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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
826
Seven Grand Managers
Seven Grand Managers
New York
$52.3M -$44.8M 3 2.11% Reduced
827
Diversify Advisory Services
Diversify Advisory Services
Utah
$52.1M +$51.8M 9 0.87% Increased
828
Diversify Wealth Management
Diversify Wealth Management
Utah
$52.1M +$10.8M 9 0.87% Increased
829
Wealth High Governance Asset Management
Wealth High Governance Asset Management
$52.1M +$47.4M 2 5.54% New
830
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$52M -$4.36M 5 1.47% Reduced
831
Aperture Investors
Aperture Investors
New York
$52M -$33.9M 6 4.7% Reduced
832
Tran Capital Management
Tran Capital Management
California
$51.9M -$1.22M 3 5.98% Reduced
833
LMCG Investments
LMCG Investments
Massachusetts
$51.4M -$3.25M 4 2.75% Reduced
834
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$51.4M -$42.6M 7 0.82% Reduced
835
Front Street Capital Management
Front Street Capital Management
Montana
$50.8M -$3.73M 3 5.76% Reduced
836
Ariel Investments
Ariel Investments
Illinois
$50.7M -$46.4M 1 0.51% Reduced
837
Punch & Associates Investment Management
Punch & Associates Investment Management
Minnesota
$50.5M -$1.84M 1 2.5% Reduced
838
Capricorn Investment Group
Capricorn Investment Group
California
$50.5M +$47.7M 1 0.22% New
839
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$50.5M +$6.12M 1 1.63% Increased
840
KCM
Kingdon Capital Management
New York
$50.2M +$21.8M 3 5.14% Increased
841
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$50M -$893K 8 0.79% Reduced
842
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$50M +$4.02M 11 0.46% Increased
843
Willis Investment Counsel
Willis Investment Counsel
Georgia
$49.9M +$2.45M 2 2.38% Increased
844
Tamar Securities
Tamar Securities
California
$49.9M -$618K 3 4.66% Reduced
845
Siemens Fonds Invest
Siemens Fonds Invest
Germany
$49.8M +$1.54M 6 2.45% Increased
846
Straight Path Wealth Management
Straight Path Wealth Management
Michigan
$49.8M -$15.9K 1 11.64% Reduced
847
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$49.7M -$2.89M 9 2.29% Reduced
848
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$49.7M -$29.8M 6 0.31% Reduced
849
VestGen Advisors
VestGen Advisors
Illinois
$49.6M -$3.27M 12 1.45% Reduced
850
Intrinsic Edge Capital Management
Intrinsic Edge Capital Management
Illinois
$49.5M +$6.85M 5 5.12% Increased