← 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	Natixis Paris, France	$7.24M	+$3.15M	1	0.09%	Increased
152	Bridgeway Capital Management Houston, Texas	$7.22M	-$964K	2	0.09%	Reduced
153	RI Redwood Investments Boston, Massachusetts	$7.15M	+$6.83M	1	0.71%	New
154	State of Tennessee, Department of Treasury Nashville, Tennessee	$7.13M	-$115K	2	0.03%	Reduced
155	WBC Westpac Banking Corp Sydney, Australia	$6.8M	+$218K	1	0.05%	Increased
156	UBS AM Chicago, Illinois	$6.77M	-$6.13K	3	0.01%	Reduced
157	British Columbia Investment Management Victoria, British Columbia, Canada	$6.68M	-$548K	1	0.05%	Reduced
158	UONDDL University of Notre Dame du Lac South Bend, Indiana	$6.28M	+$6M	1	1.57%	New
159	TAM THB Asset Management Norwalk, Connecticut	$6.26M	-$163K	1	0.78%	Reduced
160	Asset Management One Tokyo, Japan	$6.15M	+$6.02M	2	0.02%	New
161	2L 22NW LP Seattle, Washington	$6.1M	+$383K	2	3.53%	Increased
162	LSV Asset Management Chicago, Illinois	$6.08M	-$560K	1	0.01%	Reduced
163	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$6M	-$152K	3	0.81%	Reduced
164	Susquehanna International Group Bala Cynwyd, Pennsylvania	$5.98M	-$1.17M	3	0%	Reduced
165	Panagora Asset Management Boston, Massachusetts	$5.82M	-$11.7M	2	0.02%	Reduced
166	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$5.76M	-$5.74M	1	2.22%	Reduced
167	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$5.73M	-$417K	1	0.61%	Reduced
168	MLICM Metropolitan Life Insurance Company (MetLife) New York	$5.68M	-$68.7K	4	0.04%	Reduced
169	Thrivent Financial for Lutherans Minneapolis, Minnesota	$5.66M	+$194K	2	0.02%	Increased
170	TA Teton Advisors Rye, New York	$5.64M	$0	1	0.56%	Maintained
171	MC Mitra Capital Boston, Massachusetts	$5.55M	+$5.4M	2	10.38%	New
172	EP Elkfork Partners Portland, Oregon	$5.53M	+$149K	1	0.17%	Increased
173	Laurion Capital Management New York	$5.41M	+$5.25M	2	0.04%	New
174	Algert Global San Francisco, California	$5.41M	+$192K	2	1.46%	Increased
175	DCM Dupont Capital Management Wilmington, Delaware	$5.39M	-$3.84M	1	0.12%	Reduced