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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
501
ICOA
Investment Centers of America
North Dakota
$6.92M +$396K 3 1.02% Increased
502
Foresters Investment Management
Foresters Investment Management
New York
$6.76M +$828K 2 0.13% Increased
503
MFWM
Motley Fool Wealth Management
Virginia
$6.75M +$4.27M 2 1.4% Increased
504
STI
Susquehanna Trust & Investment
Pennsylvania
$6.75M -$20.4K 1 1.43% Reduced
505
MC
Moors & Cabot
Massachusetts
$6.69M +$876K 3 1.12% Increased
506
MSA
Mason Street Advisors
Wisconsin
$6.68M -$8.52M 6 0.2% Reduced
507
HP
Harvey Partners
New York
$6.66M -$2.56M 2 2.65% Reduced
508
DC
Deere & Company
Illinois
$6.64M -$529K 5 0.35% Reduced
509
BIA
Barry Investment Advisors
Massachusetts
$6.63M +$236K 1 2.03% Increased
510
AA
Apriem Advisors
California
$6.62M -$179K 3 2.29% Reduced
511
TI
Trigran Investments
Illinois
$6.59M +$3.85M 1 2.01% Increased
512
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.57M -$560K 1 0.66% Reduced
513
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$6.51M +$162K 1 0.8% Increased
514
RPA
Rock Point Advisors
Vermont
$6.46M +$187K 2 3.23% Increased
515
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$6.43M -$1M 1 0.05% Reduced
516
National Pension Service
National Pension Service
South Korea
$6.43M +$916K 1 0.09% Increased
517
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.42M +$97.1K 1 0.97% Increased
518
Engineers Gate Manager
Engineers Gate Manager
New York
$6.4M +$5.49M 7 0.85% Increased
519
KAM
Keeley Asset Management
Illinois
$6.39M -$2.4M 2 0.13% Reduced
520
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$6.33M -$975K 8 0.21% Reduced
521
LCP
LGT Capital Partners
Switzerland
$6.23M +$278K 1 1.61% Increased
522
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$6.22M +$34.9K 3 0.08% Increased
523
Central Trust Company
Central Trust Company
Missouri
$6.19M +$2.33M 5 0.5% Increased
524
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.19M -$1.28M 6 0.17% Reduced
525
BWAM
Boyd Watterson Asset Management
Ohio
$6.12M +$231K 2 2.46% Increased