← All themes

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
376
Tidal Investments
Tidal Investments
Wisconsin
$68.5M +$635K 17 1.13% Increased
377
NewEdge Advisors
NewEdge Advisors
Louisiana
$68.4M +$1.26M 22 0.6% Increased
378
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$68.4M +$19M 25 0.33% Increased
379
Kodai Capital Management
Kodai Capital Management
Illinois
$67.7M -$37.9M 2 1.58% Reduced
380
R.M. Davis Inc
R.M. Davis Inc
Maine
$66.6M +$43.1K 4 1.4% Increased
381
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$66.5M +$2.35M 6 2.07% Increased
382
Zacks Investment Management
Zacks Investment Management
Illinois
$66.5M +$7.79M 7 0.71% Increased
383
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$66.3M -$15.2M 21 0.73% Reduced
384
GAMCO Investors
GAMCO Investors
Connecticut
$65.8M -$2.59M 7 0.67% Reduced
385
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$65.8M -$11.6M 18 0.07% Reduced
386
LSV Asset Management
LSV Asset Management
Illinois
$64.8M -$3.41M 4 0.13% Reduced
387
Vaughan David Investments
Vaughan David Investments
Illinois
$64.2M -$1.59M 1 1.6% Reduced
388
Congress Wealth Management
Congress Wealth Management
Massachusetts
$63.6M +$1.09M 4 1.1% Increased
389
Merewether Investment Management
Merewether Investment Management
Texas
$63.4M +$26.4M 2 3.38% Increased
390
Moran Wealth Management
Moran Wealth Management
Florida
$62.3M -$583K 5 2.02% Reduced
391
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$62.3M +$2.24M 9 0.56% Increased
392
Credit Agricole
Credit Agricole
France
$62M +$38M 7 0.67% Increased
393
Private Advisor Group
Private Advisor Group
New Jersey
$61.5M +$2.01M 9 0.44% Increased
394
IECM
Intrinsic Edge Capital Management
Illinois
$61.1M +$41.9M 3 4.78% Increased
395
AssetMark Inc
AssetMark Inc
California
$60.9M +$36.4M 14 0.2% Increased
396
Capital International Sarl
Capital International Sarl
California
$60.9M +$6.96M 3 2.02% Increased
397
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$60.8M +$2.92M 3 1.43% Increased
398
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$60.6M +$1.07M 4 1.53% Increased
399
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$60.4M +$3.49M 12 1.3% Increased
400
Banco Santander
Banco Santander
Spain
$60.3M +$20.4M 3 0.73% Increased