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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
1251
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$275K +$7.32K 1 0.02% Increased
1252
SFM
Signet Financial Management
New Jersey
$274K +$289K 1 0.1% New
1253
TC
TradeLink Capital
Illinois
$274K +$290K 2 0.36% New
1254
EAM
Evanson Asset Management
California
$273K -$3.52K 1 0.1% Reduced
1255
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$273K -$69.9K 1 0.09% Reduced
1256
IOOF
Independent Order of Foresters
Ontario, Canada
$273K -$26.7K 1 0.28% Reduced
1257
NEAM
New England Asset Management
Connecticut
$273K $0 1 0.01% Maintained
1258
LC
Lakeshore Capital
Alabama
$272K $0 1 0.35% Maintained
1259
MAM
Mizuho Asset Management
Japan
$272K -$1.02M 3 0.08% Reduced
1260
SC
SRB Corp
Massachusetts
$271K +$27K 2 0.04% Increased
1261
CCA
Cobblestone Capital Advisors
New York
$268K -$13.2K 1 0.05% Reduced
1262
SGH
Schonfeld Group Holdings
New York
$267K +$281K 1 3.58% New
1263
GIS
Guardian Investor Services
New York
$265K -$7.77K 2 0.21% Reduced
1264
BWP
Baldwin Wealth Partners
Massachusetts
$264K +$46.9K 1 0.04% Increased
1265
LH
Lebenthal Holdings
New York
$263K +$255K 1 0.12% New
1266
MRCM
M&R Capital Management
New Jersey
$262K $0 1 0.06% Maintained
1267
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$257K +$35.2K 1 0.03% Increased
1268
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$256K $0 1 0.03% Maintained
1269
CC
Cannell Capital
Wyoming
$254K +$249K 1 0.08% New
1270
MCC
Malaga Cove Capital
California
$254K -$555K 1 0.2% Reduced
1271
RIA
Regal Investment Advisors
Michigan
$253K -$56.2K 3 0.07% Reduced
1272
WRM
Westport Resources Management
Connecticut
$253K -$1.33M 2 0.07% Reduced
1273
OMCS
Old Mutual Customised Solutions
South Africa
$252K +$23.4K 3 0.07% Increased
1274
RCM
Rotella Capital Management
Washington
$252K -$57.1K 1 0.22% Reduced
1275
TFA
Transamerica Financial Advisors
Florida
$252K -$6.27K 4 0.02% Reduced