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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
Washington Trust
Washington Trust
Rhode Island
$426K +$6.6K 1 0.03% Increased
1252
PP
PDT Partners
New York
$425K -$7.1M 1 0.02% Reduced
1253
HWA
HCR Wealth Advisors
California
$422K +$5.61K 1 0.21% Increased
1254
SIC
Sigma Investment Counselors
Michigan
$417K $0 1 0.06% Maintained
1255
IFS
Ifrah Financial Services
Arkansas
$413K -$8.58K 1 0.16% Reduced
1256
CWM
Connecticut Wealth Management
Connecticut
$411K $0 1 0.25% Maintained
1257
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$411K $0 1 0.03% Maintained
1258
ITIM
Indiana Trust & Investment Management
Indiana
$410K -$15.2K 1 0.2% Reduced
1259
BWP
Baldwin Wealth Partners
Massachusetts
$405K +$4.95K 3 0.07% Increased
1260
BRA
Blue Rock Advisors
Minnesota
$402K +$393K 1 0.61% New
1261
PM
Parametrica Management
Hong Kong
$400K -$284K 1 0.38% Reduced
1262
IIM
Ipswich Investment Management
Massachusetts
$399K $0 1 0.19% Maintained
1263
HC
Henshaw Capital
Massachusetts
$396K $0 1 0.04% Maintained
1264
Braun Stacey Associates
Braun Stacey Associates
New York
$395K -$782K 1 0.03% Reduced
1265
HT
Heritage Trust
Oklahoma
$393K -$11.6K 3 0.15% Reduced
1266
Cannell & Spears
Cannell & Spears
New York
$391K +$357K 1 0.05% New
1267
Fiduciary Trust
Fiduciary Trust
Massachusetts
$391K +$370K 2 0.01% New
1268
RCAG
Rehmann Capital Advisory Group
Michigan
$391K -$271K 1 0.07% Reduced
1269
IndexIQ Advisors
IndexIQ Advisors
New York
$389K +$418K 1 0.02% Increased
1270
WA
Wheatland Advisors
Pennsylvania
$385K $0 1 0.35% Maintained
1271
LWAC
Laurel Wealth Advisors (California)
California
$384K +$351K 1 0.14% New
1272
NB
Nicolet Bankshares
Wisconsin
$383K -$18.7K 1 0.18% Reduced
1273
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$381K -$3.28K 1 0.15% Reduced
1274
Hills Bank & Trust
Hills Bank & Trust
Iowa
$377K -$24.8K 1 0.12% Reduced
1275
FC
Fairpointe Capital
Illinois
$375K -$1.14M 1 0.01% Reduced