← 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
NRS
Neville Rodie & Shaw
New York
$5.33M -$173K 1 0.61% Reduced
177
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.23M -$15.4M 3 0.01% Reduced
178
MCM
McRae Capital Management
New Jersey
$5.21M -$190K 1 2.15% Reduced
179
PP
PDT Partners
New York
$5.17M -$1.44M 2 0.27% Reduced
180
DCM
Divisar Capital Management
California
$5.14M +$1.04M 1 2.8% Increased
181
TCM
Tributary Capital Management
Nebraska
$5.09M -$1.01M 2 0.5% Reduced
182
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5.05M +$2.82M 4 0.01% Increased
183
Canada Life
Canada Life
Manitoba, Canada
$4.99M -$445K 4 0.01% Reduced
184
Squarepoint
Squarepoint
New York
$4.8M +$4.07M 2 0.13% Increased
185
Raymond James & Associates
Raymond James & Associates
Florida
$4.73M +$374K 2 0.01% Increased
186
Davenport & Co
Davenport & Co
Virginia
$4.7M -$73K 1 0.07% Reduced
187
GHCM
Glen Harbor Capital Management
California
$4.55M +$123K 1 0.11% Increased
188
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$4.54M +$455K 2 0.04% Increased
189
QS Investors
QS Investors
New York
$4.44M -$150K 4 0.04% Reduced
190
AIG
American International Group
New York
$4.43M -$18.8K 4 0.02% Reduced
191
WesBanco Bank
WesBanco Bank
West Virginia
$4.3M -$267K 1 0.24% Reduced
192
TJHA
Thomas J. Herzfeld Advisors
Florida
$4.28M +$191K 1 1.88% Increased
193
Martingale Asset Management
Martingale Asset Management
Massachusetts
$4.25M -$1.46M 1 0.06% Reduced
194
EI
EAM Investors
California
$3.98M -$4.1M 2 0.63% Reduced
195
AIM
Alambic Investment Management
California
$3.97M +$2.72M 3 0.49% Increased
196
ACM
Argent Capital Management
Missouri
$3.79M -$1.94M 1 0.14% Reduced
197
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$3.72M +$3.53M 1 0.01% New
198
HSA
Hussman Strategic Advisors
Maryland
$3.71M -$2.09M 1 0.82% Reduced
199
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$3.71M -$1.55M 1 0.02% Reduced
200
Great Lakes Advisors
Great Lakes Advisors
Illinois
$3.58M -$3.21M 1 0.09% Reduced