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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
651
FNT
First Nebraska Trust
Nebraska
$5.1M -$132K 2 1.12% Reduced
652
Boothbay Fund Management
Boothbay Fund Management
New York
$5.09M +$4.39M 1 0.42% Increased
653
Busey Bank
Busey Bank
Illinois
$5.08M +$86K 3 0.41% Increased
654
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$4.97M -$197K 1 0.12% Reduced
655
Skylands Capital
Skylands Capital
Wisconsin
$4.96M -$1.88M 2 1.1% Reduced
656
EFIC
Eliot Finkel Investment Counsel
California
$4.95M -$88.9K 1 5.4% Reduced
657
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$4.94M -$3M 9 0.16% Reduced
658
Novare Capital Management
Novare Capital Management
North Carolina
$4.93M +$271K 1 0.87% Increased
659
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$4.9M +$217K 2 0.58% Increased
660
TIAA FSB
TIAA FSB
Florida
$4.89M -$3.32M 2 0.03% Reduced
661
Essex Investment Management
Essex Investment Management
Massachusetts
$4.88M -$3.11M 5 0.99% Reduced
662
RA
Ramius Advisors
New York
$4.82M +$8.16M 1 1.22% Increased
663
Ossiam
Ossiam
France
$4.79M +$4.55M 4 0.33% Increased
664
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$4.79M +$1.01M 2 0.45% Increased
665
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$4.76M +$7.5M 2 0.49% New
666
BCM
Beddow Capital Management
Wyoming
$4.76M -$441K 2 4.38% Reduced
667
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$4.76M -$11K 1 0.83% Reduced
668
Scotia Capital
Scotia Capital
Ontario, Canada
$4.73M +$313K 6 0.07% Increased
669
CCA
Castle Creek Arbitrage
Colorado
$4.68M +$4.68M 1 0.75% New
670
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$4.67M +$766K 2 0.21% Increased
671
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$4.66M +$4.78M 2 0.6% Increased
672
BCM
Bayesian Capital Management
New York
$4.64M +$4.64M 6 1% Increased
673
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$4.63M +$5.45M 1 2.13% New
674
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$4.61M +$1.06M 5 0.07% Increased
675
M
MOTCO
Texas
$4.59M -$91.6K 5 0.46% Reduced