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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
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$25.3M +$21.4M 1 1.22% Increased
602
EWM
Endurance Wealth Management
Rhode Island
$25.3M -$133K 6 3.45% Reduced
603
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$25.2M +$1.59M 5 0.43% Increased
604
Woodline Partners
Woodline Partners
California
$25.2M +$7.81M 2 0.3% Increased
605
Advisors Capital Management
Advisors Capital Management
New Jersey
$25.2M -$1.71M 2 0.6% Reduced
606
MAM
Mark Asset Management
New York
$25.2M +$3.57M 1 4.07% Increased
607
PAIM
Punch & Associates Investment Management
Minnesota
$25.1M +$3.39M 1 1.53% Increased
608
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$25M +$12.4M 4 0.49% Increased
609
Sigma Planning Corp
Sigma Planning Corp
Michigan
$25M +$826K 6 0.9% Increased
610
EA Series Trust
EA Series Trust
Pennsylvania
$25M +$20.8M 8 0.88% New
611
Empowered Funds
Empowered Funds
Pennsylvania
$25M +$10.8M 8 0.88% Increased
612
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$24.9M +$2.61M 6 0.56% Increased
613
NEI
Northwest & Ethical Investments
Ontario, Canada
$24.9M -$5.64M 2 0.8% Reduced
614
AF
Alerus Financial
North Dakota
$24.8M +$2.28M 3 2.1% Increased
615
FDCC
Foster Dykema Cabot & Co
Massachusetts
$24.7M +$59.4K 5 2.91% Increased
616
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$24.6M +$99K 4 0.54% Increased
617
NA
Navellier & Associates
Nevada
$24.5M +$9.13M 5 4.77% Increased
618
CWA
Canvas Wealth Advisors
Kansas
$24.5M +$3.35M 2 9.09% Increased
619
VWM
Valley Wealth Managers
New Jersey
$24.5M -$1.33M 2 2.2% Reduced
620
Busey Bank
Busey Bank
Illinois
$24.4M +$1.4M 4 0.99% Increased
621
Independent Financial Group
Independent Financial Group
California
$24.3M -$196K 3 1.68% Reduced
622
LCG
Lisanti Capital Growth
New York
$24.3M +$3.47M 5 3.37% Increased
623
WesBanco Bank
WesBanco Bank
West Virginia
$24.2M -$965K 3 1.02% Reduced
624
BCH
Berkshire Capital Holdings
California
$24.2M -$3.39M 1 9.96% Reduced
625
Pzena Investment Management
Pzena Investment Management
New York
$23.8M -$34.1M 1 0.1% Reduced