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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
451
Brown Advisory
Brown Advisory
Maryland
$6.54M -$1.48M 5 0.02% Reduced
452
EWM
Endurance Wealth Management
Rhode Island
$6.53M -$243K 4 1.15% Reduced
453
HFS
Haverford Financial Services
Pennsylvania
$6.46M +$981K 1 2.98% Increased
454
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$6.46M +$659K 3 0.08% Increased
455
WC
Walthausen & Co
New York
$6.41M -$2.92M 1 0.56% Reduced
456
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$6.36M -$63.9K 3 0.2% Reduced
457
HW
Hedeker Wealth
Illinois
$6.34M +$2.31M 2 5.52% Increased
458
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$6.33M +$5.06M 2 0.16% Increased
459
AC
AFAM Capital
Texas
$6.31M -$129K 1 0.96% Reduced
460
HBK Investments
HBK Investments
Texas
$6.25M -$2.19M 3 0.06% Reduced
461
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.22M +$673K 4 0.63% Increased
462
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$6.17M -$2.62M 12 0.06% Reduced
463
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.14M +$4.57M 4 0.03% Increased
464
Winton Group
Winton Group
United Kingdom
$6.12M +$7.04M 1 0.05% New
465
LNB
Ledyard National Bank
$6.11M -$560K 4 1.18% Reduced
466
WBC
Westpac Banking Corp
Australia
$6.08M -$848K 3 0.07% Reduced
467
Squarepoint
Squarepoint
New York
$5.99M +$5.5M 2 1.5% Increased
468
CEP
Chicago Equity Partners
Illinois
$5.95M +$6.21M 1 0.17% Increased
469
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$5.94M +$28.5K 5 0.15% Increased
470
Point72 Asset Management
Point72 Asset Management
Connecticut
$5.92M -$93.9M 1 0.05% Reduced
471
BCMNY
Buckingham Capital Management (New York)
New York
$5.91M +$37.3K 1 0.53% Increased
472
GCP
GSA Capital Partners
United Kingdom
$5.89M -$2.93M 7 0.29% Reduced
473
MC
Moors & Cabot
Massachusetts
$5.87M +$91K 4 1.09% Increased
474
CL
Croft-Leominster
Maryland
$5.84M -$927K 2 1.35% Reduced
475
NEI
Northwest & Ethical Investments
Ontario, Canada
$5.84M -$3.98M 1 0.45% Reduced