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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
776
Calamos Wealth Management
Calamos Wealth Management
Illinois
$1.81M -$221K 2 0.32% Reduced
777
Bailard
Bailard
California
$1.79M +$1.78M 1 0.21% New
778
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$1.79M -$26.7K 1 1.48% Reduced
779
Verition Fund Management
Verition Fund Management
Connecticut
$1.78M +$959K 4 0.23% Increased
780
Cambria Investment Management
Cambria Investment Management
California
$1.78M +$1.83M 1 0.82% New
781
Citizens Business Bank
Citizens Business Bank
California
$1.77M +$2.33K 2 0.33% Increased
782
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.77M +$154K 1 0.01% Increased
783
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$1.77M $0 1 0.17% Maintained
784
PTA
Pear Tree Advisors
Massachusetts
$1.77M -$49K 1 0.74% Reduced
785
FVCM
F&V Capital Management
Florida
$1.76M -$13.5K 1 1.31% Reduced
786
ClariVest Asset Management
ClariVest Asset Management
California
$1.75M +$1.74M 1 0.05% New
787
Snyder Capital Management
Snyder Capital Management
California
$1.74M +$2.12K 1 0.11% Increased
788
OSNBOA
Old Second National Bank of Aurora
Illinois
$1.72M +$122K 1 0.8% Increased
789
Prelude Capital Management
Prelude Capital Management
New York
$1.71M -$753K 11 0.24% Reduced
790
Natixis Investment Managers International
Natixis Investment Managers International
France
$1.71M +$1.46M 2 0.19% Increased
791
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$1.69M -$68.2K 1 0.1% Reduced
792
Capstone Investment Advisors
Capstone Investment Advisors
New York
$1.68M +$398K 2 0.03% Increased
793
PFA
Paradigm Financial Advisors
Missouri
$1.66M +$1.16K 1 1% Increased
794
Quinn Opportunity Partners
Quinn Opportunity Partners
Virginia
$1.66M +$223K 1 0.65% Increased
795
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$1.65M +$151K 3 0.36% Increased
796
PBT
Pictet Bank & Trust
Bahamas
$1.64M $0 1 0.63% Maintained
797
WPC
White Pine Capital
Minnesota
$1.63M +$253K 1 0.69% Increased
798
MTIM
Marathon Trading Investment Management
Pennsylvania
$1.63M +$972K 1 0.28% Increased
799
BFO
Boston Family Office
Massachusetts
$1.63M -$15.4K 2 0.21% Reduced
800
SAM
Sunnymeath Asset Management
New Jersey
$1.62M +$1.19M 2 2.37% Increased