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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
Personal Capital Advisors
Personal Capital Advisors
California
$21M +$6.92M 1 0.13% Increased
502
BRWA
B. Riley Wealth Advisors
Florida
$21M +$1.06M 4 1.12% Increased
503
DP
DSAM Partners
United Kingdom
$20.9M +$12.9M 1 2.45% New
504
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$20.9M +$5.09M 9 0.3% Increased
505
CL
CSS LLC
Illinois
$20.9M -$23.6M 2 0.8% Reduced
506
HRT Financial
HRT Financial
New York
$20.9M -$93M 10 0.42% Reduced
507
CA
Cornerstone Advisors
North Carolina
$20.8M +$15.4M 2 1.83% New
508
DCM
Dupont Capital Management
Delaware
$20.8M +$8.76M 5 0.44% Increased
509
TCM
Tributary Capital Management
Nebraska
$20.8M -$1.16M 3 1.49% Reduced
510
BOK Financial
BOK Financial
Oklahoma
$20.7M +$3.41M 4 0.39% Increased
511
FA
Friess Associates
Delaware
$20.6M +$15.5M 1 1.52% New
512
SCM
SIR Capital Management
New York
$20.5M +$13.3M 3 4.01% Increased
513
Braun Stacey Associates
Braun Stacey Associates
New York
$20.5M +$7.38M 1 0.92% Increased
514
KMC
Kirr Marbach & Co
Indiana
$20.4M -$649K 2 6.39% Reduced
515
Jefferies Group
Jefferies Group
New York
$20.4M -$34.3M 7 0.16% Reduced
516
Cetera Advisor Networks
Cetera Advisor Networks
California
$20.3M +$1.79M 5 0.47% Increased
517
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$20.3M +$6.94M 1 0.48% Increased
518
DP
DDD Partners
Washington
$20.3M +$997K 1 4.01% Increased
519
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$20.3M -$774K 4 0.6% Reduced
520
GGI
Godsey & Gibb Inc
Virginia
$20.2M -$397K 2 2.72% Reduced
521
Weiss Asset Management
Weiss Asset Management
Massachusetts
$20.2M +$11.2M 1 0.89% Increased
522
Burney Company
Burney Company
Virginia
$20.1M -$628K 5 1.11% Reduced
523
NIM
Northeast Investment Management
Massachusetts
$20.1M +$1.86M 2 1.22% Increased
524
Eastern Bank
Eastern Bank
Massachusetts
$20M +$60.5K 1 1.12% Increased
525
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$20M +$4.68M 5 0.17% Increased