← 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	Numeric Investors Boston, Massachusetts	$5.16M	+$3.58M	3	0.06%	Increased
202	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$5.15M	-$561K	1	0.81%	Reduced
203	Davenport & Co Richmond, Virginia	$5.03M	-$254K	1	0.08%	Reduced
204	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.98M	+$74.2K	1	0.32%	Increased
205	Nordea Investment Management Stockholm, Sweden	$4.9M	+$1.61M	3	0.02%	Increased
206	Miller Howard Investments Kingston, New York	$4.85M	+$233K	1	0.07%	Increased
207	APG Asset Management Amsterdam, Netherlands	$4.82M	-$5.88M	1	0.01%	Reduced
208	Granahan Investment Management Waltham, Massachusetts	$4.78M	-$2.72M	1	0.14%	Reduced
209	Credit Agricole Montrouge Cedex, France	$4.67M	-$1.86M	1	0.02%	Reduced
210	Analytic Investors Los Angeles, California	$4.58M	-$22.2K	3	0.06%	Reduced
211	TC TFS Capital West Chester, Pennsylvania	$4.55M	+$2.2M	3	0.44%	Increased
212	State of Wisconsin Investment Board Madison, Wisconsin	$4.52M	-$150K	1	0.02%	Reduced
213	DekaBank Deutsche Girozentrale Frankfurt, Germany	$4.52M	+$614K	1	0.05%	Increased
214	ETM Euclidean Technologies Management Seattle, Washington	$4.51M	+$2.25M	2	4.24%	Increased
215	EIM Essex Investment Management Boston, Massachusetts	$4.42M	+$635K	2	0.67%	Increased
216	GMCM Gruber & McBaine Capital Management San Francisco, California	$4.36M	+$187K	2	1.18%	Increased
217	Walleye Trading New York	$4.32M	+$4.1M	3	0.04%	Increased
218	WI WHV Investments San Francisco, California	$4.28M	+$614K	2	0.1%	Increased
219	AGF Investments Inc Toronto, Ontario, Canada	$4.19M	+$3.76M	1	0.05%	Increased
220	AIG American International Group New York	$4.14M	-$141K	4	0.02%	Reduced
221	MPAM Monarch Partners Asset Management Boston, Massachusetts	$4.14M	+$1.82M	1	0.56%	Increased
222	EWM Endurance Wealth Management Providence, Rhode Island	$4.13M	+$190K	1	0.69%	Increased
223	CIC Chase Investment Counsel Charlottesville, Virginia	$4.04M	+$1.04M	1	1.47%	Increased
224	Apex Capital Management Dayton, Ohio	$4.02M	+$305K	1	0.09%	Increased
225	LCP LGT Capital Partners Pfaeffikon, Switzerland	$4.01M	-$2.31M	1	1.14%	Reduced