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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
676
NIT
NumerixS Investment Technologies
British Columbia, Canada
$2.59M -$1.97M 6 0.36% Reduced
677
Wolverine Asset Management
Wolverine Asset Management
Illinois
$2.58M +$1.85M 4 0.04% Increased
678
Nippon Life Insurance
Nippon Life Insurance
Japan
$2.57M -$251K 2 0.06% Reduced
679
WA
WealthTrust Axiom
Pennsylvania
$2.56M +$1.17M 2 0.99% Increased
680
BA
BKS Advisors
Michigan
$2.55M +$529K 2 1.31% Increased
681
VAM
Visionary Asset Management
Texas
$2.55M +$89.7K 1 0.9% Increased
682
CBOA
Commonwealth Bank of Australia
Australia
$2.54M +$76.7K 3 0.03% Increased
683
Stephens Inc
Stephens Inc
Arkansas
$2.54M -$691K 2 0.11% Reduced
684
ACM
Ativo Capital Management
Illinois
$2.53M -$817 1 0.62% Reduced
685
Essex Investment Management
Essex Investment Management
Massachusetts
$2.53M -$1.09M 2 0.42% Reduced
686
Smith Group Asset Management
Smith Group Asset Management
Texas
$2.52M +$2.51M 2 0.08% New
687
Alpha Omega Wealth Management
Alpha Omega Wealth Management
Virginia
$2.51M -$27.2K 1 2.12% Reduced
688
TCW Group
TCW Group
California
$2.5M +$67.9K 2 0.02% Increased
689
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.5M +$353K 8 0.04% Increased
690
Vident Investment Advisory
Vident Investment Advisory
Georgia
$2.47M -$2.39M 1 0.35% Reduced
691
Huntington National Bank
Huntington National Bank
Ohio
$2.47M -$316K 9 0.06% Reduced
692
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$2.45M +$30.8K 2 0.26% Increased
693
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$2.45M $0 1 0.07% Maintained
694
PIM
Profit Investment Management
Maryland
$2.44M $0 2 1.98% Maintained
695
Private Advisor Group
Private Advisor Group
New Jersey
$2.44M +$231K 3 0.1% Increased
696
GIA
Gargoyle Investment Advisor
New Jersey
$2.42M $0 1 0.9% Maintained
697
First American Trust
First American Trust
California
$2.42M -$61.8K 1 0.85% Reduced
698
North Star Investment Management
North Star Investment Management
Illinois
$2.42M +$45.4K 4 0.44% Increased
699
PCM
Piermont Capital Management
Missouri
$2.39M +$1.2M 2 0.62% Increased
700
HCA
Horan Capital Advisors
Ohio
$2.38M -$7.37K 1 1.94% Reduced