← 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
LM
Luminus Management
Texas
$5.94M +$5.9M 1 0.17% New
152
CCM
Coe Capital Management
Illinois
$5.78M -$4.93M 1 2% Reduced
153
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.65M -$35.8K 4 0.01% Reduced
154
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.61M -$4.19M 2 0% Reduced
155
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$5.52M $0 1 0.01% Maintained
156
UBS AM
UBS AM
Illinois
$5.44M -$6.33M 4 0.01% Reduced
157
Adage Capital Partners
Adage Capital Partners
Massachusetts
$5.43M -$465K 1 0.01% Reduced
158
Eagle Asset Management
Eagle Asset Management
Florida
$5.34M -$871K 2 0.04% Reduced
159
STRS Ohio
STRS Ohio
Ohio
$5.15M -$498K 2 0.02% Reduced
160
NFA
Nationwide Fund Advisors
Ohio
$5M +$203K 4 0.02% Increased
161
Legal & General Group
Legal & General Group
United Kingdom
$4.99M -$715K 4 0.01% Reduced
162
OPCM
Osborne Partners Capital Management
California
$4.88M -$105K 1 0.73% Reduced
163
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.88M -$3.23M 1 0.01% Reduced
164
DCM
Dupont Capital Management
Delaware
$4.84M +$3.25M 1 0.11% Increased
165
LSV Asset Management
LSV Asset Management
Illinois
$4.83M +$831K 3 0.01% Increased
166
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$4.64M +$18.9K 2 0.07% Increased
167
Martingale Asset Management
Martingale Asset Management
Massachusetts
$4.63M -$515K 2 0.08% Reduced
168
TD Asset Management
TD Asset Management
Ontario, Canada
$4.5M -$2.92M 1 0.01% Reduced
169
Kennedy Capital Management
Kennedy Capital Management
Missouri
$4.49M -$174K 1 0.09% Reduced
170
Great Lakes Advisors
Great Lakes Advisors
Illinois
$4.27M +$1.84M 1 0.12% Increased
171
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$4.23M -$2.03M 2 0.02% Reduced
172
SGCIA
Smith Graham & Co Investment Advisors
Texas
$4.2M -$25.2K 1 0.58% Reduced
173
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$3.85M -$189K 2 0.04% Reduced
174
Meag Munich Ergo
Meag Munich Ergo
Germany
$3.82M +$467K 1 0.35% Increased
175
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$3.77M -$145K 4 0.03% Reduced