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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
CG
Cutler Group
California
$12.4M +$4.31M 13 0.56% Increased
727
Beck Mack & Oliver
Beck Mack & Oliver
New York
$12.4M +$512K 2 0.32% Increased
728
SW
SVB Wealth
Massachusetts
$12.4M +$487K 3 0.16% Increased
729
CPM
Crescent Park Management
California
$12.3M +$15.7M 1 1.81% New
730
RP
Rice Partnership
Hawaii
$12.3M +$415K 2 3.89% Increased
731
CFG
Cooper Financial Group
California
$12.3M +$23.1K 2 2.54% Increased
732
ACM
Axel Capital Management
New York
$12.3M -$1.06M 1 6.88% Reduced
733
NIA
NIA Impact Advisors
California
$12.2M +$2.91M 3 5.2% Increased
734
Hantz Financial Services
Hantz Financial Services
Michigan
$12.2M +$3.51M 5 0.4% Increased
735
BP
Bandera Partners
New York
$12.1M $0 1 4.87% Maintained
736
Greenleaf Trust
Greenleaf Trust
Michigan
$12.1M +$871K 4 0.15% Increased
737
AIC
Ameritas Investment Company
Nebraska
$12M +$6.44M 2 0.56% Increased
738
DAM
Draper Asset Management
New York
$12M +$217K 1 11.28% Increased
739
Wolverine Asset Management
Wolverine Asset Management
Illinois
$11.9M +$2.34M 7 0.1% Increased
740
FHA
Flagship Harbor Advisors
Massachusetts
$11.9M $0 2 1.28% Maintained
741
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$11.8M +$1.2M 6 0.29% Increased
742
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$11.8M +$1.1M 4 0.38% Increased
743
SBIA
Sheaff Brock Investment Advisors
Indiana
$11.8M -$39.2K 3 0.87% Reduced
744
BOS
Bingham Osborn & Scarborough
California
$11.7M -$140K 1 0.83% Reduced
745
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$11.6M +$4.06M 1 1.19% Increased
746
RC
Roubaix Capital
Colorado
$11.6M -$77.3K 1 7.6% Reduced
747
FTDI
First Trust Direct Indexing
Massachusetts
$11.6M +$382K 3 1.65% Increased
748
HCMT
Highland Capital Management (Tennessee)
Tennessee
$11.6M -$606K 2 0.7% Reduced
749
AW
ACG Wealth
Georgia
$11.5M +$319 3 1.52% Increased
750
MCM
Makena Capital Management
California
$11.5M +$12.4M 1 1.95% New