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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
AL
Airain Ltd
Guernsey
$2.17M +$928K 1 0.13% Increased
727
TG
Threshold Group
Washington
$2.16M +$2.31M 1 2.16% New
728
QSS
Quantitative Systematic Strategies
Florida
$2.15M -$286K 3 1% Reduced
729
Central Trust Company
Central Trust Company
Missouri
$2.14M -$80K 7 0.16% Reduced
730
Marsico Capital Management
Marsico Capital Management
Colorado
$2.13M +$423K 1 0.07% Increased
731
Valley National Advisers
Valley National Advisers
Pennsylvania
$2.12M +$9.02K 3 1.1% Increased
732
Coastline Trust
Coastline Trust
Rhode Island
$2.12M $0 1 0.43% Maintained
733
Tributary Capital Management
Tributary Capital Management
Nebraska
$2.1M +$237K 1 0.31% Increased
734
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$2.09M +$60.8K 2 0.05% Increased
735
LS Investment Advisors
LS Investment Advisors
Michigan
$2.09M +$66.4K 10 0.14% Increased
736
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$2.08M +$540K 1 0.19% Increased
737
Curi RMB Capital
Curi RMB Capital
Illinois
$2.08M -$867K 1 0.11% Reduced
738
WSA
Wall Street Associates
California
$2.07M $0 1 0.83% Maintained
739
CIBC World Markets
CIBC World Markets
New York
$2.06M +$411K 1 0.05% Increased
740
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$2.04M +$484K 3 0.13% Increased
741
MAP
Moody Aldrich Partners
Massachusetts
$2.02M +$1.25M 1 1.67% Increased
742
AL
Agran Libbie
California
$2.01M +$6.82K 1 0.5% Increased
743
HL
HeadInvest LLC
Maine
$2M -$380K 2 0.76% Reduced
744
Cetera Advisor Networks
Cetera Advisor Networks
California
$2M -$19.6K 4 0.12% Reduced
745
RNC Capital Management
RNC Capital Management
California
$1.99M -$38.8K 1 0.19% Reduced
746
FPFS
First Personal Financial Services
North Carolina
$1.98M +$1.68M 4 0.68% Increased
747
GLAM
Gardner Lewis Asset Management
Pennsylvania
$1.98M +$925K 1 0.21% Increased
748
ACMM
Arbor Capital Management (Minnesota)
Minnesota
$1.98M +$1.94M 1 1.04% New
749
TI
Turner Investments
Pennsylvania
$1.98M -$239K 2 0.62% Reduced
750
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.98M +$1.76M 3 0.01% Increased