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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
1076
LA
Linden Advisors
New York
$298K +$209K 1 0.04% New
1077
ECM
Endex Capital Management
Kansas
$296K +$284K 1 0.32% New
1078
Grimes & Company
Grimes & Company
Massachusetts
$296K +$284K 1 0.11% New
1079
RU
RobecoSam USA
New York
$294K +$284K 1 0.41% New
1080
I
IberiaBank
Louisiana
$292K +$280K 1 0.22% New
1081
GVT
Genesee Valley Trust
New York
$291K +$279K 1 0.23% New
1082
FCI
Financial Counselors Inc
Kansas
$290K +$304K 1 0.02% New
1083
ACM
Aviance Capital Management
Florida
$284K +$272K 1 0.16% New
1084
ST
Spinnaker Trust
Maine
$284K +$272K 1 0.05% New
1085
BFIM
Beese Fulmer Investment Management
Ohio
$283K +$271K 1 0.12% New
1086
FHB
First Hawaiian Bank
Hawaii
$283K +$279K 4 0.06% New
1087
CICI
Capital Investment Counsel Inc
North Carolina
$280K +$294K 1 0.14% New
1088
CAM
Cortina Asset Management
Wisconsin
$278K +$254K 1 0.01% New
1089
CCT
Country Club Trust
Missouri
$278K +$292K 1 0.05% New
1090
Capstone Investment Advisors
Capstone Investment Advisors
New York
$277K +$266K 1 0% New
1091
TCB
Texas Capital Bancshares
Texas
$276K +$282K 1 0.27% New
1092
BOTW
Bank of the West
California
$275K +$289K 1 0.05% New
1093
Epoch Investment Partners
Epoch Investment Partners
New York
$274K +$262K 1 0% New
1094
Jones Financial Companies
Jones Financial Companies
Missouri
$274K +$270K 3 0% New
1095
LPT
Legacy Private Trust
Wisconsin
$273K +$262K 1 0.06% New
1096
BOS
Bingham Osborn & Scarborough
California
$271K +$190K 1 0.05% New
1097
NAM
NTV Asset Management
West Virginia
$268K +$275K 1 0.1% New
1098
YCM
Yorkville Capital Management
New York
$267K +$274K 1 0.25% New
1099
SAG
Sterne Agee Group
Alabama
$266K +$244K 1 0.09% New
1100
LC
Lakeshore Capital
Alabama
$264K +$252K 1 0.25% New