← 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$10.1M $0 2 0.07% Maintained
127
TCM
Timpani Capital Management
Wisconsin
$10.1M +$5.93M 2 4.01% Increased
128
FPC
Falcon Point Capital
California
$9.94M -$4.37M 2 1.52% Reduced
129
PFC
Phocas Financial Corp
California
$9.93M +$550K 1 0.69% Increased
130
BCM
Brown Capital Management
Maryland
$9.92M -$1.23M 1 0.15% Reduced
131
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$9.68M +$164K 1 0.11% Increased
132
Highbridge Capital Management
Highbridge Capital Management
New York
$9.31M -$27.6M 3 0.15% Reduced
133
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$9.22M -$406K 1 0.06% Reduced
134
UBS Group
UBS Group
Switzerland
$9.2M +$638K 4 0.01% Increased
135
WHI
William Harris Investors
Illinois
$9.14M $0 1 2.47% Maintained
136
TA
Teton Advisors
New York
$9.1M $0 2 0.8% Maintained
137
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$9.07M +$611K 1 0.09% Increased
138
CCPM
Cooper Creek Partners Management
New York
$8.87M +$8.12M 1 5.26% New
139
American Century Companies
American Century Companies
Missouri
$8.83M -$1.76M 2 0.01% Reduced
140
RIM
Rainier Investment Management
Washington
$8.74M +$7.96M 1 0.57% New
141
IMIM
Irving Magee Investment Management
Pennsylvania
$8.74M $0 1 3.97% Maintained
142
MCM
Matarin Capital Management
New York
$8.59M +$358K 1 0.95% Increased
143
NIP
Nicholas Investment Partners
California
$8.56M +$7.79M 1 0.57% New
144
BlackRock Advisors
BlackRock Advisors
Delaware
$8.51M +$4.83M 4 0.01% Increased
145
HSBC Holdings
HSBC Holdings
United Kingdom
$8.5M +$83K 2 0.02% Increased
146
CIBC World Market
CIBC World Market
Ontario, Canada
$8.26M +$1.24M 3 0.03% Increased
147
SL
SIB LLC
New York
$8.14M $0 1 6.57% Maintained
148
Martingale Asset Management
Martingale Asset Management
Massachusetts
$8.05M +$2.07M 3 0.12% Increased
149
Legal & General Group
Legal & General Group
United Kingdom
$8.03M +$1.62M 4 0.01% Increased
150
LCS
Levin Capital Strategies
New York
$7.87M -$2.77M 1 0.12% Reduced