← 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
151	Impax Asset Management (UK) London, United Kingdom	$12.6M	+$6.47M	1	0.79%	Increased
152	ACP Ashfield Capital Partners San Francisco, California	$12.5M	+$38.5K	1	0.59%	Increased
153	LCP LGT Capital Partners Pfaeffikon, Switzerland	$12.4M	+$12.4M	1	2.91%	New
154	UBS O'Connor Chicago, Illinois	$12M	+$7.33M	1	0.08%	Increased
155	Janus Henderson Investors US Denver, Colorado	$12M	+$11.7M	1	0.01%	Increased
156	Davis Selected Advisers Tucson, Arizona	$11.7M	$0	1	0.03%	Maintained
157	AIA AGF Investments America Toronto, Ontario, Canada	$11.4M	-$2.1M	2	4.44%	Reduced
158	SL SIB LLC New York, New York	$11.1M	$0	1	8.04%	Maintained
159	Swiss National Bank Zurich, Switzerland	$11M	+$297K	4	0.04%	Increased
160	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$10.7M	+$3.57M	1	0.98%	Increased
161	CPIM Columbia Partners Investment Management Alexandria, Virginia	$10.4M	-$16M	1	0.48%	Reduced
162	HA Heartland Advisors Milwaukee, Wisconsin	$10.3M	+$12.6M	1	0.18%	New
163	MTB Mizuho Trust & Banking Tokyo, Japan	$10.3M	-$192K	1	0.04%	Reduced
164	OCM OMT Capital Management San Francisco, California	$10.3M	-$4.81M	1	4.54%	Reduced
165	Castleark Management Chicago, Illinois	$10.3M	+$12.6M	1	0.28%	New
166	WesBanco Bank Wheeling, West Virginia	$10.1M	-$6.58K	2	0.56%	Reduced
167	Credit Agricole Montrouge Cedex, France	$10M	-$15.5K	1	0.04%	Reduced
168	MCM Mitchell Capital Management Leawood, Kansas	$9.76M	+$91.6K	1	3.28%	Increased
169	AAA Alpine Associates Advisors Englewood Cliffs, New Jersey	$9.75M	+$9.76M	1	0.45%	New
170	AFG American Financial Group Cincinnati, Ohio	$9.74M	$0	1	0.79%	Maintained
171	QS Batterymarch Financial Management New York	$9.64M	-$3.25M	1	0.24%	Reduced
172	RCMC RK Capital Management (Colorado) Denver, Colorado	$9.58M	+$4.3M	2	1.91%	Increased
173	CHA Cedar Hill Associates Chicago, Illinois	$9.52M	+$498K	1	1.51%	Increased
174	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$9.39M	$0	1	4.25%	Maintained
175	PRA Parametric Risk Advisors Westport, Connecticut	$9.34M	+$692K	1	0.61%	Increased