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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
1276
DI
Dalton Investments
Nevada
$225K +$221K 1 0.06% New
1277
NL
NWAM LLC
Washington
$225K +$220K 1 0.08% New
1278
AGA
Accuvest Global Advisors
Utah
$221K -$184K 1 0.06% Reduced
1279
BHWM
Bar Harbor Wealth Management
New Hampshire
$219K +$214K 1 0.03% New
1280
PAA
Peregrine Asset Advisers
Oregon
$218K -$1.64M 1 0.17% Reduced
1281
SIM
Strategic Investment Management
Virginia
$218K +$11.6K 1 0.03% Increased
1282
CC
Cadinha & Co
Hawaii
$214K +$194K 1 0.04% New
1283
Addenda Capital
Addenda Capital
Quebec, Canada
$212K $0 1 0.02% Maintained
1284
CFA
Carroll Financial Associates
North Carolina
$212K +$2.72K 4 0.07% Increased
1285
DBT
Dubuque Bank & Trust
Iowa
$211K -$46.4K 2 0.04% Reduced
1286
Washington Trust
Washington Trust
Rhode Island
$211K -$494K 1 0.02% Reduced
1287
CCM
Concourse Capital Management
Georgia
$208K +$231K 1 0.15% New
1288
RCAG
Rehmann Capital Advisory Group
Michigan
$208K +$204K 1 0.06% New
1289
Thomaspartners
Thomaspartners
Massachusetts
$208K $0 1 0.01% Maintained
1290
RBF Capital
RBF Capital
California
$206K $0 1 0.05% Maintained
1291
BWP
Baldwin Wealth Partners
Massachusetts
$205K -$7.48M 1 0.03% Reduced
1292
HF
Hoxton Financial
West Virginia
$205K +$205K 1 0.09% Increased
1293
HCM
Harvest Capital Management
New Hampshire
$204K $0 1 0.1% Maintained
1294
CC
Cipher Capital
New York
$201K +$236K 1 0.09% New
1295
FQ
First Quadrant
California
$201K -$8.31M 1 0% Reduced
1296
First Horizon Advisors
First Horizon Advisors
Tennessee
$197K +$477 6 0.03% Increased
1297
LMR Partners
LMR Partners
United Kingdom
$195K +$159K 1 0.03% New
1298
NCA
NCM Capital Advisers
North Carolina
$195K -$62.6K 1 0.31% Reduced
1299
CCS
Crosspoint Capital Strategies
California
$193K -$5.52M 5 0.08% Reduced
1300
RIA
Regal Investment Advisors
Michigan
$193K +$53.9K 3 0.08% Increased