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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
576
WMC
Westwood Management Corporation
Illinois
$18.8M -$377K 1 2.53% Reduced
577
BRWA
B. Riley Wealth Advisors
Florida
$18.8M -$1.55M 7 0.53% Reduced
578
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$18.7M -$2.57M 9 0.3% Reduced
579
SI
Schusterman Interests
Oklahoma
$18.5M $0 1 38.43% Maintained
580
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$18.4M +$3.57M 4 0.8% Increased
581
Eisler Capital (UK)
Eisler Capital (UK)
United Kingdom
$18.4M +$19.9M 1 0.86% Increased
582
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$18.3M +$18.4K 4 1.9% Increased
583
Wealthfront Advisers
Wealthfront Advisers
California
$18.3M -$35.7M 5 0.09% Reduced
584
CCPM
Cooper Creek Partners Management
New York
$18.3M +$15.5M 1 1.51% Increased
585
LBP AM
LBP AM
France
$18.3M +$28.1M 1 0.52% New
586
EWM
Endurance Wealth Management
Rhode Island
$18.2M +$10.1K 6 2.75% Increased
587
BOK Financial
BOK Financial
Oklahoma
$18.2M -$3.39M 5 0.34% Reduced
588
SSA
South Street Advisors
New York
$18.2M -$151K 2 4.01% Reduced
589
FFL
Future Fund LLC
Illinois
$18.1M -$4.31M 2 61.97% Reduced
590
Atria Investments
Atria Investments
North Carolina
$18.1M -$1.04M 5 0.37% Reduced
591
CM
Crestline Management
Texas
$18.1M +$6.74M 2 2.65% Increased
592
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$18M -$1.05M 1 0.41% Reduced
593
BWP
Balboa Wealth Partners
Arizona
$18M +$222K 1 8.12% Increased
594
Scotia Capital
Scotia Capital
Ontario, Canada
$17.9M -$3.66M 7 0.14% Reduced
595
Vident Investment Advisory
Vident Investment Advisory
Georgia
$17.8M -$3.45M 9 0.67% Reduced
596
Avantax Advisory Services
Avantax Advisory Services
Texas
$17.8M +$3.38M 7 0.24% Increased
597
TCM
Tributary Capital Management
Nebraska
$17.6M -$594K 3 1.75% Reduced
598
FDCC
Foster Dykema Cabot & Co
Massachusetts
$17.4M +$4.95M 1 2.44% Increased
599
MTIM
Marathon Trading Investment Management
Pennsylvania
$17.3M +$21.5M 1 2.13% Increased
600
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$17.3M -$472K 1 0.9% Reduced