← 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
KBC Group
KBC Group
Belgium
$8.96M -$5.58M 3 0.08% Reduced
152
CAM
Centre Asset Management
New York
$8.94M +$343K 1 2.32% Increased
153
Caxton Associates (New York)
Caxton Associates (New York)
New York
$8.93M +$8.38M 2 0.32% New
154
TAM
THB Asset Management
Connecticut
$8.82M -$43.2K 1 1.21% Reduced
155
Carmignac Gestion
Carmignac Gestion
France
$8.82M +$436K 1 0.07% Increased
156
FPC
Falcon Point Capital
California
$8.64M +$1.22M 2 1.25% Increased
157
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$8.63M -$6.77M 3 0.2% Reduced
158
BIM
Bogle Investment Management
Massachusetts
$8.57M -$8.49M 3 0.58% Reduced
159
Raymond James & Associates
Raymond James & Associates
Florida
$8.46M +$3.54M 3 0.02% Increased
160
Eagle Asset Management
Eagle Asset Management
Florida
$8.42M +$763K 2 0.05% Increased
161
OPCM
Osborne Partners Capital Management
California
$8.34M -$31.4K 1 1.14% Reduced
162
ACM
Argent Capital Management
Missouri
$8.11M +$376K 2 0.31% Increased
163
HBK Investments
HBK Investments
Texas
$8.04M +$1.57M 2 0.05% Increased
164
Adage Capital Partners
Adage Capital Partners
Massachusetts
$8.01M -$80.7K 1 0.02% Reduced
165
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$7.89M +$7.4M 1 0.18% New
166
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$7.77M -$2.12M 2 0.09% Reduced
167
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.77M -$95.9M 4 0.01% Reduced
168
Baird Financial Group
Baird Financial Group
Wisconsin
$7.65M -$185K 1 0.06% Reduced
169
Meag Munich Ergo
Meag Munich Ergo
Germany
$7.53M -$3.34M 1 0.31% Reduced
170
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$7.36M +$874K 1 0.02% Increased
171
Foresters Investment Management
Foresters Investment Management
New York
$7.26M +$6.82M 1 0.12% New
172
Driehaus Capital Management
Driehaus Capital Management
Illinois
$7.25M +$5.72M 1 0.28% Increased
173
2L
22NW LP
Washington
$7.16M +$279K 2 4.18% Increased
174
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$7.07M +$306K 1 0.24% Increased
175
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$6.96M -$2.84K 2 0.04% Reduced