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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
1301
WRM
Westport Resources Management
Connecticut
$164K -$77.4K 3 0.05% Reduced
1302
Addenda Capital
Addenda Capital
Quebec, Canada
$162K $0 1 0.01% Maintained
1303
MWP
MYCIO Wealth Partners
Pennsylvania
$161K +$27.2K 6 0.03% Increased
1304
TDC
Thompson Davis & Co
Virginia
$158K +$63.5K 3 0.25% Increased
1305
DSN
D. Scott Neal
Kentucky
$155K +$22.7K 2 0.14% Increased
1306
CHP
Cable Hill Partners
Oregon
$153K -$160K 4 0.11% Reduced
1307
ARMT
Amica Retiree Medical Trust
Rhode Island
$151K $0 1 0.13% Maintained
1308
FMP
Financial Management Professionals
Texas
$149K $0 2 0.08% Maintained
1309
CCM
Condor Capital Management
New Jersey
$148K $0 1 0.04% Maintained
1310
SBL
Sargent Bickham Lagudis
Colorado
$146K $0 3 0.02% Maintained
1311
DBT
Dubuque Bank & Trust
Iowa
$145K -$502K 2 0.03% Reduced
1312
TF
Tompkins Financial
New York
$145K +$8.94K 4 0.04% Increased
1313
ADL
Asset Dedication LLC
California
$143K -$1.9K 2 0.1% Reduced
1314
SNT
Security National Trust
West Virginia
$139K -$18.4K 4 0.05% Reduced
1315
DOA
D'Orazio & Associates
Virginia
$137K -$5.86K 2 0.05% Reduced
1316
FWM
Focused Wealth Management
New York
$137K +$5.97K 5 0.06% Increased
1317
H
Hexavest
Quebec, Canada
$137K $0 2 0% Maintained
1318
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$136K +$127K 2 0% Increased
1319
CB
Community Bank
New York
$127K -$3.07K 1 0.03% Reduced
1320
FMLI
Fukoku Mutual Life Insurance
Japan
$127K -$22.7K 1 0.02% Reduced
1321
ZB
Zions Bancorporation
Utah
$124K -$7.09K 3 0.02% Reduced
1322
RWA
Ropes Wealth Advisors
Massachusetts
$121K +$7.48K 2 0.04% Increased
1323
Analytic Investors
Analytic Investors
California
$120K +$125K 1 0% New
1324
ANBT
American National Bank & Trust
Texas
$116K +$74.3K 2 0.04% Increased
1325
GLI
Guardian Life Insurance
New York
$115K -$555 2 0.01% Reduced