← 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
AssetMark Inc
AssetMark Inc
California
$5.26M +$877K 3 0.06% Increased
202
PWPCM
Perella Weinberg Partners Capital Management
New York
$5.23M +$4.91M 1 0.44% New
203
GCP
GSA Capital Partners
United Kingdom
$5.2M +$2.54M 4 0.35% Increased
204
DCM
Divisar Capital Management
California
$5.07M -$2.45M 1 2.04% Reduced
205
DCM
Dupont Capital Management
Delaware
$4.95M +$2.92M 2 0.11% Increased
206
AIG
American International Group
New York
$4.91M +$48.7K 4 0.02% Increased
207
Davenport & Co
Davenport & Co
Virginia
$4.89M +$18.4K 1 0.06% Increased
208
MCM
McRae Capital Management
New Jersey
$4.89M -$147K 1 2.1% Reduced
209
BHTS
Bar Harbor Trust Services
Maine
$4.86M -$83.8K 1 2.59% Reduced
210
TJHA
Thomas J. Herzfeld Advisors
Florida
$4.75M -$486K 1 2.09% Reduced
211
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$4.68M -$1.65M 2 0.02% Reduced
212
GHCM
Glen Harbor Capital Management
California
$4.62M -$821K 1 0.11% Reduced
213
BCFA
BP Capital Fund Advisors
Texas
$4.43M -$16.9K 1 1.91% Reduced
214
EWM
Endurance Wealth Management
Rhode Island
$4.38M +$3.12M 1 0.73% Increased
215
Federated Hermes
Federated Hermes
Pennsylvania
$4.3M +$98.7K 4 0.01% Increased
216
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.28M -$1.62M 3 0% Reduced
217
CAM
ClariVest Asset Management
California
$4.28M +$2.54M 1 0.1% Increased
218
WesBanco Bank
WesBanco Bank
West Virginia
$4.27M $0 1 0.22% Maintained
219
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$4.26M +$1.02M 2 0.26% Increased
220
TCM
Timpani Capital Management
Wisconsin
$4.23M -$1.33M 2 1.54% Reduced
221
Aperio Group
Aperio Group
California
$4.2M +$110K 3 0.02% Increased
222
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.11M +$465K 4 0% Increased
223
TA
Teton Advisors
New York
$4.1M +$83K 1 0.38% Increased
224
CIP
Convergence Investment Partners
Florida
$3.93M +$884K 2 0.56% Increased
225
Panagora Asset Management
Panagora Asset Management
Massachusetts
$3.81M -$906K 3 0.02% Reduced