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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
276
PTC
Philadelphia Trust Company
Pennsylvania
$24.4M +$2.9M 2 2% Increased
277
WP
WMS Partners
Maryland
$24.3M +$20.9K 4 2.89% Increased
278
BA
Boston Advisors
Massachusetts
$24.2M -$11.3M 2 0.55% Reduced
279
MAA
Matrix Asset Advisors
New York
$24.2M +$167K 1 3.98% Increased
280
FMW
Farr Miller & Washington
District of Columbia
$24.1M +$63.1K 1 2.29% Increased
281
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$24M -$10.9M 6 0.61% Reduced
282
ProShare Advisors
ProShare Advisors
Maryland
$24M +$2.76M 7 0.22% Increased
283
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$23.9M -$66.4M 6 0.06% Reduced
284
QI
QV Investors
Alberta, Canada
$23.8M -$1.91M 1 0.51% Reduced
285
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$23.7M -$3.89M 6 0.19% Reduced
286
LPL Financial
LPL Financial
California
$23.5M +$838K 7 0.08% Increased
287
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23.4M +$2.4M 8 0.14% Increased
288
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$23.3M +$944K 2 1.53% Increased
289
IECM
Intrinsic Edge Capital Management
Illinois
$23.3M +$12.8M 3 4.59% Increased
290
SGAM
Smith Group Asset Management
Texas
$23.2M -$2.61M 3 0.78% Reduced
291
Personal Capital Advisors
Personal Capital Advisors
California
$23.2M +$2.27M 1 0.45% Increased
292
AIM
Avity Investment Management
Connecticut
$23.1M -$908K 1 3.08% Reduced
293
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$23.1M +$3.26M 9 0.26% Increased
294
CMG
Cavalry Management Group
California
$23.1M +$16.4M 1 5.83% Increased
295
SAM
Sentinel Asset Management
Vermont
$22.7M +$10.1M 2 0.54% Increased
296
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$22.7M -$21.8M 1 0.51% Reduced
297
Creative Planning
Creative Planning
Kansas
$22.6M +$1.73M 4 0.1% Increased
298
Emerald Advisers
Emerald Advisers
Pennsylvania
$22.5M -$1.92M 2 0.92% Reduced
299
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$22.3M +$12.2M 3 0.27% Increased
300
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$22.2M +$3.2M 6 0.1% Increased