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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
701
QPBE
Quintet Private Bank (Europe)
Luxembourg
$13.1M +$38.2M 1 0.63% New
702
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$13M +$1.25M 4 0.41% Increased
703
DIA
Davidson Investment Advisors
Montana
$13M +$91.6K 1 1.11% Increased
704
Stephens Inc
Stephens Inc
Arkansas
$13M +$31K 6 0.26% Increased
705
FHA
Flagship Harbor Advisors
Massachusetts
$12.9M +$231K 2 1.45% Increased
706
VW
Vantage Wealth
California
$12.9M +$102K 1 3.65% Increased
707
AA
Apriem Advisors
California
$12.9M +$460K 2 2.23% Increased
708
PAIM
Punch & Associates Investment Management
Minnesota
$12.9M +$433K 1 0.9% Increased
709
NFAM
North Fourth Asset Management
New Jersey
$12.9M +$3.76M 1 2.82% Increased
710
Parallel Advisors
Parallel Advisors
California
$12.8M +$39.9K 18 0.59% Increased
711
PIMJS
PKO Investment Management Joint-Stock
Poland
$12.8M +$2.46M 1 1.84% Increased
712
Engineers Gate Manager
Engineers Gate Manager
New York
$12.8M +$7.44M 12 0.47% Increased
713
NCGI
Next Century Growth Investors
Minnesota
$12.8M -$29.2K 2 1.67% Reduced
714
KTA
Keeley-Teton Advisors
Illinois
$12.7M -$235K 6 1.6% Reduced
715
Equitable Holdings
Equitable Holdings
New York
$12.5M +$3.47M 1 0.24% Increased
716
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$12.5M -$1.14M 3 0.44% Reduced
717
CCA
Checchi Capital Advisers
California
$12.5M +$4.88M 4 1.08% Increased
718
GS
Gagnon Securities
New York
$12.4M -$143K 1 2.61% Reduced
719
Park Avenue Securities
Park Avenue Securities
New York
$12.4M +$1.44M 5 0.24% Increased
720
Accredited Investors
Accredited Investors
Minnesota
$12.4M -$3.68M 1 1.46% Reduced
721
AACP
Advantage Alpha Capital Partners
California
$12.3M -$37.5K 3 2.12% Reduced
722
ACM
Arosa Capital Management
Florida
$12.3M +$13.2M 4 1.99% Increased
723
SBIA
Sheaff Brock Investment Advisors
Indiana
$12.2M +$611K 5 1.02% Increased
724
LBC
Lowe Brockenbrough & Co
Virginia
$12.1M +$157K 1 1.06% Increased
725
Brighton Jones LLC
Brighton Jones LLC
Washington
$12.1M +$385K 3 0.7% Increased