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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
Two Sigma Securities
Two Sigma Securities
New York
$37.1M +$11.2M 12 0.63% Increased
652
Segment Wealth Management
Segment Wealth Management
Texas
$37M +$11.4M 3 2.54% Increased
653
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$36.9M -$284K 5 1.52% Reduced
654
VHMC
Value Holdings Management Company
New York
$36.4M $0 2 6.36% Maintained
655
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$36.2M +$60.1K 4 6.95% Increased
656
Gradient Investments
Gradient Investments
Minnesota
$35.9M +$16.2M 3 0.75% Increased
657
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$35.6M +$5.01M 3 0.27% Increased
658
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$35.5M +$177K 15 1.1% Increased
659
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$35.5M +$1.26M 11 0.43% Increased
660
Renaissance Group
Renaissance Group
Kentucky
$35.4M +$64K 1 1.46% Increased
661
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$35.4M +$3.24M 8 0.98% Increased
662
Mission Wealth Management
Mission Wealth Management
California
$35.4M -$1.41M 4 0.86% Reduced
663
BCP
Bayberry Capital Partners
New York
$35.2M -$23.7M 3 11.86% Reduced
664
Boothbay Fund Management
Boothbay Fund Management
New York
$34.8M -$14.6M 12 0.79% Reduced
665
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
$34.7M -$5.56M 1 3% Reduced
666
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$34.5M +$10.3M 2 2.86% Increased
667
Harbor Capital Advisors
Harbor Capital Advisors
Illinois
$34.2M +$15.5M 15 1.49% Increased
668
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$34.1M +$438K 1 1.88% Increased
669
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$33.9M -$2.4M 5 0.75% Reduced
670
SCM
Silvant Capital Management
Georgia
$33.8M +$6.96M 4 1.48% Increased
671
SignatureFD
SignatureFD
Georgia
$33.6M -$196K 21 0.64% Reduced
672
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$33.2M +$1.08M 1 1.96% Increased
673
SCM
Stevens Capital Management
Pennsylvania
$33.1M +$22.8M 3 4.71% Increased
674
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$32.9M -$65.3K 8 0.77% Reduced
675
Country Trust Bank
Country Trust Bank
Illinois
$32.8M -$5.92M 4 0.8% Reduced