← 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
DCM
Dupont Capital Management
Delaware
$7.87M +$1.83M 1 0.18% Increased
152
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$7.55M -$3.34M 1 0.07% Reduced
153
VHMC
Value Holdings Management Company
New York
$7.03M +$18.9K 1 4.13% Increased
154
UBS AM
UBS AM
Illinois
$6.76M +$37.8K 4 0.01% Increased
155
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.63M -$251K 4 0.01% Reduced
156
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$6.44M -$413K 1 0.01% Reduced
157
Adage Capital Partners
Adage Capital Partners
Massachusetts
$6.33M -$229K 1 0.02% Reduced
158
OPCM
Osborne Partners Capital Management
California
$6.24M +$297K 1 0.93% Increased
159
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$6.12M $0 2 0.09% Maintained
160
Eagle Asset Management
Eagle Asset Management
Florida
$6.01M -$83.9K 2 0.04% Reduced
161
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$5.96M -$2.92M 1 0.26% Reduced
162
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$5.96M -$2.92M 1 0.18% Reduced
163
NFA
Nationwide Fund Advisors
Ohio
$5.95M -$257K 4 0.02% Reduced
164
PC
Pier Capital
Connecticut
$5.7M +$1.79M 1 1.01% Increased
165
Comerica Bank
Comerica Bank
Texas
$5.56M +$2.36M 3 0.05% Increased
166
TAM
THB Asset Management
Connecticut
$5.55M -$3.14M 1 0.81% Reduced
167
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$5.53M +$361K 2 0.03% Increased
168
SIP
Stoneridge Investment Partners
Pennsylvania
$5.41M +$788K 1 0.78% Increased
169
QS Investors
QS Investors
New York
$5.39M +$1.16M 4 0.04% Increased
170
CEP
Chicago Equity Partners
Illinois
$5.36M +$784K 2 0.15% Increased
171
TD Asset Management
TD Asset Management
Ontario, Canada
$5.17M -$252K 1 0.01% Reduced
172
ICRM
Insight Capital Research & Management
California
$5.17M +$4.77M 1 2.3% New
173
Great Lakes Advisors
Great Lakes Advisors
Illinois
$5.06M -$94.3K 1 0.14% Reduced
174
SGCIA
Smith Graham & Co Investment Advisors
Texas
$5.01M -$65.7K 1 0.64% Reduced
175
Canada Life
Canada Life
Manitoba, Canada
$4.91M +$550K 4 0.01% Increased