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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
801
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$55.3M +$1.88M 12 0.55% Increased
802
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$55.2M +$3.78M 9 2.22% Increased
803
BWP
Balboa Wealth Partners
Arizona
$54.9M +$1.97M 7 7.48% Increased
804
MC
Maplelane Capital
New York
$54.8M -$2.39M 2 0.99% Reduced
805
AG
Avala Global
New York
$54.8M +$44.8M 1 2.02% New
806
PAG
Private Advisory Group
Washington
$54.6M +$14M 5 2.95% Increased
807
HC
Hillman Company
Pennsylvania
$54.5M -$5.27M 1 19.27% Reduced
808
Walleye Trading
Walleye Trading
New York
$54.3M +$19.1M 12 0.06% Increased
809
MSA
MUFG Securities Americas
New York
$54.2M +$4.14M 5 2.79% Increased
810
Cary Street Partners
Cary Street Partners
Virginia
$54M +$206K 8 1.18% Increased
811
Seizert Capital Partners
Seizert Capital Partners
Michigan
$53.9M -$4.04M 2 2.22% Reduced
812
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$53.9M -$1.71M 11 0.46% Reduced
813
Epoch Investment Partners
Epoch Investment Partners
New York
$53.8M -$9.64M 2 0.31% Reduced
814
AT
Avalon Trust
New Mexico
$53.6M -$27.6M 7 3.3% Reduced
815
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$53.2M +$2.06M 8 0.91% Increased
816
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$53.2M +$1.66M 15 1.31% Increased
817
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$53.2M +$3M 7 1.21% Increased
818
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$53M -$56.4M 2 0.2% Reduced
819
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$53M +$3.26M 12 0.8% Increased
820
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$52.9M -$107M 2 1.99% Reduced
821
Axxcess Wealth Management
Axxcess Wealth Management
California
$52.8M +$5.19M 8 0.84% Increased
822
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$52.8M -$45.2M 1 0.33% Reduced
823
Verition Fund Management
Verition Fund Management
Connecticut
$52.6M -$2.38M 8 0.27% Reduced
824
SG
Sienna Gestion
France
$52.4M -$267K 5 3.07% Reduced
825
FSA
Franklin Street Advisors
North Carolina
$52.4M +$2.37M 2 2.93% Increased