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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
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$59.8M +$117K 5 1.39% Increased
652
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$59.7M -$694K 5 4.44% Reduced
653
Americana Partners
Americana Partners
Texas
$59.6M +$848K 3 1.79% Increased
654
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$59.4M -$3.6M 6 1.42% Reduced
655
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$59.3M +$12.8M 3 0.87% Increased
656
Summit Trail Advisors
Summit Trail Advisors
New York
$59.2M +$11.5M 10 0.82% Increased
657
Allianz
Allianz
Germany
$59.2M +$10.3M 5 1.26% Increased
658
Donaldson Capital Management
Donaldson Capital Management
Indiana
$59M +$55.8M 4 1.87% Increased
659
Braun Stacey Associates
Braun Stacey Associates
New York
$58.9M -$5.73M 3 1.93% Reduced
660
Boothbay Fund Management
Boothbay Fund Management
New York
$58.8M +$9.8M 15 0.86% Increased
661
Jump Financial
Jump Financial
Illinois
$58.6M -$27.3M 16 0.7% Reduced
662
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
$58.5M -$11.8M 1 2.42% Reduced
663
SCM
SIR Capital Management
New York
$58.1M +$6.19M 4 5.21% Increased
664
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$57.7M +$881K 4 3.11% Increased
665
First Eagle Investment Management
First Eagle Investment Management
New York
$57.1M -$1.29M 6 0.1% Reduced
666
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$57.1M +$1.6M 5 2.03% Increased
667
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$57.1M +$986K 6 0.97% Increased
668
Howard Capital Management
Howard Capital Management
Georgia
$57M +$2.84M 4 0.75% Increased
669
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$56.8M +$57.3K 7 2.65% Increased
670
Parallel Advisors
Parallel Advisors
California
$56.6M +$5.39M 25 1.04% Increased
671
Brighton Jones LLC
Brighton Jones LLC
Washington
$56.6M +$9.46M 8 1.36% Increased
672
TIA
Traphagen Investment Advisors
New Jersey
$56M -$141K 4 4.82% Reduced
673
Prospera Financial Services
Prospera Financial Services
Texas
$56M +$3.43M 9 0.95% Increased
674
Balboa Wealth Partners
Balboa Wealth Partners
Arizona
$56M -$55.8K 4 9.65% Reduced
675
Sierra Summit Advisors
Sierra Summit Advisors
Nevada
$55.9M +$1.43M 3 8.52% Increased