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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
726
SFS
Strategic Financial Services
New York
$3.51M +$202K 1 1.03% Increased
727
PM
Platinum Management
New York
$3.5M +$3.61M 1 1.65% New
728
IA
Icon Advisers
Colorado
$3.5M $0 2 0.25% Maintained
729
EWM
Edge Wealth Management
New York
$3.48M -$331K 3 1.46% Reduced
730
PAM
Paradigm Asset Management
New York
$3.46M -$241K 2 0.47% Reduced
731
SIM
Spark Investment Management
New York
$3.46M -$231K 3 0.54% Reduced
732
SFU
Stonehage Fleming (UK)
United Kingdom
$3.45M +$3.45M 3 1.46% Increased
733
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.42M +$270K 5 0.13% Increased
734
KFS
Kurt F. Somerville
$3.42M -$390K 1 1.36% Reduced
735
Mutual of America Capital Management
Mutual of America Capital Management
New York
$3.41M +$78.2K 3 0.08% Increased
736
HIS
Horizon Investment Services
Indiana
$3.4M +$3.22M 1 1.85% New
737
People's United Financial
People's United Financial
Connecticut
$3.4M -$6.22K 3 0.2% Reduced
738
Jane Street
Jane Street
New York
$3.37M -$5.77M 8 0.04% Reduced
739
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$3.37M +$3.24M 1 0.03% New
740
GCA
Greenwood Capital Associates
South Carolina
$3.36M -$563K 1 1.08% Reduced
741
DF Dent & Co
DF Dent & Co
Maryland
$3.35M -$1.01M 1 0.08% Reduced
742
LG
LaFleur & Godfrey
Michigan
$3.35M +$11.1K 1 0.93% Increased
743
PGCM
Prescott Group Capital Management
Oklahoma
$3.33M -$418K 3 0.63% Reduced
744
PP
Paloma Partners
Connecticut
$3.32M +$1.73M 3 0.21% Increased
745
SCM
Sigma Capital Management
Connecticut
$3.3M +$2.29M 2 0.17% Increased
746
HAMF
Hatteras Alternative Mutual Funds
North Carolina
$3.3M +$884K 2 1.59% Increased
747
PAI
Pittenger & Anderson Inc
Nebraska
$3.29M +$189K 1 0.46% Increased
748
BB&T Securities
BB&T Securities
Virginia
$3.27M +$107K 2 0.08% Increased
749
Burney Company
Burney Company
Virginia
$3.24M +$19.6K 4 0.3% Increased
750
LM
Lincluden Management
Ontario, Canada
$3.22M +$118K 1 0.3% Increased