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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
601
Douglas Lane & Associates
Douglas Lane & Associates
New York
$5.51M -$1.1M 2 0.13% Reduced
602
UONDDL
University of Notre Dame du Lac
Indiana
$5.44M +$829K 1 1.52% Increased
603
Moore Capital Management
Moore Capital Management
New York
$5.44M -$3.46M 1 0.11% Reduced
604
HR
Howe & Rusling
New York
$5.4M +$26.1K 6 1% Increased
605
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$5.37M -$2.66M 6 0.29% Reduced
606
Pacer Advisors
Pacer Advisors
Pennsylvania
$5.34M -$1.23M 4 0.47% Reduced
607
CLCM
Crawford Lake Capital Management
New Jersey
$5.32M +$5.4M 1 1.91% New
608
PFU
Parus Finance (UK)
United Kingdom
$5.31M $0 1 0.93% Maintained
609
PP
Paloma Partners
Connecticut
$5.3M -$3.13M 8 0.07% Reduced
610
NCM
Nelson Capital Management
California
$5.26M +$15.1K 2 1.73% Increased
611
SC
Spitfire Capital
California
$5.22M $0 1 2.18% Maintained
612
SEC
Seven Eight Capital
New York
$5.22M +$3.04M 2 0.64% Increased
613
AMG National Trust Bank
AMG National Trust Bank
Colorado
$5.19M +$186K 2 0.36% Increased
614
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.12M +$324K 5 0.08% Increased
615
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$5.1M +$2.51M 2 0.16% Increased
616
CCB
Cutter & Co Brokerage
Missouri
$5.09M -$104K 1 2.02% Reduced
617
BCM
Bayesian Capital Management
New York
$5.08M +$3.98M 3 1.21% Increased
618
DCM
Divisar Capital Management
California
$5.07M -$2.45M 1 2.04% Reduced
619
GIM
Goelzer Investment Management
Indiana
$5.06M +$93.9K 1 0.6% Increased
620
NA
Navellier & Associates
Nevada
$5.04M -$5.05M 2 0.98% Reduced
621
TIM
Thompson Investment Management
Wisconsin
$4.99M +$197K 1 0.93% Increased
622
Intact Investment Management
Intact Investment Management
Quebec, Canada
$4.96M +$196K 2 0.22% Increased
623
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$4.94M +$1.02M 3 0.3% Increased
624
EFIC
Eliot Finkel Investment Counsel
California
$4.92M -$113K 1 3.51% Reduced
625
WhitTier Trust Company
WhitTier Trust Company
Nevada
$4.9M -$469K 4 0.46% Reduced