← 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	NIP Nicholas Investment Partners Rancho Santa Fe, California	$13M	-$196K	1	0.86%	Reduced
127	WC Walthausen & Co Malta, New York	$12.9M	+$13.2M	1	1.22%	New
128	Kornitzer Capital Management Shawnee Mission, Kansas	$12.7M	+$938K	1	0.22%	Increased
129	Curi RMB Capital Chicago, Illinois	$12.7M	+$1.62M	3	0.33%	Increased
130	New York State Teachers Retirement System (NYSTRS) Albany, New York	$12.4M	+$121K	3	0.03%	Increased
131	TAM THB Asset Management Norwalk, Connecticut	$12.3M	+$1.38M	1	1.62%	Increased
132	HSBC Holdings London, United Kingdom	$12.1M	+$2.06M	3	0.02%	Increased
133	Los Angeles Capital Management Los Angeles, California	$12M	+$7.99M	3	0.07%	Increased
134	VHMC Value Holdings Management Company Hampton Bays, New York	$11.7M	-$1.13M	1	4.1%	Reduced
135	CIBC World Markets New York	$11.6M	-$6.02M	1	0.08%	Reduced
136	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$11.5M	+$4.37M	1	1.26%	Increased
137	Amundi Asset Management US Boston, Massachusetts	$11.4M	+$10.5M	3	0.02%	New
138	SL SIB LLC New York, New York	$11.4M	$0	1	8.17%	Maintained
139	NRS Neville Rodie & Shaw New York	$11.4M	+$865K	1	1.2%	Increased
140	JIR James Investment Research Alpha, Ohio	$11.3M	+$1.96M	3	0.39%	Increased
141	JCM Jag Capital Management St Louis, Missouri	$11.3M	+$1.19M	1	2.12%	Increased
142	SCM SG Capital Management Chicago, Illinois	$11M	-$11.8M	1	2.2%	Reduced
143	Carmignac Gestion Paris, France	$10.8M	+$1.34M	1	0.07%	Increased
144	Raymond James & Associates St Petersburg, Florida	$10.5M	+$1.56M	3	0.02%	Increased
145	Advisors Asset Management Monument, Colorado	$10.5M	+$328K	2	0.17%	Increased
146	FPC Falcon Point Capital San Francisco, California	$10.4M	+$677K	2	1.76%	Increased
147	ACM Argent Capital Management St Louis, Missouri	$10.4M	+$1.43M	2	0.36%	Increased
148	Fidelity Investments Boston, Massachusetts	$10.3M	-$11.1M	1	0%	Reduced
149	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$10.2M	+$543K	4	0.05%	Increased
150	Baird Financial Group Milwaukee, Wisconsin	$10M	+$1.85M	2	0.07%	Increased