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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
1026
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$932K -$720K 21 0.12% Reduced
1027
I2I
Insight 2811 Inc
Illinois
$928K -$225K 1 0.39% Reduced
1028
NB
NBT Bank
New York
$919K +$6.93K 1 0.13% Increased
1029
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$917K +$884K 1 0.06% New
1030
CBU
CIBC Bank USA
Illinois
$913K -$26.6K 2 0.19% Reduced
1031
MCM
Manchester Capital Management
Vermont
$913K -$258K 3 0.15% Reduced
1032
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$912K +$208K 4 0% Increased
1033
DA
Dillon & Associates
Michigan
$909K +$55.3K 1 0.49% Increased
1034
BBA
BLB&B Advisors
Pennsylvania
$908K -$22.1K 1 0.2% Reduced
1035
MSFP
Mark Sheptoff Financial Planning
Connecticut
$899K +$876K 3 0.8% New
1036
SCA
Salient Capital Advisors
Texas
$896K +$654K 1 0.02% Increased
1037
FNB
First Niagara Bank
New York
$889K -$84.2K 2 0.18% Reduced
1038
Saturna Capital
Saturna Capital
Washington
$889K $0 1 0.02% Maintained
1039
SSIA
Spero-Smith Investment Advisers
Ohio
$887K +$40.8K 1 1.05% Increased
1040
ANI
American National Insurance
Texas
$886K $0 1 0.06% Maintained
1041
WFG
Wills Financial Group
Virginia
$885K +$56.4K 1 0.84% Increased
1042
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$882K +$26K 3 0.01% Increased
1043
PCM
Piermont Capital Management
Missouri
$877K -$2.13M 1 0.42% Reduced
1044
PCM
Perritt Capital Management
Illinois
$870K $0 1 0.14% Maintained
1045
TSWM
Triangle Securities Wealth Management
North Carolina
$869K +$141K 1 0.78% Increased
1046
FCCM
First City Capital Management
Georgia
$866K -$23.7K 2 0.62% Reduced
1047
COI
Connable Office Inc
Michigan
$864K -$60K 2 0.24% Reduced
1048
Private Advisor Group
Private Advisor Group
New Jersey
$864K -$822K 2 0.09% Reduced
1049
Quantbot Technologies
Quantbot Technologies
New York
$862K -$51.2K 5 0.2% Reduced
1050
LIM
Leavell Investment Management
Alabama
$860K $0 1 0.14% Maintained