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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
1551
PWPS
Pinnacle Wealth Planning Services
Ohio
$15.3M -$288K 19 1.45% Reduced
1552
QWM
Quadcap Wealth Management
Texas
$15.1M +$1.95M 5 1.47% Increased
1553
WIC
WealthBridge Investment Counsel
Alberta, Canada
$15.1M +$20.2K 1 4.03% Increased
1554
SFS
Searcy Financial Services
Kansas
$15M +$12.8M 2 5.05% Increased
1555
PEAK6
PEAK6
Illinois
$15M -$76.3M 10 0.03% Reduced
1556
PPA
Pacific Point Advisors
California
$15M -$245K 4 6.85% Reduced
1557
SCP
Sivia Capital Partners
California
$15M +$2.72M 6 1.82% Increased
1558
AC
AlpenGlobal Capital
California
$14.9M -$159K 1 9.59% Reduced
1559
MAM
Montanaro Asset Management
United Kingdom
$14.9M +$3.24M 1 4.71% Increased
1560
RS
Rakuten Securities
Japan
$14.9M +$446K 12 3.47% Increased
1561
FVWA
Foster Victor Wealth Advisors
South Carolina
$14.9M +$1.67M 4 0.78% Increased
1562
SageView Advisory Group
SageView Advisory Group
California
$14.8M -$174K 5 0.49% Reduced
1563
PPWP
Premier Path Wealth Partners
New Jersey
$14.8M +$324K 4 1.7% Increased
1564
SCM
Shah Capital Management
North Carolina
$14.8M -$655K 1 2.81% Reduced
1565
BBI
Baxter Bros Inc
Connecticut
$14.8M +$30.2K 2 1.71% Increased
1566
MAM
Morse Asset Management
Connecticut
$14.8M +$211K 5 2.45% Increased
1567
ACM
Atika Capital Management
New York
$14.8M -$8.46M 1 0.97% Reduced
1568
SAI
Systematic Alpha Investments
New Jersey
$14.7M +$800K 4 0.4% Increased
1569
CAM
Cidel Asset Management
Ontario, Canada
$14.7M +$130K 5 0.71% Increased
1570
Procyon Advisors
Procyon Advisors
Connecticut
$14.7M +$209M 4 0.63% Increased
1571
IIA
IPG Investment Advisors
California
$14.7M +$134K 4 2.11% Increased
1572
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$14.7M +$1.22M 4 0.28% Increased
1573
MWVC
Morgens Waterfall Vintiadis & Co
New York
$14.7M $0 1 11.2% Maintained
1574
BI
BFI Infinity
Switzerland
$14.7M +$625K 1 4.36% Increased
1575
AWM
Accurate Wealth Management
Florida
$14.7M -$2.21M 6 1.4% Reduced