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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
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$15.9M +$581K 3 0.35% Increased
702
SBIA
Sheaff Brock Investment Advisors
Indiana
$15.8M +$2.36M 4 1.45% Increased
703
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$15.8M -$5.98M 4 0.06% Reduced
704
Merit Financial Group
Merit Financial Group
Georgia
$15.7M -$4.8M 4 0.57% Reduced
705
Citizens Financial Group
Citizens Financial Group
Rhode Island
$15.7M +$580K 4 0.57% Increased
706
Clearstead Advisors
Clearstead Advisors
Ohio
$15.6M +$376K 10 1.13% Increased
707
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$15.5M +$2.79M 3 0.31% Increased
708
LBC
Lowe Brockenbrough & Co
Virginia
$15.5M -$175K 2 1.26% Reduced
709
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$15.5M +$5.63M 4 0.59% Increased
710
EULAV Asset Management
EULAV Asset Management
Florida
$15.5M +$312K 2 0.61% Increased
711
LI
LMCG Investments
Massachusetts
$15.4M +$285K 2 1.03% Increased
712
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$15.3M -$315K 5 0.3% Reduced
713
Bartlett & Co
Bartlett & Co
Ohio
$15.3M -$315K 5 0.3% Reduced
714
GIM
Goelzer Investment Management
Indiana
$15.2M +$1.99M 1 1.32% Increased
715
SCM
Sirios Capital Management
Massachusetts
$15.2M -$313K 1 2.67% Reduced
716
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$15.1M +$2.23M 5 0.93% Increased
717
LOAMU
Lombard Odier Asset Management (USA)
New York
$15M +$268K 5 0.33% Increased
718
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$15M +$3.01M 14 0.75% Increased
719
LSA
L & S Advisors
California
$15M +$2.66M 3 2.1% Increased
720
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$15M +$1.2M 3 0.25% Increased
721
ECM
Everence Capital Management
Indiana
$14.9M -$289K 4 1.22% Reduced
722
SCA
Sassicaia Capital Advisers
New York
$14.9M +$6.72M 1 12.93% Increased
723
Equitable Holdings
Equitable Holdings
New York
$14.8M +$1.19M 1 0.24% Increased
724
GAI
General American Investors
New York
$14.8M $0 1 1.4% Maintained
725
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$14.7M +$1.05M 3 0.48% Increased