← 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
Driehaus Capital Management
Driehaus Capital Management
Illinois
$9.96M +$2.16M 2 0.38% Increased
152
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.83M -$6.08M 1 0.39% Reduced
153
Trillium Asset Management
Trillium Asset Management
Massachusetts
$9.62M -$18K 1 0.53% Reduced
154
MPAM
Monarch Partners Asset Management
Massachusetts
$9.49M $0 1 0.89% Maintained
155
Candriam SCA
Candriam SCA
Luxembourg
$9.48M +$9.09M 1 0.16% New
156
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.43M -$202K 4 0.01% Reduced
157
DCM
Dupont Capital Management
Delaware
$9.34M +$3.7M 2 0.21% Increased
158
UBS AM
UBS AM
Illinois
$9.28M -$608K 3 0.01% Reduced
159
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$9.22M +$176K 1 0.02% Increased
160
American Century Companies
American Century Companies
Missouri
$9.11M +$5.88M 2 0.01% Increased
161
TAM
Third Avenue Management
New York
$8.82M +$3.86M 1 0.42% Increased
162
HI
Handelsinvest Investeringsforvaltning
Denmark
$8.81M +$8.03M 1 1.95% New
163
CAM
ClariVest Asset Management
California
$8.74M +$3.93M 2 0.15% Increased
164
KBC Group
KBC Group
Belgium
$8.73M -$816K 3 0.07% Reduced
165
CIBC World Market
CIBC World Market
Ontario, Canada
$8.68M -$235K 2 0.04% Reduced
166
RHJA
Rice Hall James & Associates
California
$8.54M +$6.04M 2 0.34% Increased
167
UONDDL
University of Notre Dame du Lac
Indiana
$8.5M +$2.52M 1 1.76% Increased
168
GMI
Greystone Managed Investments
Saskatchewan, Canada
$8.33M +$1.01M 1 0.35% Increased
169
OPCM
Osborne Partners Capital Management
California
$8.32M -$388K 1 1.1% Reduced
170
Adage Capital Partners
Adage Capital Partners
Massachusetts
$8.22M -$158K 1 0.02% Reduced
171
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$8.22M -$1.62M 1 0.04% Reduced
172
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$8.2M +$3.56M 2 0.48% Increased
173
Eagle Asset Management
Eagle Asset Management
Florida
$8.18M +$121K 2 0.04% Increased
174
TCM
Timpani Capital Management
Wisconsin
$8.01M +$3.35M 2 2.88% Increased
175
Aberdeen Group
Aberdeen Group
United Kingdom
$7.82M -$3.28M 1 0.02% Reduced