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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
976
DCM
Dynamic Capital Management
Jersey
$1.24M +$167K 1 0.4% Increased
977
AW
ACG Wealth
Georgia
$1.23M -$249K 1 0.36% Reduced
978
CK
Carnick & Kubik
Colorado
$1.23M +$1.2M 1 1.17% New
979
DTL
Dynamic Technology Lab
Singapore
$1.21M +$1.21M 3 0.72% New
980
SWM
Segment Wealth Management
Texas
$1.21M +$67.2K 1 0.56% Increased
981
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$1.21M -$45.3K 1 0.01% Reduced
982
FMB
Field & Main Bank
Kentucky
$1.21M -$23.4K 1 1.17% Reduced
983
IIM
Ironwood Investment Management
Massachusetts
$1.2M -$93.5K 1 0.17% Reduced
984
GHA
GW Henssler & Associates
Georgia
$1.19M +$52.8K 1 0.14% Increased
985
MFW
Meristem Family Wealth
Minnesota
$1.19M $0 1 0.52% Maintained
986
SouthState Corp
SouthState Corp
Florida
$1.19M -$104K 2 0.19% Reduced
987
Beck Mack & Oliver
Beck Mack & Oliver
New York
$1.19M $0 2 0.03% Maintained
988
CCM
CrestPoint Capital Management
Missouri
$1.18M +$23.8K 2 0.73% Increased
989
Evercore Wealth Management
Evercore Wealth Management
New York
$1.17M +$366K 5 0.07% Increased
990
BAC
Boys Arnold & Co
North Carolina
$1.17M +$897K 1 0.21% Increased
991
SSWM
Sheets Smith Wealth Management
North Carolina
$1.17M +$73.7K 1 0.33% Increased
992
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$1.16M +$29.2K 2 0.33% Increased
993
TCOT
Trust Company of Toledo
Ohio
$1.15M +$320K 1 0.35% Increased
994
PineBridge Investments
PineBridge Investments
New York
$1.14M -$29M 3 0.04% Reduced
995
WSCM
Wellington Shields Capital Management
New York
$1.14M +$20.1K 3 0.2% Increased
996
P
Pitcairn
Pennsylvania
$1.14M -$213K 3 0.13% Reduced
997
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$1.13M -$125K 1 0.24% Reduced
998
CCT
Capital City Trust
Florida
$1.12M +$16.6K 1 0.49% Increased
999
WB
Webster Bank
Connecticut
$1.11M -$59.8K 1 0.15% Reduced
1000
MCM
McKinley Capital Management
Alaska
$1.11M -$181K 3 0.05% Reduced