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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
NB
NBT Bank
New York
$776K +$44K 1 0.14% Increased
977
FIM
Fruth Investment Management
Texas
$775K +$280K 1 0.38% Increased
978
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$775K +$489K 1 0.01% Increased
979
EI
EDMP Inc
Florida
$772K +$28.8K 1 0.74% Increased
980
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$770K -$75.8K 1 0.05% Reduced
981
CWM
Concert Wealth Management
California
$769K +$92.7K 2 0.09% Increased
982
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$765K -$34.2K 7 0.12% Reduced
983
F
Filament
Washington
$763K $0 1 0.35% Maintained
984
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$763K -$564K 2 0.26% Reduced
985
Park National Corp
Park National Corp
Ohio
$762K -$1.1K 1 0.05% Reduced
986
HM Payson & Co
HM Payson & Co
Maine
$761K $0 1 0.04% Maintained
987
CIC
Canal Insurance Company
South Carolina
$759K $0 1 0.24% Maintained
988
PA
Probity Advisors
Texas
$758K -$70.7K 1 0.33% Reduced
989
VWM
Valley Wealth Managers
New Jersey
$747K +$101K 1 0.11% Increased
990
FG
Fiduciary Group
Georgia
$745K -$19.4K 1 0.2% Reduced
991
AIM
Anchor Investment Management
South Carolina
$742K $0 4 0.29% Maintained
992
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$741K -$34.2K 1 0.08% Reduced
993
1GA
1st Global Advisors
Texas
$740K -$303K 2 0.1% Reduced
994
BBNB
Baker Boyer National Bank
Washington
$740K +$132K 1 3.05% Increased
995
CB
Chemical Bank
Michigan
$734K -$38.5K 1 0.1% Reduced
996
MAI Capital Management
MAI Capital Management
Ohio
$731K -$19K 1 0.06% Reduced
997
Rafferty Asset Management
Rafferty Asset Management
New York
$729K +$183K 1 0.03% Increased
998
Cetera Advisors
Cetera Advisors
Colorado
$720K +$25.6K 1 0.06% Increased
999
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$716K $0 1 0.35% Maintained
1000
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$715K +$681K 1 0.03% New