← 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
Castleark Management
Castleark Management
Illinois
$14.6M -$536K 1 0.48% Reduced
102
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$14.3M -$279K 4 0.03% Reduced
103
Hancock Whitney
Hancock Whitney
Mississippi
$14.2M -$233K 2 0.6% Reduced
104
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$14.2M -$7.28M 3 0.33% Reduced
105
CEP
Chicago Equity Partners
Illinois
$13.8M -$2.43M 3 0.37% Reduced
106
KBC Group
KBC Group
Belgium
$13.3M -$9.03M 3 0.13% Reduced
107
HA
Halsey Associates
Connecticut
$12.9M +$344K 1 2.65% Increased
108
Two Sigma Investments
Two Sigma Investments
New York
$12.5M +$2.84M 3 0.05% Increased
109
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$12.4M +$6.01K 4 0.03% Increased
110
RI
Redwood Investments
Massachusetts
$12.1M +$3.87M 1 1.22% Increased
111
Westfield Capital Management
Westfield Capital Management
Massachusetts
$12.1M +$11.6M 1 0.1% New
112
Chevy Chase Trust
Chevy Chase Trust
Maryland
$11.9M +$235K 1 0.06% Increased
113
VHMC
Value Holdings Management Company
New York
$11.9M +$3.1M 1 5.1% Increased
114
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$11.8M +$136K 4 0% Increased
115
Credit Suisse
Credit Suisse
Switzerland
$11.7M -$4.01M 4 0.01% Reduced
116
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$11.7M +$263K 2 0.15% Increased
117
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$11.6M -$285K 1 0.04% Reduced
118
PC
Pier Capital
Connecticut
$11.5M -$1.06M 2 1.98% Reduced
119
LM
Luminus Management
Texas
$11.4M +$9.87M 1 0.24% Increased
120
Legal & General Group
Legal & General Group
United Kingdom
$11.2M +$69.1K 4 0.01% Increased
121
SAM
Sentinel Asset Management
Vermont
$11M -$12.8M 1 0.27% Reduced
122
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$10.7M $0 1 0.19% Maintained
123
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$10.6M -$350K 2 0.03% Reduced
124
NIP
Nicholas Investment Partners
California
$10.5M -$10.7M 0 – Closed
125
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$10.3M -$3.15M 2 0.07% Reduced