← 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
176	Baird Milwaukee, Wisconsin	$9.29M	+$589K	2	0.13%	Increased
177	LCM Lafitte Capital Management Austin, Texas	$9.11M	+$236K	1	4.96%	Increased
178	Baillie Gifford & Co Edinburgh, United Kingdom	$9.06M	$0	1	0.02%	Maintained
179	NIP Nicholas Investment Partners Rancho Santa Fe, California	$9.06M	+$2.08M	3	0.53%	Increased
180	Acadian Asset Management Boston, Massachusetts	$9.01M	+$6.32M	2	0.04%	Increased
181	RBA Richard Bernstein Advisors New York	$8.91M	$0	4	1.05%	Maintained
182	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$8.64M	+$8.65M	1	2.23%	New
183	Citadel Advisors Miami, Florida	$8.58M	+$237K	4	0.01%	Increased
184	WI WHV Investments San Francisco, California	$8.57M	+$419K	2	0.11%	Increased
185	US Bancorp Minneapolis, Minnesota	$8.5M	+$1.91M	4	0.03%	Increased
186	Old National Bancorp Evansville, Indiana	$8.46M	-$342K	1	0.64%	Reduced
187	KAM Keeley Asset Management Chicago, Illinois	$8.42M	-$465K	2	0.15%	Reduced
188	Boston Partners Boston, Massachusetts	$8.27M	-$3.66M	1	0.01%	Reduced
189	Hancock Whitney Gulfport, Mississippi	$8.14M	-$9.14M	1	0.29%	Reduced
190	SCM SIR Capital Management New York	$8.11M	+$6.17M	1	1.07%	Increased
191	VAM Visium Asset Management New York	$8.04M	+$8.71M	2	0.12%	New
192	PIM Progressive Investment Management Lake Oswego, Oregon	$8.03M	-$1.72M	1	2.59%	Reduced
193	THCM Tipp Hill Capital Management New York	$7.95M	+$1.38M	1	7.02%	Increased
194	ING Group Amsterdam, Netherlands	$7.88M	$0	1	0.04%	Maintained
195	ARC Absolute Return Capital Boston, Massachusetts	$7.55M	+$5.47M	3	0.09%	Increased
196	BlackRock Japan Tokyo, Japan	$7.47M	-$870K	1	0.03%	Reduced
197	BA Broadview Advisors Milwaukee, Wisconsin	$7.44M	+$5.71M	1	0.72%	Increased
198	HSBC Holdings London, United Kingdom	$7.36M	-$28.8K	1	0.02%	Reduced
199	PC Pier Capital Stamford, Connecticut	$7.34M	-$812K	1	1.04%	Reduced
200	ICM ICC Capital Management Orlando, Florida	$7.32M	-$2.26M	2	0.77%	Reduced