← 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	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$5.35M	+$312K	1	1.99%	Increased
202	Aperio Group Sausalito, California	$5.34M	+$761K	3	0.03%	Increased
203	HBK Investments Dallas, Texas	$5.26M	-$2.88M	2	0.04%	Reduced
204	MCM McRae Capital Management Morristown, New Jersey	$5.19M	+$75K	1	2.19%	Increased
205	Davenport & Co Richmond, Virginia	$5.13M	+$8.33K	1	0.06%	Increased
206	Citigroup New York	$5.07M	-$656K	4	0%	Reduced
207	QS Investors New York	$5.05M	+$1.72M	4	0.05%	Increased
208	Laurion Capital Management New York	$4.96M	+$3.49M	1	0.03%	Increased
209	State of Tennessee, Department of Treasury Nashville, Tennessee	$4.92M	-$2.34M	2	0.02%	Reduced
210	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$4.89M	+$4.69M	1	0.01%	New
211	Schroder Investment Management Group London, United Kingdom	$4.67M	+$762K	1	0.01%	Increased
212	EWM Endurance Wealth Management Providence, Rhode Island	$4.61M	+$23.4K	1	0.74%	Increased
213	TA Teton Advisors Rye, New York	$4.58M	-$418K	1	0.42%	Reduced
214	LSA L & S Advisors Los Angeles, California	$4.55M	+$4.15M	1	0.7%	New
215	BNP Paribas Financial Markets Paris, France	$4.53M	-$1.12M	4	0.01%	Reduced
216	BHTS Bar Harbor Trust Services Ellsworth, Maine	$4.44M	-$53.3K	1	2.34%	Reduced
217	BCFA BP Capital Fund Advisors Dallas, Texas	$4.28M	-$341K	1	1.54%	Reduced
218	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.27M	+$4.37M	1	0.01%	New
219	PNC Financial Services Group Pittsburgh, Pennsylvania	$4.21M	-$107K	4	0%	Reduced
220	MetLife Investment Management Whippany, New Jersey	$4.13M	+$3.91M	4	0.05%	New
221	Alphadyne Asset Management New York	$4.12M	+$3.95M	1	0.53%	New
222	CEP Chicago Equity Partners Chicago, Illinois	$4.12M	-$5.99M	1	0.13%	Reduced
223	DCM Divisar Capital Management San Francisco, California	$4.11M	-$587K	1	1.5%	Reduced
224	Susquehanna International Group Bala Cynwyd, Pennsylvania	$4.1M	-$213K	3	0%	Reduced
225	Fisher Asset Management Camas, Washington	$4.04M	-$2.41M	1	0.01%	Reduced