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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
First Horizon Advisors
First Horizon Advisors
Tennessee
$6.66M +$442K 8 0.52% Increased
652
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$6.64M +$257K 8 0.4% Increased
653
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$6.62M -$504K 3 0.21% Reduced
654
KIG
Kessler Investment Group
Indiana
$6.59M +$494K 1 8.02% Increased
655
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$6.55M +$5.37M 2 0.21% New
656
Quadrature Capital
Quadrature Capital
United Kingdom
$6.54M +$4.08M 3 0.74% Increased
657
Edge Capital Group
Edge Capital Group
Georgia
$6.53M -$2.79M 2 0.68% Reduced
658
TA
Teton Advisors
New York
$6.5M -$93K 4 1.04% Reduced
659
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$6.49M +$1.31M 2 2.17% Increased
660
MCM
McRae Capital Management
New Jersey
$6.46M -$388K 2 2.42% Reduced
661
Mangrove Partners
Mangrove Partners
Connecticut
$6.43M +$5.85M 1 1.57% New
662
Apriem Advisors
Apriem Advisors
California
$6.34M -$992K 2 1.3% Reduced
663
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$6.31M +$160K 2 2.43% Increased
664
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$6.29M -$33.5K 6 1.03% Reduced
665
Simplicity Solutions
Simplicity Solutions
Minnesota
$6.23M +$419K 4 0.12% Increased
666
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$6.18M -$104K 2 0.48% Reduced
667
IndexIQ Advisors
IndexIQ Advisors
New York
$6.18M +$228K 10 0.28% Increased
668
Hudson Edge Investment Partners
Hudson Edge Investment Partners
New Jersey
$6.14M -$111K 2 1.98% Reduced
669
MCM
Marathon Capital Management
Maryland
$6.06M -$132K 3 2.33% Reduced
670
WTFG
Wells Trecaso Financial Group
Ohio
$6.05M +$92.4K 2 4.17% Increased
671
Allstate Corporation
Allstate Corporation
Illinois
$6.04M +$255K 3 0.21% Increased
672
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$6.03M -$5.52M 5 0.16% Reduced
673
Bartlett & Co
Bartlett & Co
Ohio
$6.02M -$5.52M 5 0.16% Reduced
674
BOK Financial
BOK Financial
Oklahoma
$6.02M +$488K 3 0.14% Increased
675
Mission Wealth Management
Mission Wealth Management
California
$6.01M -$184K 1 0.52% Reduced