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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
2226
FS
Ferguson Shapiro
Georgia
$7.06M -$362K 2 2.07% Reduced
2227
RCIM
Red Cedar Investment Management
Michigan
$7.06M -$142K 1 0.67% Reduced
2228
Masters Capital Management
Masters Capital Management
Georgia
$7.06M +$8.34M 1 0.18% New
2229
WWM
Whalen Wealth Management
Nevada
$7.06M +$1.72M 6 3.17% Increased
2230
AU
AlphaGrep UK
$7.05M -$335K 14 2.1% Reduced
2231
Montag & Associates
Montag & Associates
Georgia
$7.05M +$364K 10 0.3% Increased
2232
EA
Everpar Advisors
Oklahoma
$7.04M +$52.3K 4 2% Increased
2233
MIC
Maxi Investments CY
Cyprus
$7.04M -$99K 3 1.42% Reduced
2234
SIA
SGL Investment Advisors
Montana
$7.03M +$1.19M 4 2.43% Increased
2235
MBAML
Marble Bar Asset Management LLP
$7.03M +$865K 1 4.87% Increased
2236
WMA
West Michigan Advisors
Michigan
$7.02M -$378K 3 1.33% Reduced
2237
FBB
Fulton Breakefield Broenniman
Maryland
$7.01M -$825K 2 0.41% Reduced
2238
HP
Hilltop Partners
Indiana
$7.01M +$541K 3 1.7% Increased
2239
RIA
Regal Investment Advisors
Michigan
$7.01M +$1.59M 5 0.36% Increased
2240
BWM
Bosman Wealth Management
California
$7.01M -$380K 2 4.35% Reduced
2241
WC
Whitney & Co
New York
$7.01M -$51K 2 0.51% Reduced
2242
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$7.01M +$97.8K 2 0.34% Increased
2243
AA
ABC Arbitrage
France
$7.01M +$5.99M 1 0.76% New
2244
SCA
St. Clair Advisors
Ohio
$7M $0 2 1.8% Maintained
2245
LBWM
Left Brain Wealth Management
Illinois
$7M +$3.29M 2 2.11% Increased
2246
CA
Crewe Advisors
Utah
$7M +$166K 9 0.51% Increased
2247
KFA
Kelleher Financial Advisors
New York
$6.99M +$3.59M 5 0.99% Increased
2248
MCB
Morton Community Bank
Illinois
$6.98M -$2.02K 1 1.42% Reduced
2249
GTAM
Global Trust Asset Management
Florida
$6.98M +$636K 5 2.18% Increased
2250
PCMH
Polymer Capital Management (HK)
Hong Kong
$6.97M +$2.72M 1 0.35% Increased