← 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
476
BRWA
B. Riley Wealth Advisors
Florida
$38.7M +$2.8M 5 1.27% Increased
477
SCM
Stonehill Capital Management
New York
$38.4M +$5.63M 1 17.81% Increased
478
Kennedy Capital Management
Kennedy Capital Management
Missouri
$38.1M -$2.08M 4 0.9% Reduced
479
Pinnacle Associates
Pinnacle Associates
New York
$38M +$191K 6 0.67% Increased
480
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$37.6M -$1.81M 2 2% Reduced
481
MA
Mezzasalma Advisors
New Jersey
$37.4M -$1.45M 1 23.33% Reduced
482
Eastern Bank
Eastern Bank
Massachusetts
$37.4M +$10.6M 2 1.73% Increased
483
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$37.3M -$2.55M 1 1.63% Reduced
484
H
HoyleCohen
California
$37.2M +$355K 2 3.19% Increased
485
GW&K Investment Management
GW&K Investment Management
Massachusetts
$36.8M +$181K 4 0.33% Increased
486
Ancora Advisors
Ancora Advisors
Ohio
$35.8M -$1.66M 6 0.87% Reduced
487
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$35.6M -$3.17M 4 1.19% Reduced
488
SFM
Stack Financial Management
Montana
$35.6M +$124K 1 2.86% Increased
489
CA
Cornerstone Advisors
North Carolina
$35.6M $0 1 2.1% Maintained
490
SAM
Scopus Asset Management
New York
$35.5M -$50.8M 4 0.88% Reduced
491
Cerity Partners
Cerity Partners
New York
$35.3M -$400K 2 0.55% Reduced
492
Mission Wealth Management
Mission Wealth Management
California
$35.3M -$1.46M 3 1.63% Reduced
493
MAI Capital Management
MAI Capital Management
Ohio
$35.1M +$705K 2 0.59% Increased
494
Synovus Financial
Synovus Financial
Georgia
$34.8M -$788K 6 0.37% Reduced
495
KA
Kintegral Advisory
New York
$34.7M +$679K 2 3.81% Increased
496
UBS O'Connor
UBS O'Connor
Illinois
$34.4M -$12.3M 6 0.38% Reduced
497
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$33.4M +$2.69M 4 1.95% Increased
498
PFM
Premier Fund Managers
United Kingdom
$33.4M +$32M 1 1.17% New
499
HRT Financial
HRT Financial
New York
$33.4M -$406M 13 0.24% Reduced
500
PHM
Prospect Hill Management
New Jersey
$33.3M +$332K 1 19.62% Increased