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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
1426
Perpetual Ltd
Perpetual Ltd
Australia
$329K $0 1 0.04% Maintained
1427
BII
Bainco International Investors
Massachusetts
$328K +$4.18K 1 0.05% Increased
1428
PWP
Private Wealth Partners
California
$328K +$340K 1 0.06% New
1429
VCA
Verdence Capital Advisors
Maryland
$328K -$36.9K 1 0.08% Reduced
1430
DA
Dillon & Associates
Michigan
$327K +$11.6K 1 0.12% Increased
1431
SIM
Sentry Investment Management
Wisconsin
$327K -$1.23M 1 0.02% Reduced
1432
Miracle Mile Advisors
Miracle Mile Advisors
California
$326K -$15.5K 1 0.03% Reduced
1433
Park Avenue Securities
Park Avenue Securities
New York
$325K +$13.6K 1 0.06% Increased
1434
Prospera Financial Services
Prospera Financial Services
Texas
$325K -$2.74K 1 0.04% Reduced
1435
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$324K +$291K 1 0.06% New
1436
CT
Chicago Trust
Illinois
$323K -$110K 1 0.14% Reduced
1437
ASA
Armstrong Shaw Associates
Connecticut
$322K +$334K 1 0.29% New
1438
LIC
Laurus Investment Counsel
Canada
$321K $0 1 0.23% Maintained
1439
AP
Appleton Partners
Massachusetts
$319K $0 1 0.05% Maintained
1440
CA
Calton & Associates
Florida
$318K -$173K 1 0.09% Reduced
1441
CAM
Columbia Asset Management
Michigan
$317K -$322K 1 0.09% Reduced
1442
TFA
Toth Financial Advisory
Virginia
$317K +$263K 1 0.07% Increased
1443
FCFC
First Commonwealth Financial Corp
Pennsylvania
$316K -$21.4K 1 0.33% Reduced
1444
NewEdge Advisors
NewEdge Advisors
Louisiana
$316K -$9.98K 1 0.03% Reduced
1445
Sculptor Capital
Sculptor Capital
New York
$315K +$389K 1 0% New
1446
ATFA
All Terrain Financial Advisors
Minnesota
$312K +$21.3K 1 0.14% Increased
1447
AC
Abbrea Capital
California
$311K $0 1 0.1% Maintained
1448
CAM
Cozad Asset Management
Illinois
$311K +$332K 1 0.1% New
1449
Gofen & Glossberg
Gofen & Glossberg
Illinois
$311K -$1.83K 1 0.01% Reduced
1450
SCA
Sippican Capital Advisors
Massachusetts
$311K -$1.02M 1 0.31% Reduced