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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
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$30.8M +$388K 14 1.23% Increased
502
BWP
Balboa Wealth Partners
Arizona
$30.8M +$384K 2 11.62% Increased
503
HRT Financial
HRT Financial
New York
$30.7M -$61.3M 14 0.38% Reduced
504
Banco Santander
Banco Santander
Spain
$30.6M +$5.61M 1 0.45% Increased
505
SteelPeak Wealth
SteelPeak Wealth
California
$30.6M -$4.05M 3 2.07% Reduced
506
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$30.5M -$731K 9 0.32% Reduced
507
SCM
Silvant Capital Management
Georgia
$30.5M +$374K 3 1.98% Increased
508
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$30.1M -$2.42M 6 0.14% Reduced
509
M2MC
Matthew 25 Management Corp
Pennsylvania
$30.1M +$3.49M 1 11.73% Increased
510
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$29.9M +$732K 5 0.64% Increased
511
SGCIA
Smith Graham & Co Investment Advisors
Texas
$29.9M -$1.78M 4 3.63% Reduced
512
NRS
Neville Rodie & Shaw
New York
$29.7M -$1.75M 3 2.69% Reduced
513
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$29.5M +$3M 5 1.12% Increased
514
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$29.5M -$1.97M 5 1.79% Reduced
515
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$29.5M +$2.6M 4 1.16% Increased
516
VWA
Visionary Wealth Advisors
Illinois
$29.4M +$191K 4 2.5% Increased
517
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$29.2M +$6.21M 3 0.78% Increased
518
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.1M +$3.84M 24 0.2% Increased
519
WhitTier Trust Company
WhitTier Trust Company
Nevada
$29.1M +$4.18M 8 1.07% Increased
520
CTC
Chai Trust Company
Illinois
$29.1M $0 1 3.83% Maintained
521
Avantax Advisory Services
Avantax Advisory Services
Texas
$29.1M +$1.04M 7 0.36% Increased
522
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29M +$135K 14 0.32% Increased
523
Advisory Services Network
Advisory Services Network
Georgia
$29M +$1.16M 21 0.8% Increased
524
SCM
Stonehill Capital Management
New York
$28.9M $0 1 15% Maintained
525
Synovus Financial
Synovus Financial
Georgia
$28.9M -$4.45M 5 0.33% Reduced