← 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	BCM Billings Capital Management Arlington, Virginia	$12.1M	-$19.9M	1	10.05%	Reduced
127	Legal & General Group London, United Kingdom	$11.8M	+$1.54M	4	0.01%	Increased
128	Credit Agricole Montrouge Cedex, France	$11.4M	-$1.9M	2	0.04%	Reduced
129	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$11.2M	$0	1	4.36%	Maintained
130	Westfield Capital Management Boston, Massachusetts	$11.2M	-$15.5M	1	0.1%	Reduced
131	PC Pier Capital Stamford, Connecticut	$11M	+$3.71M	2	1.99%	Increased
132	CIBC World Market Toronto, Ontario, Canada	$10.8M	+$1.22M	3	0.04%	Increased
133	VHMC Value Holdings Management Company Hampton Bays, New York	$10.8M	+$2.88M	1	4.29%	Increased
134	BlackRock New York	$10.3M	-$2.33M	4	0.01%	Reduced
135	FPC Falcon Point Capital San Francisco, California	$10.2M	-$2.75M	2	1.37%	Reduced
136	SL SIB LLC New York, New York	$10.1M	$0	1	8.18%	Maintained
137	TCM Timpani Capital Management Milwaukee, Wisconsin	$10.1M	-$2.41M	2	4.2%	Reduced
138	Citigroup New York	$9.6M	+$5.69M	4	0.01%	Increased
139	Voloridge Investment Management Jupiter, Florida	$9.05M	+$7.76M	2	0.19%	Increased
140	CAM Centre Asset Management New York	$8.99M	+$8.1M	1	1.74%	New
141	DCM Dupont Capital Management Wilmington, Delaware	$8.72M	-$966K	1	0.2%	Reduced
142	American Century Companies Kansas City, Missouri	$8.45M	-$2.43M	1	0.01%	Reduced
143	Comerica Bank Dallas, Texas	$8.32M	+$1.71M	3	0.07%	Increased
144	Acadian Asset Management Boston, Massachusetts	$8.17M	+$2.72M	2	0.04%	Increased
145	Waddell & Reed Financial Overland Park, Kansas	$8.06M	$0	1	0.02%	Maintained
146	Baird Financial Group Milwaukee, Wisconsin	$7.98M	+$7.19M	1	0.07%	New
147	Bridgeway Capital Management Houston, Texas	$7.8M	-$22K	2	0.1%	Reduced
148	EI EAM Investors Solana Beach, California	$7.8M	+$3.32M	3	1.04%	Increased
149	Adage Capital Partners Boston, Massachusetts	$7.77M	-$94.2K	1	0.02%	Reduced
150	Carmignac Gestion Paris, France	$7.73M	+$6.85M	1	0.06%	New