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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
SC
Slow Capital
California
$14.2M -$791K 1 3.45% Reduced
677
Veritable
Veritable
Delaware
$14.1M +$751K 6 0.25% Increased
678
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$14.1M -$437K 4 0.8% Reduced
679
Clearstead Advisors
Clearstead Advisors
Ohio
$14M +$2.26M 8 1.09% Increased
680
Raymond James Trust
Raymond James Trust
Florida
$13.9M +$344K 7 0.5% Increased
681
Wedge Capital Management
Wedge Capital Management
North Carolina
$13.9M -$316K 3 0.22% Reduced
682
Granahan Investment Management
Granahan Investment Management
Massachusetts
$13.9M +$7.88M 1 0.47% Increased
683
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$13.8M +$1.41M 2 0.41% Increased
684
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$13.8M +$488K 5 0.22% Increased
685
Pacer Advisors
Pacer Advisors
Pennsylvania
$13.8M -$51.5M 5 0.1% Reduced
686
Quantinno Capital Management
Quantinno Capital Management
New York
$13.7M +$6.72M 7 1.98% Increased
687
XS
XR Securities
Illinois
$13.6M +$16.6M 1 4.52% New
688
CRB
Chad R. Baker
$13.6M -$159K 1 3.78% Reduced
689
Optiver Holding
Optiver Holding
Netherlands
$13.5M +$8.51M 2 0.01% Increased
690
Centiva Capital
Centiva Capital
New York
$13.5M +$8.3M 3 0.32% Increased
691
KPW
Kore Private Wealth
New York
$13.4M +$491K 1 2.07% Increased
692
IC
Inverness Counsel
New York
$13.4M +$2.29M 1 0.75% Increased
693
Belvedere Trading
Belvedere Trading
Illinois
$13.4M +$5.31M 2 0.43% Increased
694
First National Trust
First National Trust
Pennsylvania
$13.3M -$394K 2 0.75% Reduced
695
Greenleaf Trust
Greenleaf Trust
Michigan
$13.3M -$55.8K 4 0.2% Reduced
696
AR
Advisory Research
Illinois
$13.1M -$8.98M 3 1.28% Reduced
697
Capula Management
Capula Management
Cayman Islands
$13.1M +$13.3M 2 0.22% Increased
698
CIA
CCM Investment Advisers
South Carolina
$13.1M +$425K 1 2.1% Increased
699
TCM
Twin Capital Management
Pennsylvania
$13.1M +$686K 2 1.67% Increased
700
CIS
Connors Investor Services
Pennsylvania
$13.1M -$612K 2 1.64% Reduced