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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
526
Meyer Handelman Company
Meyer Handelman Company
New York
$33M +$250K 4 1.33% Increased
527
SPWM
Straight Path Wealth Management
Michigan
$33M +$11K 1 22.34% Increased
528
Stephens Inc
Stephens Inc
Arkansas
$32.9M +$531K 7 0.63% Increased
529
LFDLE
La Financiere de L'Echiquier
France
$32.7M -$913K 1 1.69% Reduced
530
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$32.7M +$1.72M 8 0.5% Increased
531
VWA
Visionary Wealth Advisors
Illinois
$32.7M -$291K 4 2.65% Reduced
532
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$32.5M +$2.87M 4 1.72% Increased
533
WM
WS Management
Florida
$32.5M +$33.4M 1 2.62% New
534
CIA
CCM Investment Advisers
South Carolina
$32.4M -$889K 2 4.47% Reduced
535
Barings
Barings
North Carolina
$32.2M +$11.7M 3 1.1% Increased
536
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$31.8M -$1,000K 6 0.72% Reduced
537
AHC
Adell Harriman & Carpenter
Texas
$31.6M +$310K 3 3.28% Increased
538
WHCM
Wolf Hill Capital Management
Connecticut
$31.4M +$32M 1 2.62% New
539
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$31.4M +$86K 1 0.52% Increased
540
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$31.2M +$69.2K 3 1.21% Increased
541
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$31.1M +$341K 4 1.4% Increased
542
Aquatic Capital Management
Aquatic Capital Management
Illinois
$31M +$32M 16 1.29% Increased
543
BRWA
B. Riley Wealth Advisors
Florida
$31M -$7.26M 7 0.84% Reduced
544
SGCIA
Smith Graham & Co Investment Advisors
Texas
$30.8M +$357K 4 3.83% Increased
545
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$30.8M +$6.71M 7 0.66% Increased
546
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$30.8M +$532K 7 0.83% Increased
547
Advisors Capital Management
Advisors Capital Management
New Jersey
$30.5M +$4.22M 2 0.77% Increased
548
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$30.4M +$13.4M 2 1.19% Increased
549
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$30.4M +$11.7M 7 0.38% Increased
550
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$30.1M +$2.54M 3 1.42% Increased