← 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
201
APG Asset Management
APG Asset Management
Netherlands
$72.8M +$20.4M 1 0.18% Increased
202
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$72.6M -$360K 2 1.08% Reduced
203
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$72.2M +$1.42M 5 0.07% Increased
204
Coldstream Capital Management
Coldstream Capital Management
Washington
$72.1M +$62.6M 4 0.9% Increased
205
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$72M -$28.8M 1 0.18% Reduced
206
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$71.7M -$400K 1 1.64% Reduced
207
Candriam SCA
Candriam SCA
Luxembourg
$71.6M +$16.8M 2 0.32% Increased
208
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$69.7M +$14.7M 3 0.18% Increased
209
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$69.3M $0 1 1.69% Maintained
210
CIBC World Market
CIBC World Market
Ontario, Canada
$69.3M -$8.77M 4 0.11% Reduced
211
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$69.2M +$6.76M 5 0.17% Increased
212
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$68.8M -$3.27M 1 4% Reduced
213
TCW Group
TCW Group
California
$67.6M +$25.4M 3 0.45% Increased
214
Eventide Asset Management
Eventide Asset Management
Massachusetts
$67.1M +$2.63M 1 0.9% Increased
215
Energy Income Partners
Energy Income Partners
Connecticut
$66.8M -$22.9M 1 1.05% Reduced
216
SFM
Stack Financial Management
Montana
$66.7M -$25.3M 1 5.2% Reduced
217
NIM
NXG Investment Management
Texas
$66M -$13.2M 2 2.95% Reduced
218
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$65.7M -$3.58M 1 0.93% Reduced
219
Groupe la Francaise
Groupe la Francaise
France
$65.4M -$1.46M 1 0.79% Reduced
220
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$65.3M -$19.2M 2 0.23% Reduced
221
VWA
Visionary Wealth Advisors
Illinois
$64.7M -$4.71M 1 2.55% Reduced
222
CCPM
Cooper Creek Partners Management
New York
$64M +$42.6M 2 1.52% Increased
223
Two Sigma Investments
Two Sigma Investments
New York
$63.8M -$9.53M 5 0.05% Reduced
224
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$63.5M +$888K 5 0.19% Increased
225
Baird Financial Group
Baird Financial Group
Wisconsin
$63.3M -$26.2M 3 0.09% Reduced