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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
1126
JT
Jump Trading
Illinois
$605K -$87.1K 1 0.03% Reduced
1127
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$603K -$6.32M 1 0% Reduced
1128
QCMC
Quantum Capital Management (California)
California
$602K -$113K 1 0.1% Reduced
1129
SGAM
Steinberg Global Asset Management
Florida
$601K +$47.1K 1 0.14% Increased
1130
BIA
Biondo Investment Advisors
Pennsylvania
$600K $0 1 0.19% Maintained
1131
South Texas Money Management
South Texas Money Management
Texas
$600K +$1.48K 1 0.04% Increased
1132
OIM
Opus Investment Management
Massachusetts
$594K +$571K 1 0.12% New
1133
BOS
Bingham Osborn & Scarborough
California
$589K +$59K 1 0.08% Increased
1134
NME
Notis-McConarty Edward
$586K -$132K 2 0.39% Reduced
1135
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$585K $0 1 0.05% Maintained
1136
BAM
Brave Asset Management
New Jersey
$584K -$84.7K 2 0.41% Reduced
1137
AF
Aldebaran Financial
$583K -$18.6K 1 0.46% Reduced
1138
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$579K -$2.95M 1 0% Reduced
1139
RT
Rockland Trust
Massachusetts
$577K +$11.1K 1 0.13% Increased
1140
SIM
SSI Investment Management
California
$575K -$7.94K 1 0.06% Reduced
1141
T
TradeWorx
New Jersey
$575K +$18.9K 1 0.47% Increased
1142
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$575K +$65.1K 3 0.14% Increased
1143
WF
WealthTrust Fairport
Ohio
$569K +$447K 2 0.08% Increased
1144
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$556K +$760 5 0.33% Increased
1145
SSB
Sandy Spring Bank
Maryland
$541K +$59.3K 4 0.07% Increased
1146
FM
Foster & Motley
Ohio
$540K -$77.8K 1 0.12% Reduced
1147
FIM
Fruth Investment Management
Texas
$539K $0 1 0.25% Maintained
1148
NGA
Naples Global Advisors
Florida
$536K +$80.9K 1 0.32% Increased
1149
FNB
First Niagara Bank
New York
$534K -$369K 1 0.11% Reduced
1150
AWA
ARS Wealth Advisors
Florida
$529K -$34.4K 1 0.26% Reduced