← 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
Stifel Financial
Stifel Financial
Missouri
$9.48M -$773K 2 0.02% Reduced
127
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$9.36M -$131K 1 1.17% Reduced
128
TAM
THB Asset Management
Connecticut
$9.33M -$462K 1 1.49% Reduced
129
HI
Handelsinvest Investeringsforvaltning
Denmark
$9.28M -$2.84M 1 1.95% Reduced
130
VHMC
Value Holdings Management Company
New York
$9.11M $0 1 2.96% Maintained
131
Squarepoint
Squarepoint
New York
$9.1M +$5.46M 4 0.09% Increased
132
Baird Financial Group
Baird Financial Group
Wisconsin
$8.92M +$8.41M 2 0.03% Increased
133
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$8.9M -$422K 1 0.04% Reduced
134
CAM
Centre Asset Management
New York
$8.6M +$2.24M 1 2.07% Increased
135
NRS
Neville Rodie & Shaw
New York
$8.41M +$606K 1 0.89% Increased
136
Chevy Chase Trust
Chevy Chase Trust
Maryland
$8.23M -$447K 1 0.03% Reduced
137
Buckingham Capital Management (New York)
Buckingham Capital Management (New York)
New York
$8.2M +$7.86M 1 1.01% New
138
Two Sigma Advisers
Two Sigma Advisers
New York
$8.15M -$27M 3 0.02% Reduced
139
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$8.14M -$2.72M 1 0.11% Reduced
140
Osborne Partners Capital Management
Osborne Partners Capital Management
California
$8.1M -$183K 1 1.55% Reduced
141
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.91M +$4.25M 3 0.07% Increased
142
Federated Hermes
Federated Hermes
Pennsylvania
$7.7M +$4.67M 4 0.02% Increased
143
Eagle Asset Management
Eagle Asset Management
Florida
$7.5M -$228K 2 0.04% Reduced
144
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$7.41M +$1.59M 1 0.02% Increased
145
American Century Companies
American Century Companies
Missouri
$7.31M +$5.86M 1 0.01% Increased
146
Pier Capital
Pier Capital
Connecticut
$7.27M -$56.1K 1 1.12% Reduced
147
Aperio Group
Aperio Group
California
$7.22M +$827K 4 0.03% Increased
148
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$7.2M -$6.33M 3 0.03% Reduced
149
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.12M +$2.46M 4 0.01% Increased
150
Skylands Capital
Skylands Capital
Wisconsin
$7.07M +$929K 1 0.97% Increased