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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
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$20.2M -$828K 5 0.71% Reduced
677
Sigma Planning Corp
Sigma Planning Corp
Michigan
$20.2M -$3.97M 6 0.76% Reduced
678
PCOC
Power Corp of Canada
Canada
$20.1M $0 2 1.27% Maintained
679
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$20.1M +$995K 3 0.35% Increased
680
Jump Financial
Jump Financial
Illinois
$20.1M -$4.39M 15 0.74% Reduced
681
AWM
Avitas Wealth Management
California
$20.1M -$381K 3 3.82% Reduced
682
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$20M -$44.4M 1 1.72% Reduced
683
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$20M -$938K 3 0.87% Reduced
684
Coldstream Capital Management
Coldstream Capital Management
Washington
$19.8M +$1.29M 7 0.65% Increased
685
Greenleaf Trust
Greenleaf Trust
Michigan
$19.8M +$1.6M 6 0.23% Increased
686
Vident Advisory
Vident Advisory
Georgia
$19.6M +$20.3M 8 0.61% New
687
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$19.6M +$2.35M 3 0.26% Increased
688
WAM
Wilson Asset Management
Australia
$19.6M $0 1 5.63% Maintained
689
KA
Kintegral Advisory
New York
$19.6M -$11.9K 2 2.42% Reduced
690
FDP
Financiere des Professionnels
Quebec, Canada
$19.5M +$19.8M 2 1.87% New
691
LBC
Lowe Brockenbrough & Co
Virginia
$19.5M +$12.9K 2 1.51% Increased
692
NRG
Nemes Rush Group
Michigan
$19.5M +$524K 3 3.53% Increased
693
NWM
Nicola Wealth Management
British Columbia, Canada
$19.4M -$1.28M 4 2.1% Reduced
694
Empirical Finance
Empirical Finance
Pennsylvania
$19.3M +$2.51M 2 1.42% Increased
695
MLL
Moody Lynn & Lieberson
Massachusetts
$19.3M -$3.17M 3 1.65% Reduced
696
MCM
McRae Capital Management
New Jersey
$19.3M -$468K 3 5.7% Reduced
697
IAN
Integrated Advisors Network
Texas
$19.1M -$1.89M 2 1.17% Reduced
698
ING Group
ING Group
Netherlands
$19.1M -$13.4M 3 0.17% Reduced
699
NAM
NorthCrest Asset Manangement
Minnesota
$19M -$599K 5 0.78% Reduced
700
Vinva Investment Management
Vinva Investment Management
Australia
$19M -$1.49M 3 1.78% Reduced