← 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
126
Aberdeen Group
Aberdeen Group
United Kingdom
$150M +$5.93M 3 0.21% Increased
127
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$143M +$103M 3 1.45% Increased
128
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$142M +$76.2M 5 0.14% Increased
129
Korea Investment Corp
Korea Investment Corp
South Korea
$140M +$19.8M 2 0.27% Increased
130
SCA
Southpoint Capital Advisors
New York
$139M +$184M 1 3.16% New
131
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$139M -$6.8M 5 0.21% Reduced
132
Gotham Asset Management
Gotham Asset Management
New York
$138M -$2.52M 5 0.32% Reduced
133
Westwood Holdings Group
Westwood Holdings Group
Texas
$138M -$64.9M 3 1.04% Reduced
134
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$137M -$16.3M 3 0.17% Reduced
135
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$137M -$101M 1 1.76% Reduced
136
OP Asset Management
OP Asset Management
$136M -$89.8M 4 1.45% Reduced
137
Danske Bank
Danske Bank
Denmark
$135M +$6.91M 2 0.27% Increased
138
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$135M +$18.8M 3 4.31% Increased
139
CI Investments Inc
CI Investments Inc
Ontario, Canada
$134M +$87.1M 3 0.43% Increased
140
Rockefeller Capital Management
Rockefeller Capital Management
New York
$131M +$44.1M 5 0.2% Increased
141
GCM
Gladstone Capital Management
United Kingdom
$130M -$32.8M 1 12.84% Reduced
142
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$129M -$5.1M 4 0.25% Reduced
143
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$129M -$19.5M 5 0.2% Reduced
144
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$129M +$1.41M 5 0.21% Increased
145
ACM
Anomaly Capital Management
New York
$128M +$31.5M 1 4.88% Increased
146
Quantinno Capital Management
Quantinno Capital Management
New York
$127M +$32.8M 5 0.15% Increased
147
EARNEST Partners
EARNEST Partners
Georgia
$125M -$30.3M 2 0.45% Reduced
148
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$124M +$3.76M 3 1.46% Increased
149
National Bank of Canada
National Bank of Canada
Quebec, Canada
$123M -$36.5M 3 0.09% Reduced
150
Third Point
Third Point
New York
$121M -$11.5M 1 2.58% Reduced