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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
951
QF
QVT Financial
New York
$40.4M -$6.19M 2 2.38% Reduced
952
Sigma Planning Corp
Sigma Planning Corp
Michigan
$40.3M -$35K 10 1.01% Reduced
953
OpenArc Corporate Advisory
OpenArc Corporate Advisory
Georgia
$40.2M +$597K 8 0.48% Increased
954
Hancock Whitney
Hancock Whitney
Mississippi
$40.2M -$2.84M 9 0.67% Reduced
955
Glenview Trust
Glenview Trust
Kentucky
$40.1M +$2.57M 8 0.55% Increased
956
STAS
Strong Tower Advisory Services
Minnesota
$40.1M -$2.2M 4 7.18% Reduced
957
Grimes & Company
Grimes & Company
Massachusetts
$40.1M +$1.06M 5 0.87% Increased
958
TCM
Tributary Capital Management
Nebraska
$40.1M -$1.57M 4 3.29% Reduced
959
IAIM
International Assets Investment Management
Florida
$40M +$3.15M 16 2.39% Increased
960
DG
DigitalBridge Group
Florida
$40M -$24.1M 1 2.39% Reduced
961
AHB
Abner Herrman & Brock
New Jersey
$40M +$1.02M 4 3.79% Increased
962
AFA
Arlington Financial Advisors
California
$39.9M -$892K 2 5.07% Reduced
963
CP
Cumberland Partners
Ontario, Canada
$39.9M -$8.61M 2 2.58% Reduced
964
WI
Wahed Invest
New York
$39.9M -$2.1M 4 4.16% Reduced
965
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$39.8M +$3.12M 4 1.03% Increased
966
CA
CapWealth Advisors
Tennessee
$39.8M -$3.71M 2 2.73% Reduced
967
SCP
Sandhill Capital Partners
New York
$39.7M +$32.2M 1 3.22% Increased
968
CCAM
Crystal Cove Asset Management
California
$39.6M +$13.9M 3 43.16% Increased
969
JGC
J. Goldman & Co
New York
$39.6M -$44M 7 1.02% Reduced
970
SC
Strategy Capital
California
$39.5M -$1.09M 1 2.43% Reduced
971
HVCM
Hel Ved Capital Management
Hong Kong
$39.4M +$5.81M 9 2.91% Increased
972
SCM
Spyglass Capital Management
California
$39.4M +$32.2M 1 2.13% New
973
Perpetual Ltd
Perpetual Ltd
Australia
$39.3M +$25M 3 0.56% Increased
974
Larson Financial Group
Larson Financial Group
Missouri
$39.2M +$4.2M 24 1.03% Increased
975
Miracle Mile Advisors
Miracle Mile Advisors
California
$39M +$3.06M 5 0.46% Increased