← 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
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.1M -$3.04M 1 0.71% Reduced
102
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$17M -$1.37M 4 0.04% Reduced
103
KMC
Kirr Marbach & Co
Indiana
$16.7M -$8.28K 1 3.66% Reduced
104
IA
Icon Advisers
Colorado
$16.5M +$15.5M 1 1.16% New
105
Allianz Asset Management
Allianz Asset Management
Germany
$16.4M -$1.87M 2 0.01% Reduced
106
ABC
Anchor Bolt Capital
Illinois
$15.8M +$14.8M 1 0.64% New
107
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$15.6M -$106K 4 0.03% Reduced
108
Castleark Management
Castleark Management
Illinois
$15.5M -$1.09M 1 0.49% Reduced
109
GH
GAM Holding
Switzerland
$15.4M -$3.24M 1 0.65% Reduced
110
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$14.9M -$6.35M 2 0.03% Reduced
111
HA
Halsey Associates
Connecticut
$14.7M +$36.5K 1 2.89% Increased
112
VHMC
Value Holdings Management Company
New York
$13.9M -$173K 1 5.25% Reduced
113
Chevy Chase Trust
Chevy Chase Trust
Maryland
$13.8M +$236K 1 0.06% Increased
114
SCM
Suffolk Capital Management
New York
$13.8M +$12.9M 1 1.82% New
115
CAM
Cortina Asset Management
Wisconsin
$13.6M +$12.8M 1 0.56% New
116
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$13.6M +$32.4K 4 0.04% Increased
117
Marshall Wace North America
Marshall Wace North America
New York
$13.4M +$12.5M 2 0.09% New
118
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$13.2M +$94K 4 0% Increased
119
NIP
Nicholas Investment Partners
California
$12.7M +$11.9M 1 0.87% New
120
Legal & General Group
Legal & General Group
United Kingdom
$12.6M +$293K 4 0.01% Increased
121
SAM
Sentinel Asset Management
Vermont
$12.5M $0 1 0.3% Maintained
122
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$12.5M +$451K 2 0.15% Increased
123
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.1M +$9.52M 2 0.05% Increased
124
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$11.7M -$196K 2 0.03% Reduced
125
Nordea Investment Management
Nordea Investment Management
Sweden
$11.7M +$3.64M 2 0.03% Increased