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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
1351
Krilogy Financial
Krilogy Financial
Missouri
$192K +$66K 4 0.06% Increased
1352
JT
Jump Trading
Illinois
$190K +$175K 1 0.07% New
1353
PFBT
Parkside Financial Bank & Trust
Missouri
$189K -$15.8K 7 0.08% Reduced
1354
GBT
Grove Bank & Trust
Florida
$185K +$180K 3 0.14% New
1355
RFA
Reilly Financial Advisors
California
$183K +$36.9K 4 0.03% Increased
1356
ANRIA
American National Registered Investment Advisor
Texas
$179K $0 1 0.08% Maintained
1357
MNBTD
Moody National Bank Trust Division
Texas
$177K $0 1 0.01% Maintained
1358
SC
SRB Corp
Massachusetts
$176K -$147K 1 0.02% Reduced
1359
IOOF
Independent Order of Foresters
Ontario, Canada
$174K -$100K 1 0.15% Reduced
1360
ARMT
Amica Retiree Medical Trust
Rhode Island
$169K $0 1 0.13% Maintained
1361
DSN
D. Scott Neal
Kentucky
$168K +$10.4K 2 0.12% Increased
1362
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$167K +$47.2K 2 0% Increased
1363
DOA
D'Orazio & Associates
Virginia
$167K $0 2 0.07% Maintained
1364
Addenda Capital
Addenda Capital
Quebec, Canada
$166K $0 1 0.01% Maintained
1365
CHP
Cable Hill Partners
Oregon
$160K -$26.8K 2 0.07% Reduced
1366
CAW
Cornerstone Advisors (Washington)
Washington
$156K +$56.8K 5 0.13% Increased
1367
ADL
Asset Dedication LLC
California
$154K -$1.58K 2 0.09% Reduced
1368
FMP
Financial Management Professionals
Texas
$153K $0 2 0.08% Maintained
1369
ID
Integral Derivatives
New York
$153K -$52.3K 1 0% Reduced
1370
VCM
Versant Capital Management
Arizona
$153K -$32.1K 10 0.09% Reduced
1371
DBT
Dubuque Bank & Trust
Iowa
$152K $0 2 0.03% Maintained
1372
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$151K +$78.1K 2 0.04% Increased
1373
FMLI
Fukoku Mutual Life Insurance
Japan
$150K $0 1 0.03% Maintained
1374
FAM
Fortaleza Asset Management
Illinois
$149K +$126K 2 0.32% Increased
1375
ZB
Zions Bancorporation
Utah
$143K +$9.46K 3 0.03% Increased