← 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	RIM Rainier Investment Management Seattle, Washington	$6.98M	-$1.45M	1	1.39%	Reduced
152	UBS AM Chicago, Illinois	$6.94M	+$624K	3	0.01%	Increased
153	Baird Financial Group Milwaukee, Wisconsin	$6.91M	-$375K	1	0.05%	Reduced
154	Asset Management One Tokyo, Japan	$6.88M	+$848K	2	0.02%	Increased
155	Waddell & Reed Financial Overland Park, Kansas	$6.86M	+$240K	1	0.02%	Increased
156	Glenview Trust Louisville, Kentucky	$6.83M	+$408K	1	0.53%	Increased
157	Thrivent Financial for Lutherans Minneapolis, Minnesota	$6.82M	+$2.78M	1	0.03%	Increased
158	Polar Asset Management Partners Toronto, Ontario, Canada	$6.63M	+$7.33M	1	0.16%	New
159	DCM Divisar Capital Management San Francisco, California	$6.59M	+$1.01M	1	3.02%	Increased
160	Chartwell Investment Partners Berywn, Pennsylvania	$6.57M	+$2.57M	1	0.25%	Increased
161	2L 22NW LP Seattle, Washington	$6.56M	$0	2	3.71%	Maintained
162	HSBC Holdings London, United Kingdom	$6.51M	-$613K	2	0.01%	Reduced
163	MPAM Monarch Partners Asset Management Boston, Massachusetts	$6.5M	+$6.22M	1	0.64%	New
164	Eagle Asset Management St Petersburg, Florida	$6.49M	-$7.88M	2	0.04%	Reduced
165	PFC Phocas Financial Corp Alameda, California	$6.49M	-$2.77M	1	0.59%	Reduced
166	NIM NXG Investment Management Dallas, Texas	$6.41M	+$6.49M	1	0.21%	New
167	State of Tennessee, Department of Treasury Nashville, Tennessee	$6.22M	-$26.7K	2	0.03%	Reduced
168	SAM Scopus Asset Management New York	$6.09M	+$5.84M	1	0.07%	New
169	JIR James Investment Research Alpha, Ohio	$6.09M	+$5.34M	2	0.19%	Increased
170	EP Elkfork Partners Portland, Oregon	$5.88M	+$989K	1	0.18%	Increased
171	HHC Hutchin Hill Capital New York	$5.67M	+$5.44M	3	0.19%	New
172	HBK Investments Dallas, Texas	$5.58M	+$2.94M	2	0.04%	Increased
173	TCM Timpani Capital Management Milwaukee, Wisconsin	$5.49M	-$4.13M	1	2.04%	Reduced
174	Susquehanna International Group Bala Cynwyd, Pennsylvania	$5.49M	-$858K	2	0%	Reduced
175	AIM Alambic Investment Management Belvedere, California	$5.45M	+$1.06M	2	0.66%	Increased