← 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
$3.81M +$640K 1 0.09% Increased
202
Aperio Group
Aperio Group
California
$3.8M +$584K 3 0.02% Increased
203
WesBanco Bank
WesBanco Bank
West Virginia
$3.76M -$50.6K 1 0.2% Reduced
204
MCM
McKinley Capital Management
Alaska
$3.46M +$3.28M 1 0.13% Increased
205
CCM
Coe Capital Management
Illinois
$3.42M +$80.2K 2 3.89% Increased
206
American Century Companies
American Century Companies
Missouri
$3.39M -$420K 1 0% Reduced
207
Citigroup
Citigroup
New York
$3.39M +$323K 4 0% Increased
208
Nuveen
Nuveen
North Carolina
$3.35M -$391K 1 0.02% Reduced
209
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.33M -$98.6K 4 0% Reduced
210
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$3.29M $0 1 0.01% Maintained
211
Jefferies Group
Jefferies Group
New York
$3.17M +$2.7M 1 0.02% Increased
212
QS Investors
QS Investors
New York
$3.13M -$295K 4 0.03% Reduced
213
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$3.09M +$168K 1 0.19% Increased
214
PPCM
Pillar Pacific Capital Management
California
$3.09M +$408K 2 0.42% Increased
215
Acadian Asset Management
Acadian Asset Management
Massachusetts
$3.08M -$4.04M 1 0.01% Reduced
216
TPCM
Three Peaks Capital Management
Colorado
$3.07M -$42.9K 1 0.45% Reduced
217
RCM
Riverhead Capital Management
Delaware
$3.06M +$511K 1 0.15% Increased
218
FTC
Farmers Trust Company
Ohio
$2.98M -$15.3K 1 1.06% Reduced
219
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$2.96M -$850K 1 0.03% Reduced
220
Barclays
Barclays
United Kingdom
$2.96M -$4.14M 4 0% Reduced
221
CPIM
Columbia Partners Investment Management
Virginia
$2.94M $0 1 0.38% Maintained
222
Fisher Asset Management
Fisher Asset Management
Washington
$2.92M +$717K 1 0% Increased
223
TAM
Third Avenue Management
New York
$2.9M +$998K 1 0.13% Increased
224
CIP
Convergence Investment Partners
Florida
$2.88M -$793K 1 0.42% Reduced
225
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.82M +$2.05M 2 0.03% Increased