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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
Equitable Holdings
Equitable Holdings
New York
$25.5M +$5.83M 2 0.37% Increased
602
TC
TownSquare Capital
Utah
$25.4M +$6.69M 5 0.46% Increased
603
H
HoyleCohen
California
$25.2M +$164K 2 2.33% Increased
604
CM
Crestline Management
Texas
$25.2M -$4.62M 2 2.93% Reduced
605
WHGC
Wealth High Governance Capital
Brazil
$25M +$25.7M 1 8.7% New
606
JCM
Jag Capital Management
Missouri
$25M -$6.1M 3 3.02% Reduced
607
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$24.8M -$3.6M 3 0.16% Reduced
608
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$24.7M +$24.5M 4 0.65% Increased
609
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$24.6M -$745K 4 0.35% Reduced
610
Chilton Investment Company
Chilton Investment Company
Connecticut
$24.6M +$14.4M 1 0.78% Increased
611
WMC
Westwood Management Corporation
Illinois
$24.5M +$1.08M 2 3.52% Increased
612
Country Trust Bank
Country Trust Bank
Illinois
$24.4M +$6.55M 3 0.71% Increased
613
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$24.3M -$6.34M 3 0.26% Reduced
614
PHM
Prospect Hill Management
New Jersey
$24.3M +$77.1K 1 16.06% Increased
615
Busey Bank
Busey Bank
Illinois
$24.3M -$530K 4 1.04% Reduced
616
VVP
Vulcan Value Partners
Alabama
$24.1M -$136K 1 0.37% Reduced
617
PAIM
Punch & Associates Investment Management
Minnesota
$24.1M +$218K 1 1.54% Increased
618
NA
Navellier & Associates
Nevada
$24M +$389K 6 4.1% Increased
619
BC
BIT Capital
Germany
$23.9M +$2.4M 2 2.79% Increased
620
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$23.8M -$333K 6 0.42% Reduced
621
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$23.6M +$3.19M 7 0.5% Increased
622
FDCC
Foster Dykema Cabot & Co
Massachusetts
$23.5M -$56.5K 5 2.84% Reduced
623
EIM
Essex Investment Management
Massachusetts
$23.4M +$5.49M 7 3.82% Increased
624
EP
Edgestream Partners
New Jersey
$23.4M -$6.83M 6 1.86% Reduced
625
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$23.3M +$4.25M 3 0.62% Increased