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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
DF Dent & Co
DF Dent & Co
Maryland
$203K $0 1 0.01% Maintained
1277
ANRIA
American National Registered Investment Advisor
Texas
$202K $0 1 0.09% Maintained
1278
MNBTD
Moody National Bank Trust Division
Texas
$199K $0 1 0.01% Maintained
1279
PCP
Proficio Capital Partners
Massachusetts
$195K -$4.55K 5 0.11% Reduced
1280
WA
WFG Advisors
Texas
$195K -$19.3K 8 0.05% Reduced
1281
RCG
Ruggie Capital Group
Florida
$193K +$205K 1 0.17% New
1282
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$188K -$209K 2 0.03% Reduced
1283
Allworth Financial
Allworth Financial
California
$187K +$1.92K 2 0.02% Increased
1284
BAM
Brave Asset Management
New Jersey
$185K -$229K 3 0.12% Reduced
1285
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$185K +$179K 2 0.12% New
1286
PFBT
Parkside Financial Bank & Trust
Missouri
$185K -$92.7K 5 0.09% Reduced
1287
VCM
Versant Capital Management
Arizona
$180K -$21.6K 10 0.1% Reduced
1288
CHP
Cable Hill Partners
Oregon
$178K +$33.5K 4 0.13% Increased
1289
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$176K $0 1 0.07% Maintained
1290
Penserra Capital Management
Penserra Capital Management
California
$168K +$78.2K 4 0.02% Increased
1291
ARMT
Amica Retiree Medical Trust
Rhode Island
$166K $0 1 0.14% Maintained
1292
CCM
Cutler Capital Management
Massachusetts
$164K -$356K 1 0.05% Reduced
1293
H
Hexavest
Quebec, Canada
$164K $0 2 0% Maintained
1294
Addenda Capital
Addenda Capital
Quebec, Canada
$162K $0 1 0.01% Maintained
1295
FWM
Focused Wealth Management
New York
$161K +$24.3K 5 0.07% Increased
1296
DOA
D'Orazio & Associates
Virginia
$160K +$29.4K 2 0.06% Increased
1297
ADL
Asset Dedication LLC
California
$153K -$3.25K 2 0.1% Reduced
1298
WIC
Woodmont Investment Counsel
Tennessee
$151K +$149K 2 0.04% New
1299
DSN
D. Scott Neal
Kentucky
$150K $0 2 0.12% Maintained
1300
TDC
Thompson Davis & Co
Virginia
$150K -$16.4K 3 0.26% Reduced