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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
1476
WI
Wintrust Investments
Illinois
$284K +$294K 1 0.05% New
1477
BO
Bach Option
Hong Kong
$283K +$293K 1 0.13% New
1478
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$283K -$3.87K 1 0.08% Reduced
1479
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$282K -$23.2K 1 0.02% Reduced
1480
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$281K +$294K 1 0% New
1481
BCM
Bienville Capital Management
New York
$279K $0 1 0.02% Maintained
1482
DWM
Doyle Wealth Management
Florida
$279K +$289K 1 0.05% New
1483
JCM
Jacobi Capital Management
Pennsylvania
$279K -$43.7K 5 0.08% Reduced
1484
TCM
Traynor Capital Management
Pennsylvania
$279K +$254K 1 0.1% New
1485
LIM
Leavell Investment Management
Alabama
$278K +$5.49K 1 0.03% Increased
1486
ODG
O'Dell Group
Ohio
$278K $0 1 0.19% Maintained
1487
IIC
Integrated Investment Consultants
Michigan
$276K -$109K 1 0.14% Reduced
1488
CPO
Cerity Partners OCIO
New York
$273K -$38.8K 1 0.02% Reduced
1489
RG
Rikoon Group
New Mexico
$273K -$3.05K 1 0.1% Reduced
1490
BRF
B. Riley Financial
California
$272K -$473K 1 0.07% Reduced
1491
GJIC
Gamble Jones Investment Counsel
California
$268K +$238K 1 0.03% New
1492
RIG
Roosevelt Investment Group
New York
$268K $0 1 0.03% Maintained
1493
EBIM
Eagle Boston Investment Management
Massachusetts
$264K +$277K 1 0.02% New
1494
FC
Fairpointe Capital
Illinois
$264K -$45.5K 1 0.01% Reduced
1495
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$263K -$1.72K 1 0.01% Reduced
1496
SNS Financial Group
SNS Financial Group
Minnesota
$263K $0 1 0.07% Maintained
1497
BAC
Boys Arnold & Co
North Carolina
$262K +$16.2K 1 0.04% Increased
1498
Merit Financial Group
Merit Financial Group
Georgia
$262K +$233K 1 0.05% New
1499
AssetMark Inc
AssetMark Inc
California
$260K +$44.3K 10 0% Increased
1500
PV
Private Vista
Illinois
$260K +$269K 1 0.06% New