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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
1401
BWP
Baldwin Wealth Partners
Massachusetts
$18.9M -$19.5K 4 1.24% Reduced
1402
NS
Night Squared
New York
$18.9M +$17.9M 1 2.03% New
1403
ZI
ZEGA Investments
Florida
$18.9M +$1.13M 4 1.94% Increased
1404
Pure Financial Advisors
Pure Financial Advisors
California
$18.8M +$2.61M 4 0.24% Increased
1405
LK
Lumbard & Kellner
New Hampshire
$18.7M +$753K 4 5.67% Increased
1406
CA
Cache Advisors
California
$18.7M +$2.28M 2 1.58% Increased
1407
FHC
First Heartland Consultants
Missouri
$18.6M -$217K 4 1.21% Reduced
1408
VCP
Verus Capital Partners
Arizona
$18.6M +$3.35M 5 1.01% Increased
1409
MB
MidFirst Bank
Oklahoma
$18.5M +$54K 6 1.32% Increased
1410
HAS
HBW Advisory Services
California
$18.5M +$544K 5 1.68% Increased
1411
NONA
Ninety One North America
New York
$18.4M +$4.89M 2 0.86% Increased
1412
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$18.4M +$1.99M 6 0.29% Increased
1413
CG
Cynosure Group
Utah
$18.4M +$3.13M 6 2.76% Increased
1414
GFG
Genesis Financial Group
New Jersey
$18.4M -$2.68M 2 11.96% Reduced
1415
DGM
Delta Global Management
New York
$18.4M +$10.3M 3 1.99% Increased
1416
AC
Asio Capital
Kentucky
$18.3M -$1.12M 2 2.34% Reduced
1417
HIP
Harrell Investment Partners
Texas
$18.3M -$35.4K 2 3.96% Reduced
1418
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$18.3M -$26.7M 3 0.27% Reduced
1419
KJWM
Kiley Juergens Wealth Management
Washington
$18.1M -$229K 3 2.84% Reduced
1420
Koshinski Asset Management
Koshinski Asset Management
Illinois
$18.1M +$553K 8 0.96% Increased
1421
OL
one8zero8 LLC
North Carolina
$18.1M -$117K 4 3.58% Reduced
1422
Caisse Des Depots Et Consignations
Caisse Des Depots Et Consignations
France
$18.1M +$5.11M 4 0.31% Increased
1423
CCM
Carderock Capital Management
Maryland
$18M +$1.47M 2 3.96% Increased
1424
Acorns Advisers
Acorns Advisers
California
$18M +$1.29M 2 0.12% Increased
1425
CI
Cigna Investments
Connecticut
$17.9M +$664K 7 2.32% Increased