← 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
$17.4M -$271K 1 3.49% Reduced
102
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$17M -$5.2M 3 0.09% Reduced
103
CI Investments Inc
CI Investments Inc
Ontario, Canada
$16.9M +$4.68M 1 0.17% Increased
104
WI
Wafra Inc
New York
$16.3M -$1.63M 1 0.74% Reduced
105
Castleark Management
Castleark Management
Illinois
$16.1M -$64.2K 1 0.48% Reduced
106
HA
Halsey Associates
Connecticut
$16.1M +$691K 1 2.74% Increased
107
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$16.1M -$268K 4 0.03% Reduced
108
GH
GAM Holding
Switzerland
$15.8M -$299K 2 0.48% Reduced
109
CTI
Community Trust & Investment
Kentucky
$15.7M +$14.3M 1 1.97% New
110
Two Sigma Advisers
Two Sigma Advisers
New York
$15.6M -$9.25M 4 0.04% Reduced
111
USAA
United Services Automobile Association
Texas
$15.3M -$1.2M 2 0.04% Reduced
112
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$15M +$552K 4 0.04% Increased
113
Putnam Investments
Putnam Investments
Massachusetts
$15M -$5.03M 3 0.03% Reduced
114
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$14.7M +$14.1M 1 0.32% New
115
Allianz Asset Management
Allianz Asset Management
Germany
$14.6M -$1.9M 2 0.01% Reduced
116
SEI Investments
SEI Investments
Pennsylvania
$14.6M +$3.09M 3 0.05% Increased
117
Chevy Chase Trust
Chevy Chase Trust
Maryland
$14.5M +$52.9K 1 0.06% Increased
118
SCM
Suffolk Capital Management
New York
$14.4M -$4.53K 2 1.87% Reduced
119
IAM
Impax Asset Management
New Hampshire
$14.4M +$11.5M 1 0.83% Increased
120
Credit Suisse
Credit Suisse
Switzerland
$14.1M -$4.25M 4 0.01% Reduced
121
Emerald Advisers
Emerald Advisers
Pennsylvania
$14M -$7.16M 2 0.54% Reduced
122
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$13.9M +$8.4K 4 0% Increased
123
Legal & General Group
Legal & General Group
United Kingdom
$13.8M +$481K 4 0.01% Increased
124
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$13.2M +$17.8K 2 0.16% Increased
125
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$13.1M +$12.6M 1 0.13% New