← 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	BlackRock Advisors Wilmington, Delaware	$13M	-$15.6M	4	0.01%	Reduced
127	NIM NXG Investment Management Dallas, Texas	$12.8M	+$2.13M	1	0.34%	Increased
128	New York State Teachers Retirement System (NYSTRS) Albany, New York	$12.8M	+$417K	2	0.03%	Increased
129	Swiss National Bank Zurich, Switzerland	$12.5M	+$285K	4	0.03%	Increased
130	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$12.5M	-$1.22M	4	0.01%	Reduced
131	Janus Henderson Group London,	$12.3M	+$126K	1	0.1%	Increased
132	TAM THB Asset Management Norwalk, Connecticut	$12.2M	+$8.72M	1	0.93%	Increased
133	HA Halsey Associates New Haven, Connecticut	$12.2M	-$301K	1	2.72%	Reduced
134	CC Carlson Capital Dallas, Texas	$12.1M	-$77.8M	1	0.13%	Reduced
135	State Board of Administration of Florida Retirement System Tallahassee, Florida	$12M	+$1.12M	4	0.04%	Increased
136	RhumbLine Advisers Boston, Massachusetts	$11.9M	+$218K	4	0.04%	Increased
137	Davis Selected Advisers Tucson, Arizona	$11.8M	-$11.4K	1	0.04%	Reduced
138	VAM Visium Asset Management New York	$11.7M	+$9.46M	1	0.17%	Increased
139	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$11.7M	+$129K	1	0.03%	Increased
140	Parametric Portfolio Associates Seattle, Washington	$11.7M	+$1.4M	4	0.02%	Increased
141	NC Northpointe Capital Bloomfield Hills, Michigan	$11.6M	+$11.2M	1	1.37%	New
142	VWM Valley Wealth Managers Paramus, New Jersey	$11.6M	+$341K	1	2.01%	Increased
143	ZDA Zweig-DiMenna Associates New York	$11.6M	+$6.37M	1	0.64%	Increased
144	Teachers Advisors New York	$10.9M	+$214K	4	0.02%	Increased
145	Russell Frank Company Seattle, Washington	$10.7M	+$5.66M	3	0.02%	Increased
146	TD Asset Management Toronto, Ontario, Canada	$10.7M	-$544K	1	0.02%	Reduced
147	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$10.6M	-$3.72M	1	0.32%	Reduced
148	CHA Cedar Hill Associates Chicago, Illinois	$10.5M	+$303K	1	1.66%	Increased
149	Chevy Chase Trust Bethesda, Maryland	$10.4M	+$87.5K	1	0.06%	Increased
150	HAM HHR Asset Management Berkeley Heights, New Jersey	$10.4M	+$1.53M	1	0.42%	Increased