← 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
MCIM
Meadow Creek Investment Management
Georgia
$3.58M +$96.4K 1 0.09% Increased
202
Aperio Group
Aperio Group
California
$3.56M +$520K 3 0.02% Increased
203
UFF
USA Financial Formulas
Michigan
$3.53M -$292K 1 0.85% Reduced
204
Curi RMB Capital
Curi RMB Capital
Illinois
$3.52M +$3.46M 1 0.15% New
205
MAG
Millrace Asset Group
Pennsylvania
$3.5M +$415K 2 3.56% Increased
206
Citigroup
Citigroup
New York
$3.49M -$6.52M 4 0% Reduced
207
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.47M -$60.3K 4 0% Reduced
208
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$3.45M +$3.29M 1 0.13% New
209
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$3.41M -$3.94M 1 0.03% Reduced
210
American Century Companies
American Century Companies
Missouri
$3.4M -$5.21M 1 0% Reduced
211
FTC
Farmers Trust Company
Ohio
$3.38M -$722K 1 1.19% Reduced
212
Nuveen
Nuveen
North Carolina
$3.35M -$565K 2 0.02% Reduced
213
CIP
Convergence Investment Partners
Florida
$3.32M -$345K 2 0.47% Reduced
214
Driehaus Capital Management
Driehaus Capital Management
Illinois
$3.31M +$2.13M 3 0.11% Increased
215
SC
Shellback Capital
Massachusetts
$3.22M +$3.08M 1 0.29% New
216
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$3.13M -$935K 1 0.01% Reduced
217
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.03M +$2.99M 3 0.06% New
218
Fisher Asset Management
Fisher Asset Management
Washington
$3M +$976K 1 0% Increased
219
CCM
Coe Capital Management
Illinois
$2.99M -$182K 2 3.6% Reduced
220
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$2.94M -$92.9K 3 0.02% Reduced
221
PPCM
Pillar Pacific Capital Management
California
$2.93M +$2.03M 2 0.41% Increased
222
RCM
Riverhead Capital Management
Delaware
$2.88M +$86K 1 0.16% Increased
223
1CM
1492 Capital Management
Wisconsin
$2.84M +$666K 2 2.21% Increased
224
TPCM
Three Peaks Capital Management
Colorado
$2.76M +$2.64M 1 0.41% New
225
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.73M +$2.09M 1 0.01% Increased