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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
Summit Trail Advisors
Summit Trail Advisors
New York
$11.5M +$169K 1 0.86% Increased
752
NCGI
Next Century Growth Investors
Minnesota
$11.5M -$1.54M 1 0.99% Reduced
753
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$11.4M +$810K 3 0.65% Increased
754
RCM
Radcliffe Capital Management
Pennsylvania
$11.4M -$4.95M 3 0.33% Reduced
755
BAM
Barrett Asset Management
New York
$11.3M +$440K 4 0.52% Increased
756
AAM
Azzad Asset Management
Virginia
$11.3M -$998K 5 1.68% Reduced
757
PIM
Profit Investment Management
Maryland
$11.3M -$3.35M 3 7.88% Reduced
758
PCM
Prelude Capital Management
New York
$11.3M +$1.84M 8 0.29% Increased
759
AIM
Aurora Investment Managers
Florida
$11.2M -$551K 1 11.42% Reduced
760
OQS
Occudo Quantitative Strategies
Florida
$11.2M +$4.36M 9 1.34% Increased
761
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$11.2M -$424K 6 0.26% Reduced
762
Group One Trading
Group One Trading
Illinois
$11.2M +$4.36M 11 0.01% Increased
763
NPF
Norris Perne & French
Michigan
$11.2M +$9.83M 1 0.96% New
764
STCG
Speece Thorson Capital Group
Minnesota
$11.2M -$2.07M 2 2.34% Reduced
765
MA
Menlo Advisors
California
$11.2M +$2.41M 2 5.9% Increased
766
AACP
Advantage Alpha Capital Partners
California
$11M +$492K 3 2.01% Increased
767
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$10.9M +$604K 2 1.5% Increased
768
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$10.9M -$969K 1 1.98% Reduced
769
Hancock Whitney
Hancock Whitney
Mississippi
$10.9M -$3.33M 6 0.38% Reduced
770
MI
MMCAP International
Cayman Islands
$10.9M +$6.62M 2 0.77% Increased
771
SI
Shaker Investments
Ohio
$10.9M +$103K 2 4.79% Increased
772
Verition Fund Management
Verition Fund Management
Connecticut
$10.8M -$2.01M 13 0.09% Reduced
773
NIM
Nicollet Investment Management
Minnesota
$10.8M -$32.9K 2 4.56% Reduced
774
FSA
Franklin Street Advisors
North Carolina
$10.8M +$9.56M 1 0.92% Increased
775
FQ
First Quadrant
California
$10.8M +$27.5K 4 1.26% Increased