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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
Summit Financial
Summit Financial
New Jersey
$61.9M +$9.72M 9 0.79% Increased
677
Choreo LLC
Choreo LLC
Illinois
$61.6M +$4.08M 15 0.76% Increased
678
Sapient Capital
Sapient Capital
Indiana
$61.5M -$34.1M 5 0.93% Reduced
679
JSC
J. Stern & Co
United Kingdom
$61.4M -$4.91M 1 5.95% Reduced
680
Profund Advisors
Profund Advisors
Maryland
$61.3M -$5.84M 12 2.25% Reduced
681
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$61.2M +$6.34M 11 0.45% Increased
682
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$61.2M +$10.2M 16 1.18% Increased
683
BOK Financial
BOK Financial
Oklahoma
$60.7M -$4.91M 7 0.93% Reduced
684
Hantz Financial Services
Hantz Financial Services
Michigan
$60.7M +$8.73M 17 0.93% Increased
685
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$60.6M +$11.7M 2 0.91% Increased
686
AT
Avalon Trust
New Mexico
$60.6M -$16.9M 7 4.18% Reduced
687
GWMR
GC Wealth Management RIA
Massachusetts
$60.6M +$2.4M 5 2.51% Increased
688
TAMH
Taikang Asset Management (HK)
Hong Kong
$60.3M +$3.56M 2 6% Increased
689
KI
KTF Investments
California
$60.1M -$598K 1 10.28% Reduced
690
TFA
Teamwork Financial Advisors
Texas
$59.8M -$14.3M 7 6.31% Reduced
691
Parallel Advisors
Parallel Advisors
California
$59.5M +$1.99M 26 1.07% Increased
692
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$59.4M -$4.15M 6 0.86% Reduced
693
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$59.3M -$137K 4 0.93% Reduced
694
Empirical Wealth Management
Empirical Wealth Management
Washington
$59.2M +$2.25M 12 1.02% Increased
695
Cartenna Capital
Cartenna Capital
Connecticut
$59M -$6.49M 1 2.15% Reduced
696
Channing Capital Management
Channing Capital Management
Illinois
$58.7M +$13.5M 1 1.5% Increased
697
ACM
Argent Capital Management
Missouri
$58.6M +$14.6M 2 1.85% Increased
698
Prospera Financial Services
Prospera Financial Services
Texas
$58.4M +$2.32M 10 0.94% Increased
699
TCM
Thames Capital Management
New Jersey
$58.3M -$3.16M 2 10.45% Reduced
700
SignatureFD
SignatureFD
Georgia
$58M +$840K 27 0.89% Increased