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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
Curi RMB Capital
Curi RMB Capital
Illinois
$7.51M +$298K 5 0.21% Increased
602
BRA
Biechele Royce Advisors
Indiana
$7.46M +$95.1K 1 4.49% Increased
603
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$7.46M $0 7 0.31% Maintained
604
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.46M -$24K 9 0.13% Reduced
605
PAMI
Perseverance Asset Management International
Cayman Islands
$7.44M +$49.7M 1 4.75% New
606
MCM
McRae Capital Management
New Jersey
$7.43M -$118K 2 2.74% Reduced
607
AMG National Trust Bank
AMG National Trust Bank
Colorado
$7.41M -$2.08M 3 0.42% Reduced
608
OAM
Origin Asset Management
United Kingdom
$7.38M +$4.06M 1 0.61% Increased
609
AF
Advisornet Financial
Minnesota
$7.33M -$715K 8 0.62% Reduced
610
VWA
Visionary Wealth Advisors
Illinois
$7.32M +$7.34M 1 1.31% New
611
USAA
United Services Automobile Association
Texas
$7.26M -$1.49M 1 0.08% Reduced
612
WesBanco Bank
WesBanco Bank
West Virginia
$7.25M +$150K 3 0.33% Increased
613
BCM
Beddow Capital Management
Wyoming
$7.24M -$199K 2 4.5% Reduced
614
Busey Bank
Busey Bank
Illinois
$7.24M +$21.6K 3 0.48% Increased
615
DF
Donoghue Forlines
Massachusetts
$7.24M +$1.66M 2 1.12% Increased
616
CG
Cutler Group
California
$7.2M +$5.16M 8 0.44% Increased
617
EIM
Essex Investment Management
Massachusetts
$7.16M +$1.69M 5 0.88% Increased
618
Erste Asset Management
Erste Asset Management
Austria
$7.13M +$1.69M 6 0.32% Increased
619
CC
Cannell & Co
New York
$7.05M $0 1 0.25% Maintained
620
MCM
Marathon Capital Management
Maryland
$7.03M +$176K 3 2.39% Increased
621
MML Investors Services
MML Investors Services
Massachusetts
$7.02M +$144K 4 0.1% Increased
622
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.94M $0 12 0.06% Maintained
623
RIM
Redpoint Investment Management
Australia
$6.9M +$67.1K 2 0.34% Increased
624
UAM
UAS Asset Management
New York
$6.79M +$4.12M 1 2.51% Increased
625
MAM
Meeder Asset Management
Ohio
$6.77M +$728K 14 0.41% Increased