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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
876
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$46.5M -$2.37M 7 0.14% Reduced
877
Triglav Skladi
Triglav Skladi
Slovenia
$46.5M -$2.96M 4 2.45% Reduced
878
Connors Investor Services
Connors Investor Services
Pennsylvania
$46.4M -$4.3M 4 4.01% Reduced
879
SCM
SIR Capital Management
New York
$46.4M +$201K 6 5.33% Increased
880
Meeder Advisory Services
Meeder Advisory Services
Ohio
$46.3M +$356K 8 1.7% Increased
881
Covenant Asset Management
Covenant Asset Management
New Jersey
$46.3M -$1.23M 4 7.79% Reduced
882
Wedmont Private Capital
Wedmont Private Capital
Pennsylvania
$46.2M +$1.04M 10 1.27% Increased
883
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$46.1M -$28.3M 1 0.81% Reduced
884
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$46M -$40.8K 4 1.6% Reduced
885
Graham Capital Management
Graham Capital Management
Connecticut
$45.9M +$36.9M 12 0.84% Increased
886
Appleton Partners
Appleton Partners
Massachusetts
$45.8M -$3.56M 3 2.81% Reduced
887
Madison Avenue Partners
Madison Avenue Partners
New York
$45.8M +$60.7M 1 1.97% New
888
EAM Investors
EAM Investors
California
$45.7M +$6.43M 8 4.07% Increased
889
TCTC Holdings
TCTC Holdings
Texas
$45.7M +$656K 4 1.2% Increased
890
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$45.6M +$2.56M 9 0.84% Increased
891
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners
Florida
$45.4M -$40.5K 5 2.41% Reduced
892
Calamos Wealth Management
Calamos Wealth Management
Illinois
$45.2M +$5.18M 5 1.36% Increased
893
Diversified Trust
Diversified Trust
Tennessee
$45M -$6.8M 13 0.72% Reduced
894
Avity Investment Management
Avity Investment Management
Connecticut
$45M +$10.1M 3 2.87% Increased
895
Hamilton Capital Partners
Hamilton Capital Partners
Georgia
$44.9M -$12.5M 1 13.04% Reduced
896
Quadrature Capital
Quadrature Capital
United Kingdom
$44.8M -$187M 17 0.38% Reduced
897
Cadinha & Co
Cadinha & Co
Hawaii
$44.7M +$30.7M 2 6.62% Increased
898
AIC
AWM Investment Company
New York
$44.7M +$11M 2 3.88% Increased
899
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$44.6M -$1.87M 31 1.5% Reduced
900
Centaurus Financial
Centaurus Financial
California
$44.5M +$3.51M 6 1.72% Increased