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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
CIC
Chase Investment Counsel
Virginia
$18.7M -$299K 4 7.5% Reduced
677
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$18.7M +$1.18M 3 0.73% Increased
678
Burney Company
Burney Company
Virginia
$18.7M +$380K 7 0.81% Increased
679
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$18.7M +$3.73M 1 1.41% Increased
680
Alerus Financial
Alerus Financial
North Dakota
$18.7M -$5.21M 2 1.52% Reduced
681
IndexIQ Advisors
IndexIQ Advisors
New York
$18.6M +$386K 9 0.62% Increased
682
WhitTier Trust Company
WhitTier Trust Company
Nevada
$18.4M +$535K 7 0.67% Increased
683
Rathbones Group
Rathbones Group
United Kingdom
$18.4M +$1.07M 2 0.18% Increased
684
Colony Group
Colony Group
Massachusetts
$18.2M -$842K 6 0.32% Reduced
685
Saba Capital Management
Saba Capital Management
New York
$18.2M -$2.74M 3 0.28% Reduced
686
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$18.2M +$166K 2 1.72% Increased
687
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$18.1M -$3.57M 4 0.55% Reduced
688
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$18.1M -$4M 8 0.64% Reduced
689
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$18.1M -$476K 2 0.35% Reduced
690
James Investment Research
James Investment Research
Ohio
$18M -$1.75M 5 1.65% Reduced
691
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$18M +$3.21M 3 1.35% Increased
692
NAM
NorthCrest Asset Manangement
Minnesota
$18M +$17.4M 5 0.99% New
693
Sit Investment Associates
Sit Investment Associates
Minnesota
$17.9M +$519K 4 0.42% Increased
694
SA
Strategic Advisors
New York
$17.9M +$11.3M 2 2.54% Increased
695
SAM
Soviero Asset Management
New York
$17.8M +$17.1M 1 4.11% New
696
VW
Vantage Wealth
California
$17.8M +$16.3M 1 3.93% New
697
Raymond James Trust
Raymond James Trust
Florida
$17.6M +$520K 7 0.52% Increased
698
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$17.5M +$151K 1 1.25% Increased
699
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$17.4M +$1.09M 5 0.64% Increased
700
Wedge Capital Management
Wedge Capital Management
North Carolina
$17.4M -$368K 3 0.22% Reduced