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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
1001
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$466K +$448K 1 0% New
1002
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$466K +$478K 1 0.04% New
1003
TF
Trutina Financial
Washington
$458K +$469K 1 0.37% New
1004
FANJ
Financial Architects (New Jersey)
New Jersey
$452K +$454K 4 0.33% New
1005
CNBT
Canandaigua National Bank & Trust
New York
$450K +$431K 1 0.18% New
1006
ACI
Advance Capital I
Michigan
$444K +$454K 1 0.22% New
1007
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$444K +$440K 1 0.27% New
1008
CHAM
Clear Harbor Asset Management
Connecticut
$442K +$437K 2 0.13% New
1009
GLI
Guardian Life Insurance
New York
$441K +$428K 2 0.04% New
1010
PPCM
Pillar Pacific Capital Management
California
$441K +$404K 1 0.11% New
1011
HP
Holowesko Partners
Bahamas
$433K +$443K 1 0.04% New
1012
OMCS
Old Mutual Customised Solutions
South Africa
$433K +$416K 6 0.13% New
1013
SGAM
Steinberg Global Asset Management
Florida
$432K +$414K 1 0.11% New
1014
Scotia Capital
Scotia Capital
Ontario, Canada
$431K +$441K 1 0.02% New
1015
AW
Alpha Windward
Massachusetts
$426K +$411K 2 0.34% New
1016
GC
Globeflex Capital
California
$426K +$412K 1 0.06% New
1017
RIL
Rothschild Investment LLC
Illinois
$425K +$408K 1 0.07% New
1018
BIG
Blackthorn Investment Group
Kansas
$423K +$439K 2 0.13% New
1019
DWA
Dorsey Wright & Associates
California
$423K +$405K 1 0.07% New
1020
PIP
Palisades Investment Partners
California
$421K +$441K 1 0.42% New
1021
JCM
JD Capital Management
Connecticut
$420K +$294K 1 0.03% New
1022
HAMF
Hatteras Alternative Mutual Funds
North Carolina
$417K +$437K 1 0.44% New
1023
MSI Financial Services
MSI Financial Services
Massachusetts
$417K +$377K 10 0.08% New
1024
FDCC
Foster Dykema Cabot & Co
Massachusetts
$415K +$398K 1 0.12% New
1025
KA
Kovack Advisors
Florida
$415K +$398K 1 2.44% New