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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
1326
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$200K +$192K 1 0.01% New
1327
FQ
First Quadrant
California
$199K $0 1 0% Maintained
1328
ARMT
Amica Retiree Medical Trust
Rhode Island
$195K $0 1 0.16% Maintained
1329
PSI
Pinnacle Summer Investments
Virginia
$186K +$59.4K 2 0.02% Increased
1330
BOK
Bank of Kentucky
Kentucky
$176K +$177K 1 0.04% New
1331
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$174K +$1.41K 5 0.02% Increased
1332
CCS
Crosspoint Capital Strategies
California
$167K -$36.1K 3 0.06% Reduced
1333
CFA
Camarda Financial Advisors
Florida
$163K +$142K 2 0.11% New
1334
PVH
Psagot Value Holdings
Israel
$157K +$932 4 0.01% Increased
1335
FWM
Focused Wealth Management
New York
$152K -$6.65K 5 0.12% Reduced
1336
NES
New England Securities
New York
$152K +$26K 4 0.05% Increased
1337
CC
CQS Cayman
Cayman Islands
$145K +$126K 1 0.01% New
1338
DA
Dunvegan Associates
California
$140K -$4.04K 1 0.12% Reduced
1339
CCM
Condor Capital Management
New Jersey
$139K +$26.9K 1 0.04% Increased
1340
CFS
Community Financial System
New York
$137K $0 2 0.03% Maintained
1341
HDIM
Hanson & Doremus Investment Management
Vermont
$131K $0 2 0.06% Maintained
1342
GSC
Ground Swell Capital
South Carolina
$129K +$130K 8 0.25% New
1343
FMP
Financial Management Professionals
Texas
$128K $0 1 0.08% Maintained
1344
Wealthfront
Wealthfront
California
$128K +$48.5K 3 0.01% Increased
1345
PL
Parkwood LLC
Ohio
$118K +$103K 1 0.03% New
1346
IC
Inverness Counsel
New York
$116K $0 1 0.01% Maintained
1347
NC
Northpointe Capital
Michigan
$116K +$123K 1 0.01% New
1348
KTC
Kistler-Tiffany Companies
Pennsylvania
$113K +$138 2 0.08% Increased
1349
IUAM
Itau USA Asset Management
New York
$108K +$64.1K 1 0.03% Increased
1350
TDC
Thompson Davis & Co
Virginia
$108K -$55.2K 3 0.16% Reduced