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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2576
BB
Bell Bank
North Dakota
$5.2M +$449K 2 0.2% Increased
2577
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$5.19M -$2.16M 1 0.02% Reduced
2578
TCP
TMB Capital Partners
Arkansas
$5.19M -$177K 3 1.62% Reduced
2579
CAM
CenterStar Asset Management
Illinois
$5.19M +$1.18M 1 0.88% Increased
2580
TDC
Thompson Davis & Co
Virginia
$5.19M +$639K 7 3.1% Increased
2581
PI
Pettee Investors
Connecticut
$5.18M +$258K 4 2.55% Increased
2582
CAC
Certified Advisory Corp
Florida
$5.17M +$567K 4 0.42% Increased
2583
S
Steadtrust
Texas
$5.17M +$214K 6 2.61% Increased
2584
MLIC
Mandatum Life Insurance Company
Finland
$5.16M +$210K 2 0.95% Increased
2585
AWM
Apex Wealth Management
New Hampshire
$5.15M -$62K 1 3.14% Reduced
2586
MIM
MTM Investment Management
South Carolina
$5.13M +$39.9K 7 1.46% Increased
2587
CWP
CFM Wealth Partners
Texas
$5.13M +$36.2K 2 0.66% Increased
2588
OWP
ORG Wealth Partners
Texas
$5.12M +$1.08M 7 0.77% Increased
2589
GCIA
Gabelli & Co Investment Advisers
New York
$5.12M +$3.45M 3 0.74% Increased
2590
WCM
Washburn Capital Management
Florida
$5.12M -$705K 2 2.52% Reduced
2591
CGA
Crescent Grove Advisors
Illinois
$5.11M -$133K 3 0.43% Reduced
2592
OF
Optimize Financial
California
$5.11M -$15.9K 6 1.83% Reduced
2593
HT
Headlands Technologies
Illinois
$5.1M -$32.7M 7 0.54% Reduced
2594
VAMG
Voisard Asset Management Group
Michigan
$5.1M +$3.22M 3 0.96% Increased
2595
DOA
D'Orazio & Associates
Virginia
$5.1M +$32.2K 5 0.59% Increased
2596
DSA
Droms Strauss Advisors
Missouri
$5.09M -$4.38K 1 1.16% Reduced
2597
BZWA
Blue Zone Wealth Advisors
California
$5.09M +$337K 1 0.89% Increased
2598
VC
VarCov Co
Connecticut
$5.08M +$2.86M 9 1.93% Increased
2599
WFAG
Worth Financial Advisory Group
North Carolina
$5.08M +$4.74M 4 2.12% New
2600
BCP
BSN Capital Partners
United Kingdom
$5.07M -$33.6M 1 0.23% Reduced