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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
JLBC
J.L. Bainbridge & Co
Florida
$57.9M -$1.45M 3 5.16% Reduced
702
Callan Family Office
Callan Family Office
Pennsylvania
$57.8M -$2.55M 11 1.31% Reduced
703
NCGI
Next Century Growth Investors
Minnesota
$56.9M +$8.17M 5 4.12% Increased
704
ALMGDA
AG2R La Mondiale Gestion d'Actifs
France
$56.6M +$498K 4 2.57% Increased
705
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$56.3M -$577K 17 1.55% Reduced
706
NOCM
Night Owl Capital Management
Connecticut
$56.3M -$20.3M 1 6.56% Reduced
707
WC
Wexford Capital
Florida
$56.1M +$109K 5 8.13% Increased
708
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$56M +$7.13M 8 0.76% Increased
709
KMC
Kirr Marbach & Co
Indiana
$55.9M -$1.57M 2 10.19% Reduced
710
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$55.8M -$1.31M 2 1.59% Reduced
711
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$55.7M +$1.59M 5 2% Increased
712
Wedbush Securities
Wedbush Securities
California
$55.6M +$3.95M 8 1.62% Increased
713
Curi RMB Capital
Curi RMB Capital
Illinois
$55.6M +$7.91M 7 0.99% Increased
714
John W. Bristol & Co
John W. Bristol & Co
New York
$55.5M -$706K 1 0.91% Reduced
715
Epoch Investment Partners
Epoch Investment Partners
New York
$55.4M -$3.93M 2 0.34% Reduced
716
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$55.4M +$490K 8 1.17% Increased
717
AI
Aperture Investors
New York
$55.2M +$5.95M 5 6.98% Increased
718
Munich Reinsurance
Munich Reinsurance
$55.2M +$54.6M 1 1.36% Increased
719
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$55M +$68.8K 8 0.83% Increased
720
Brooklyn Investment Group
Brooklyn Investment Group
New York
$54.6M +$13.4M 16 1.71% Increased
721
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$54.5M -$129M 2 1.46% Reduced
722
Chilton Investment Company
Chilton Investment Company
Connecticut
$54.4M -$29.1M 4 1.28% Reduced
723
Quadrant Capital Group
Quadrant Capital Group
Ohio
$54.2M +$1.41M 20 1.62% Increased
724
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$54.2M +$4.2M 11 1.83% Increased
725
Advisors Capital Management
Advisors Capital Management
New Jersey
$54.2M -$403K 4 0.63% Reduced