← 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$15.6M -$11.1M 1 0.04% Reduced
127
Palisade Capital Management
Palisade Capital Management
New Jersey
$15.5M -$1.86M 2 0.37% Reduced
128
Emerald Advisers
Emerald Advisers
Pennsylvania
$15.3M +$3.87M 2 0.86% Increased
129
VCM
Vision Capital Management
Oregon
$15.2M +$7.82M 1 1.82% Increased
130
RHJA
Rice Hall James & Associates
California
$15M +$2.41M 1 1.01% Increased
131
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$14.8M -$87.4M 1 0.21% Reduced
132
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$14.8M +$650K 1 0.04% Increased
133
NFA
Nationwide Fund Advisors
Ohio
$14.7M +$1.65M 4 0.06% Increased
134
Janus Henderson Group
Janus Henderson Group
$14.6M $0 1 0.14% Maintained
135
ZCG
Zesiger Capital Group
New York
$14.5M -$41.5K 1 5.25% Reduced
136
HA
Halsey Associates
Connecticut
$14.4M +$5.12K 1 3.17% Increased
137
AIP
ARS Investment Partners
New York
$14.4M +$5.98M 1 2.23% Increased
138
Russell Frank Company
Russell Frank Company
Washington
$14.4M -$597K 4 0.03% Reduced
139
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$14.4M -$384K 4 0.05% Reduced
140
LM
Luminus Management
Texas
$14.3M +$11.1M 1 0.55% Increased
141
TA
Teton Advisors
New York
$14.2M -$540K 2 0.94% Reduced
142
PP
PDT Partners
New York
$14M +$14.3M 3 0.37% Increased
143
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$13.9M +$244K 4 0.04% Increased
144
HCM
Hodges Capital Management
Texas
$13.9M +$2.09M 1 0.65% Increased
145
KMC
Kirr Marbach & Co
Indiana
$13.7M +$109K 1 2.46% Increased
146
OIM
Oceanic Investment Management
Isle Of Man
$13.3M +$867K 1 3.19% Increased
147
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.3M +$2.76M 3 0.07% Increased
148
ICM
IronBridge Capital Management
Illinois
$13.2M +$3.83M 2 0.32% Increased
149
Royce & Associates
Royce & Associates
New York
$13.2M -$5.49M 2 0.04% Reduced
150
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$12.6M -$1.29M 4 0.03% Reduced