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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
851
CAM
CG Asset Management
New York
$1.71M +$1.65M 1 0.78% New
852
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$1.71M $0 2 0.12% Maintained
853
ALPS Advisors
ALPS Advisors
Colorado
$1.7M +$546K 3 0.02% Increased
854
NPC
National Planning Corporation
California
$1.7M +$282K 2 0.15% Increased
855
OA
Outfitter Advisors
Virginia
$1.7M +$182K 2 0.68% Increased
856
WIS
Wright Investors Service
Connecticut
$1.7M -$21.3K 1 0.75% Reduced
857
CIC
Chase Investment Counsel
Virginia
$1.69M -$34.2K 1 0.5% Reduced
858
RIM
Regent Investment Management
Kentucky
$1.69M +$366K 1 0.95% Increased
859
GWM
Greenwich Wealth Management
Connecticut
$1.69M $0 1 0.17% Maintained
860
WC
Wexford Capital
Florida
$1.68M -$4.1M 2 0.14% Reduced
861
AT
Arden Trust
Delaware
$1.67M +$49.8K 1 0.2% Increased
862
HGI
Hansberger Global Investors
Florida
$1.66M -$207K 1 0.37% Reduced
863
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$1.66M -$1.47M 17 0.28% Reduced
864
MC
Maplelane Capital
New York
$1.66M +$1.69M 1 0.07% New
865
CSM
Central Square Management
Illinois
$1.65M +$671K 1 1.3% Increased
866
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$1.65M +$106K 7 0.34% Increased
867
AGM
Alpine Global Management
New York
$1.65M +$1.61M 2 2.67% New
868
OIA
Optimum Investment Advisors
Illinois
$1.64M -$64.7K 3 0.62% Reduced
869
BRCM
Bright Rock Capital Management
Massachusetts
$1.64M +$191K 1 0.86% Increased
870
FCM
Firsthand Capital Management
California
$1.64M +$882K 3 0.81% Increased
871
UR
USCA RIA
Texas
$1.64M -$45.5K 1 0.65% Reduced
872
NPA
Nichols & Pratt Advisers
Massachusetts
$1.6M -$5.81M 1 0.15% Reduced
873
FVCM
F&V Capital Management
Florida
$1.6M +$10.6K 1 1.28% Increased
874
HL Financial Services
HL Financial Services
Kentucky
$1.6M +$771K 4 0.05% Increased
875
OFS
Orrstown Financial Services
Pennsylvania
$1.6M +$64.7K 1 1.67% Increased