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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

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
451	TW Transform Wealth Greenwood Village, Colorado	$11.5M	-$1.5M	2	1.69%	Reduced
452	Oppenheimer & Co New York	$11.5M	+$837K	6	0.31%	Increased
453	LIC Lodestar Investment Counsel Chicago, Illinois	$11.5M	-$38.4K	1	1.18%	Reduced
454	FCI Financial Counselors Inc Overland Park, Kansas	$11.2M	+$385K	3	0.46%	Increased
455	D.A. Davidson & Co Great Falls, Montana	$11.2M	+$543K	7	0.21%	Increased
456	SL SIB LLC New York, New York	$11.1M	$0	1	8.5%	Maintained
457	HIM HGC Investment Management Toronto, Ontario, Canada	$10.9M	-$14.8M	1	2.14%	Reduced
458	DA Duality Advisers Miami, Florida	$10.9M	+$8.88M	2	0.95%	Increased
459	RCM Rutabaga Capital Management Boston, Massachusetts	$10.9M	-$5.15M	1	3.1%	Reduced
460	Mitsubishi UFJ Asset Management Tokyo, Japan	$10.8M	+$1.78M	5	0.19%	Increased
461	PCM Penn Capital Management Philadelphia, Pennsylvania	$10.8M	-$6.37M	1	1.07%	Reduced
462	PDM Penn Davis McFarland Dallas, Texas	$10.8M	+$21.6K	1	3.64%	Increased
463	HAM Hillcrest Asset Management Plano, Texas	$10.7M	+$62.7K	1	1.66%	Increased
464	Shelton Capital Management Denver, Colorado	$10.7M	+$9.12M	9	0.62%	Increased
465	Beck Mack & Oliver New York	$10.7M	-$239K	1	0.38%	Reduced
466	Crossmark Global Holdings Houston, Texas	$10.6M	-$74.6K	11	0.3%	Reduced
467	HP Harvey Partners Tarrytown, New York	$10.6M	+$7.02M	3	14.6%	Increased
468	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$10.5M	+$623K	2	0.53%	Increased
469	VHAM Van Hulzen Asset Management El Dorado Hills, California	$10.5M	+$8.47M	2	2.29%	Increased
470	PGM Parian Global Management Pound Ridge, New York	$10.5M	-$1.22M	1	6.79%	Reduced
471	SCP Sandhill Capital Partners Buffalo, New York	$10.3M	-$5.7M	2	1.31%	Reduced
472	Tocqueville Asset Management New York	$10.3M	-$160K	3	0.13%	Reduced
473	LA Linden Advisors New York	$10.2M	+$10.3M	1	0.16%	New
474	AIC AWM Investment Company New York	$10.2M	+$240K	1	1.95%	Increased
475	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.2M	-$2.82M	1	1.79%	Reduced