10.2M +$9.47M 2 0.14% Increased
125
CIBC World Market
CIBC World Market
Ontario, Canada
$9.67M -$1.38M 2 0.03% Reduced