← 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	HAM HHR Asset Management Berkeley Heights, New Jersey	$7.29M	-$99.9M	1	0.29%	Reduced
202	CL Croft-Leominster Baltimore, Maryland	$7.22M	-$1.32M	1	1.22%	Reduced
203	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.08M	-$196K	4	0.05%	Reduced
204	Driehaus Capital Management Chicago, Illinois	$7.02M	-$834K	2	0.23%	Reduced
205	SCM Stevens Capital Management Radnor, Pennsylvania	$7M	+$4.57M	2	0.19%	Increased
206	GMCM Gruber & McBaine Capital Management San Francisco, California	$6.98M	+$582K	3	1.88%	Increased
207	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$6.85M	$0	1	1%	Maintained
208	Virginia Retirement Systems Richmond, Virginia	$6.8M	+$6.8M	1	0.12%	New
209	AL AJO LP Philadelphia, Pennsylvania	$6.74M	+$5.44M	1	0.03%	Increased
210	NIM NXG Investment Management Dallas, Texas	$6.57M	+$2.24M	3	0.15%	Increased
211	CAM Centre Asset Management New York	$6.51M	-$405K	1	0.98%	Reduced
212	Andra AP-fonden Goteborg, Sweden	$6.42M	+$2.91M	1	0.14%	Increased
213	Picton Mahoney Asset Management Toronto, Ontario, Canada	$6.39M	+$658K	2	0.37%	Increased
214	Eventide Asset Management Boston, Massachusetts	$6.32M	+$1.69M	1	0.86%	Increased
215	AIG American International Group New York	$6.12M	+$873K	4	0.03%	Increased
216	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$5.92M	+$3.72M	2	0.89%	Increased
217	Marshall Wace London, United Kingdom	$5.92M	+$6.25M	3	0.09%	New
218	Bank of Montreal Toronto, Ontario, Canada	$5.86M	+$589K	4	0.01%	Increased
219	FA Friess Associates Greenville, Delaware	$5.77M	-$10.5M	1	0.47%	Reduced
220	BCM BBT Capital Management Fort Worth, Texas	$5.72M	+$7M	1	0.35%	New
221	ABC Anchor Bolt Capital Chicago, Illinois	$5.68M	+$5.69M	1	0.48%	New
222	CIBC World Market Toronto, Ontario, Canada	$5.67M	+$451K	1	0.02%	Increased
223	Huntington National Bank Columbus, Ohio	$5.61M	-$414K	2	0.11%	Reduced
224	British Columbia Investment Management Victoria, British Columbia, Canada	$5.5M	+$437K	1	0.04%	Increased
225	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$5.5M	-$738K	1	0.3%	Reduced