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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
CT
Chicago Trust
Illinois
$357K -$17.2K 1 0.14% Reduced
1402
WI
Wedgewood Investors
Pennsylvania
$357K $0 1 0.57% Maintained
1403
Altshuler Shaham
Altshuler Shaham
Israel
$355K +$314K 1 0.02% Increased
1404
RCS
Retirement Capital Strategies
California
$355K $0 1 0.18% Maintained
1405
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$354K $0 1 0% Maintained
1406
GW & Wade
GW & Wade
Massachusetts
$354K +$625 1 0.04% Increased
1407
BII
Bainco International Investors
Massachusetts
$351K -$4.42K 1 0.05% Reduced
1408
SI
Shaker Investments
Ohio
$351K $0 1 0.22% Maintained
1409
PCA
Private Capital Advisors
Connecticut
$350K -$60.6K 1 0.1% Reduced
1410
C
Cerebellum
California
$349K +$157K 3 0.56% Increased
1411
CA
Capital Advantage
California
$344K -$10.7K 1 0.08% Reduced
1412
EP Wealth Advisors
EP Wealth Advisors
California
$344K -$12.8K 1 0.03% Reduced
1413
TCB
Texas Capital Bancshares
Texas
$344K $0 1 0.72% Maintained
1414
LWAC
Laurel Wealth Advisors (California)
California
$341K -$102K 1 0.08% Reduced
1415
AC
Abbrea Capital
California
$338K $0 1 0.1% Maintained
1416
CAM
Cozad Asset Management
Illinois
$338K $0 1 0.1% Maintained
1417
IIC
Integrated Investment Consultants
Michigan
$336K +$12.7K 1 0.16% Increased
1418
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$334K -$255K 1 0.01% Reduced
1419
SBIA
Sheaff Brock Investment Advisors
Indiana
$334K +$71.9K 1 0.03% Increased
1420
IFAM
Institutional & Family Asset Management
Colorado
$333K -$14.5K 3 0.07% Reduced
1421
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$333K $0 1 0.02% Maintained
1422
SAA
Southeast Asset Advisors
Georgia
$330K $0 1 0.09% Maintained
1423
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$329K $0 1 0.09% Maintained
1424
Magnetar Financial
Magnetar Financial
Illinois
$329K -$181K 1 0.01% Reduced
1425
SIM
Sentry Investment Management
Wisconsin
$327K $0 1 0.02% Maintained