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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
Flagship Harbor Advisors
Flagship Harbor Advisors
Massachusetts
$14.9M -$224K 3 1.08% Reduced
827
ARS Investment Partners
ARS Investment Partners
New York
$14.8M -$257K 2 1.63% Reduced
828
Capital Group Investment Management
Capital Group Investment Management
Singapore
$14.7M -$97.2K 1 1.54% Reduced
829
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$14.7M +$563K 5 0.04% Increased
830
Isthmus Partners
Isthmus Partners
Wisconsin
$14.6M +$322K 2 1.9% Increased
831
Allworth Financial
Allworth Financial
California
$14.6M +$937K 22 0.11% Increased
832
PWS
Peterson Wealth Services
Utah
$14.6M +$13.8M 2 6.26% New
833
PTB
Pioneer Trust Bank
Oregon
$14.6M -$511K 1 4.35% Reduced
834
DBG
De Burlo Group
Massachusetts
$14.6M $0 1 2.54% Maintained
835
Western Wealth Management
Western Wealth Management
Colorado
$14.6M +$440K 5 1.05% Increased
836
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$14.6M +$2.16M 4 0.51% Increased
837
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
$14.6M +$13.9M 1 2.92% New
838
Twin Capital Management
Twin Capital Management
Pennsylvania
$14.6M +$1.06M 3 1.91% Increased
839
Focus Financial Network
Focus Financial Network
Minnesota
$14.5M +$2.97M 5 0.55% Increased
840
Stewart & Patten Company
Stewart & Patten Company
California
$14.5M +$315K 2 2.27% Increased
841
Townsend & Associates
Townsend & Associates
Colorado
$14.5M +$5.82M 3 1.81% Increased
842
EULAV Asset Management
EULAV Asset Management
Florida
$14.5M -$3.27M 2 0.45% Reduced
843
Gradient Investments
Gradient Investments
Minnesota
$14.4M +$11.2M 6 0.35% Increased
844
Generali Powszechne Towarzystwo Emerytalne
Generali Powszechne Towarzystwo Emerytalne
Poland
$14.4M +$12.4M 1 7.51% New
845
FAIM
Financial Advocates Investment Management
Washington
$14.4M +$85.1K 3 0.94% Increased
846
Intrust Bank
Intrust Bank
Kansas
$14.4M -$319K 5 1.67% Reduced
847
PointState Capital
PointState Capital
New York
$14.3M -$21.6M 1 0.35% Reduced
848
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$14.3M +$134K 3 1.46% Increased
849
Apriem Advisors
Apriem Advisors
California
$14.2M +$192K 2 1.9% Increased
850
GCM
Goldstream Capital Management
Hong Kong
$14.2M -$7.86M 1 9.46% Reduced