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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
Mark Asset Management
Mark Asset Management
New York
$21.4M -$2.69M 1 3.88% Reduced
652
NEOS Investment Management
NEOS Investment Management
Connecticut
$21.3M +$21.9M 4 2.73% New
653
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$21.3M -$47.1M 5 0.07% Reduced
654
Richard Bernstein Advisors
Richard Bernstein Advisors
New York
$21.3M +$825K 2 0.48% Increased
655
Diameter Capital Partners
Diameter Capital Partners
New York
$21.3M +$2.88M 1 4.67% Increased
656
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$21.2M -$1.91M 2 1.77% Reduced
657
Jefferies Financial Group
Jefferies Financial Group
New York
$21.2M +$4.41M 6 0.19% Increased
658
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$21.2M -$2.22M 3 0.41% Reduced
659
Brookstone Capital Management
Brookstone Capital Management
Illinois
$21.2M +$3.88M 3 0.47% Increased
660
Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel
California
$21.2M +$1.65M 1 2.07% Increased
661
Boothbay Fund Management
Boothbay Fund Management
New York
$21.1M -$2.57M 13 0.5% Reduced
662
Cannell & Co
Cannell & Co
New York
$21.1M -$194K 2 0.72% Reduced
663
Canvas Wealth Advisors
Canvas Wealth Advisors
Kansas
$21M +$259K 2 8.64% Increased
664
L & S Advisors
L & S Advisors
California
$21M -$2.41M 4 3.02% Reduced
665
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$21M -$3.92M 3 0.43% Reduced
666
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$20.9M +$5.3M 1 1.47% Increased
667
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$20.9M +$100K 5 1.05% Increased
668
ACM
Ariose Capital Management
Hong Kong
$20.7M +$21.2M 1 11.71% New
669
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$20.6M -$381K 8 0.76% Reduced
670
Dakota Wealth Management
Dakota Wealth Management
Florida
$20.5M +$1.21M 5 0.9% Increased
671
Spire Wealth Management
Spire Wealth Management
Virginia
$20.5M -$5.16M 11 0.78% Reduced
672
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$20.4M +$193K 5 1.16% Increased
673
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$20.4M -$6.26M 2 0.53% Reduced
674
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$20.4M +$1.78M 1 1.64% Increased
675
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$20.3M +$3.5M 4 0.46% Increased