← 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.55M +$5.7M 4 0.01% Increased
127
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$9.51M +$4.24M 1 0.17% Increased
128
RIM
Rainier Investment Management
Washington
$9.49M -$4.71M 1 1.03% Reduced
129
Carmignac Gestion
Carmignac Gestion
France
$9.21M +$1.07M 1 0.07% Increased
130
Trillium Asset Management
Trillium Asset Management
Massachusetts
$9.16M -$5.05M 1 0.59% Reduced
131
Two Sigma Investments
Two Sigma Investments
New York
$9.1M -$13.4M 3 0.03% Reduced
132
TCM
Timpani Capital Management
Wisconsin
$9.01M -$1.56M 2 3.61% Reduced
133
Acadian Asset Management
Acadian Asset Management
Massachusetts
$8.9M +$12.6K 1 0.04% Increased
134
Comerica Bank
Comerica Bank
Texas
$8.88M +$19.4K 4 0.07% Increased
135
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$8.77M $0 1 0.02% Maintained
136
Meag Munich Ergo
Meag Munich Ergo
Germany
$8.65M +$1.14M 1 0.34% Increased
137
CIBC World Markets
CIBC World Markets
New York
$8.38M +$7.87M 1 0.07% Increased
138
VHMC
Value Holdings Management Company
New York
$8.35M -$3.03M 1 3.5% Reduced
139
Baird Financial Group
Baird Financial Group
Wisconsin
$8.21M -$286K 1 0.07% Reduced
140
Adage Capital Partners
Adage Capital Partners
Massachusetts
$8.16M -$113K 1 0.02% Reduced
141
Advisors Asset Management
Advisors Asset Management
Colorado
$7.95M +$2.75M 2 0.13% Increased
142
NA
Navellier & Associates
Nevada
$7.8M +$1.97M 2 1.14% Increased
143
SEI Investments
SEI Investments
Pennsylvania
$7.76M -$100K 3 0.03% Reduced
144
Barclays
Barclays
United Kingdom
$7.71M +$4.07M 4 0.01% Increased
145
HSBC Holdings
HSBC Holdings
United Kingdom
$7.7M +$334K 2 0.02% Increased
146
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.57M +$110K 4 0.04% Increased
147
OPCM
Osborne Partners Capital Management
California
$7.49M -$268K 1 1.07% Reduced
148
CAM
Centre Asset Management
New York
$7.47M -$2.07M 1 2.05% Reduced
149
FPC
Falcon Point Capital
California
$7.29M -$3.23M 2 0.97% Reduced
150
Glenview Trust
Glenview Trust
Kentucky
$7.25M +$7.13M 1 0.57% New