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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
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$16.8M +$1.58M 4 0.68% Increased
777
Merit Financial Group
Merit Financial Group
Georgia
$16.8M -$1.58M 4 0.51% Reduced
778
QF
QVT Financial
New York
$16.8M $0 1 0.95% Maintained
779
FA
Fiduciary Alliance
South Carolina
$16.8M +$204K 3 3.31% Increased
780
Prospera Financial Services
Prospera Financial Services
Texas
$16.8M -$2.56M 8 0.56% Reduced
781
NIP
Nicholas Investment Partners
California
$16.7M -$2.26M 3 1.95% Reduced
782
SCM
Sandler Capital Management
New York
$16.6M -$22.8M 1 1.38% Reduced
783
1C
1060 Capital
Colorado
$16.5M +$13.8M 2 46.53% New
784
CFG
Cooper Financial Group
California
$16.5M +$3.4M 3 3% Increased
785
IP
Intellectus Partners
California
$16.5M +$225K 1 4.76% Increased
786
TCOV
Trust Company of Vermont
Vermont
$16.5M -$1.29M 6 1.1% Reduced
787
KMC
Kirr Marbach & Co
Indiana
$16.5M +$1.11M 2 4.32% Increased
788
RP
Rice Partnership
Hawaii
$16.4M -$224K 2 4.29% Reduced
789
MCM
Mengis Capital Management
Oregon
$16.4M +$264K 3 3.07% Increased
790
Quilter Plc
Quilter Plc
United Kingdom
$16.3M -$171K 1 0.55% Reduced
791
HB Wealth Management
HB Wealth Management
Georgia
$16.2M +$1.59M 4 0.23% Increased
792
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$16.2M +$14.8M 1 0.25% New
793
SC
Slow Capital
California
$16.1M -$224K 1 2.8% Reduced
794
SCP
SailingStone Capital Partners
Texas
$16.1M -$437K 1 5.93% Reduced
795
AAM
Azzad Asset Management
Virginia
$16.1M -$2.07M 5 2.03% Reduced
796
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$16M -$930K 4 1.53% Reduced
797
GC
Globeflex Capital
California
$16M +$88K 6 1.64% Increased
798
CI
Carroll Investors
South Carolina
$15.9M -$1.06M 1 13.23% Reduced
799
Algert Global
Algert Global
California
$15.9M +$5.34M 12 0.64% Increased
800
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$15.9M -$1.95M 2 0.41% Reduced