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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
Payden & Rygel
Payden & Rygel
California
$17.9M +$331K 1 1.24% Increased
752
Community Trust & Investment
Community Trust & Investment
Kentucky
$17.9M +$3.6M 1 1.37% Increased
753
Cullen Investment Group
Cullen Investment Group
Louisiana
$17.9M +$16.4M 2 3.13% New
754
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$17.8M +$13.2M 3 1.29% Increased
755
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
$17.8M +$10.6M 10 2.1% Increased
756
FM
Freemont Management
Switzerland
$17.7M $0 3 2.22% Maintained
757
BCH
Berkshire Capital Holdings
California
$17.6M -$4.56M 1 7.96% Reduced
758
First National Trust
First National Trust
Pennsylvania
$17.5M -$650K 2 0.77% Reduced
759
Global Retirement Partners
Global Retirement Partners
California
$17.5M +$300K 21 0.73% Increased
760
Hancock Whitney
Hancock Whitney
Mississippi
$17.4M +$1.07M 8 0.65% Increased
761
PDT Partners
PDT Partners
New York
$17.4M +$2.49M 6 1.92% Increased
762
SignatureFD
SignatureFD
Georgia
$17.4M +$215K 18 0.4% Increased
763
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$17.3M +$24.9K 5 0.52% Increased
764
First Trust Direct Indexing
First Trust Direct Indexing
Massachusetts
$17.3M +$2.43M 4 1.55% Increased
765
PP
Prospector Partners
Connecticut
$17.2M +$91.6K 1 2.14% Increased
766
Caprock Group
Caprock Group
Idaho
$17.2M -$1.73M 5 1.1% Reduced
767
Sit Investment Associates
Sit Investment Associates
Minnesota
$17.2M -$623K 5 0.42% Reduced
768
Cadinha & Co
Cadinha & Co
Hawaii
$17.1M +$11.4K 2 2.72% Increased
769
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$17.1M +$328K 3 0.76% Increased
770
Davenport & Co
Davenport & Co
Virginia
$17M +$729K 5 0.12% Increased
771
Edgestream Partners
Edgestream Partners
New Jersey
$17M -$6.57M 5 1.22% Reduced
772
Siemens Fonds Invest
Siemens Fonds Invest
Germany
$17M +$885K 3 1.39% Increased
773
Parallel Advisors
Parallel Advisors
California
$17M +$90.4K 17 0.5% Increased
774
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$16.9M +$4.1M 5 2.6% Increased
775
Torray Investment Partners
Torray Investment Partners
Maryland
$16.9M $0 1 2.73% Maintained