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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
751
B
BancorpSouth
Mississippi
$2.39M +$234K 1 0.26% Increased
752
Burney Company
Burney Company
Virginia
$2.38M -$83.6K 3 0.16% Reduced
753
BA
BKS Advisors
Michigan
$2.36M -$233K 2 1.11% Reduced
754
OI
Oakbrook Investments
Illinois
$2.36M -$695K 3 0.15% Reduced
755
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$2.35M +$2.17M 1 0.05% New
756
DLCIG
D.L. Carlson Investment Group
New Hampshire
$2.35M +$606K 2 0.8% Increased
757
MAP
Moody Aldrich Partners
Massachusetts
$2.35M -$48.9K 1 1.52% Reduced
758
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$2.35M +$2.3M 1 0.19% New
759
Trexquant Investment
Trexquant Investment
Connecticut
$2.33M +$258K 6 0.37% Increased
760
DVM
Dreman Value Management
Florida
$2.33M -$1.12M 4 1.3% Reduced
761
CT
Chicago Trust
Illinois
$2.32M +$225K 2 1.01% Increased
762
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$2.31M +$486K 4 0.13% Increased
763
SCM
Snow Capital Management
Pennsylvania
$2.31M -$19.1M 1 0.1% Reduced
764
FWM
Frontier Wealth Management
Missouri
$2.3M +$82.8K 1 0.38% Increased
765
TAAM
Top Ace Asset Management
Hong Kong
$2.29M $0 1 2.57% Maintained
766
PK
Pflug Koory
Nebraska
$2.27M +$2.25M 4 1.95% New
767
Central Trust Company
Central Trust Company
Missouri
$2.25M -$39.2K 7 0.16% Reduced
768
PAI
Pittenger & Anderson Inc
Nebraska
$2.24M +$4.34K 3 0.24% Increased
769
MCP
Mirador Capital Partners
California
$2.24M +$52.8K 1 1.79% Increased
770
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.23M +$44.3K 6 0.05% Increased
771
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$2.21M -$32.4K 1 1.36% Reduced
772
FVCM
F&V Capital Management
Florida
$2.21M +$362K 1 1.39% Increased
773
HLA
Hamilton Lane Advisors
Pennsylvania
$2.2M +$2.03M 1 1.45% New
774
CG
Clinton Group
New York
$2.2M -$12.3M 4 0.13% Reduced
775
RNC Capital Management
RNC Capital Management
California
$2.18M +$48.2K 1 0.18% Increased