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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
1176
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$26.7M -$1.79M 4 1.89% Reduced
1177
Avior Wealth Management
Avior Wealth Management
Nebraska
$26.7M +$2.47M 7 0.7% Increased
1178
Evexia Wealth
Evexia Wealth
Wisconsin
$26.7M -$61.6K 5 7.22% Reduced
1179
BFO
Boston Family Office
Massachusetts
$26.6M +$25.2K 4 1.61% Increased
1180
United Capital Management of KS
United Capital Management of KS
Kansas
$26.5M -$2.55M 2 3.48% Reduced
1181
BTC Capital Management
BTC Capital Management
Iowa
$26.5M +$3.37M 2 1.61% Increased
1182
Nordwand Advisors
Nordwand Advisors
Pennsylvania
$26.5M +$215K 4 4.06% Increased
1183
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
$26.5M -$27.5M 2 1.09% Reduced
1184
SC
Settian Capital
New York
$26.5M $0 2 17.02% Maintained
1185
Globeflex Capital
Globeflex Capital
California
$26.5M +$3.79M 5 3.38% Increased
1186
GJL
Gendell Jeffrey L
$26.4M +$1.17M 2 0.23% Increased
1187
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$26.4M +$469K 1 2.04% Increased
1188
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$26.4M -$15M 3 0.43% Reduced
1189
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$26.2M +$2.73M 5 1.2% Increased
1190
Sowell Financial Services
Sowell Financial Services
Arkansas
$26.2M +$836K 9 0.86% Increased
1191
Mengis Capital Management
Mengis Capital Management
Oregon
$26.2M -$1.24M 4 3.98% Reduced
1192
Peterson Wealth Services
Peterson Wealth Services
Utah
$26.1M -$82.6K 5 5.69% Reduced
1193
Twin Capital Management
Twin Capital Management
Pennsylvania
$26.1M +$476K 4 2.84% Increased
1194
Transamerica Financial Advisors
Transamerica Financial Advisors
Florida
$26M -$8.21M 20 2.2% Reduced
1195
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$25.9M -$4.3M 1 1.88% Reduced
1196
Keel Point
Keel Point
Alabama
$25.8M +$1.14M 5 1.53% Increased
1197
NorthRock Partners
NorthRock Partners
Minnesota
$25.7M -$561K 5 0.37% Reduced
1198
Robinhood Asset Management
Robinhood Asset Management
California
$25.6M +$15.9M 2 1.37% Increased
1199
Csenge Advisory Group
Csenge Advisory Group
Florida
$25.6M +$2.51M 8 1.04% Increased
1200
Fullerton Fund Management
Fullerton Fund Management
Singapore
$25.5M -$3.53M 3 1.64% Reduced