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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
SFWA
Summit Financial Wealth Advisors
Louisiana
$3.96M +$1.14M 1 1.44% Increased
677
MML Investors Services
MML Investors Services
Massachusetts
$3.93M +$13.1K 3 0.08% Increased
678
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.93M -$11.3M 2 0.01% Reduced
679
FNT
First Nebraska Trust
Nebraska
$3.89M $0 1 0.85% Maintained
680
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$3.86M +$890K 2 0.16% Increased
681
AAM
Azzad Asset Management
Virginia
$3.86M +$569K 4 1.29% Increased
682
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$3.85M +$1.48M 4 0.11% Increased
683
BCM
Blockhouse Capital Management
New York
$3.85M +$3.91M 1 1.04% New
684
RHJA
Rice Hall James & Associates
California
$3.85M +$1.51M 2 0.17% Increased
685
Advent Capital Management
Advent Capital Management
New York
$3.84M -$2.26M 1 0.07% Reduced
686
CWM
Cabot Wealth Management
Massachusetts
$3.83M -$83.1K 1 0.86% Reduced
687
MFWM
Motley Fool Wealth Management
Virginia
$3.81M +$99.2K 1 0.32% Increased
688
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$3.79M +$129K 1 0.58% Increased
689
FC
FCA Corp
Texas
$3.79M +$56.6K 1 1.57% Increased
690
TAA
TB Alternative Assets
Cayman Islands
$3.79M +$1.49M 1 1.36% Increased
691
TC
Telemus Capital
Michigan
$3.78M -$387K 2 0.43% Reduced
692
SCM
Stevens Capital Management
Pennsylvania
$3.76M -$1.57M 2 0.14% Reduced
693
JGC
J. Goldman & Co
New York
$3.75M +$3.81M 1 0.19% New
694
ACPU
Arrowgrass Capital Partners (US)
Delaware
$3.75M +$162K 1 0.03% Increased
695
Martingale Asset Management
Martingale Asset Management
Massachusetts
$3.73M -$3.09M 4 0.05% Reduced
696
PIM
Profit Investment Management
Maryland
$3.72M $0 2 3.24% Maintained
697
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$3.71M $0 2 0.18% Maintained
698
CCM
Coe Capital Management
Illinois
$3.66M +$9.88K 2 3.81% Increased
699
PWLP
Prio Wealth Limited Partnership
Massachusetts
$3.65M -$86.5K 2 0.18% Reduced
700
EIM
Essex Investment Management
Massachusetts
$3.63M -$522K 4 0.49% Reduced