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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
576	JP Morgan Private Wealth Advisors San Francisco, California	$4.95M	-$598K	3	0.11%	Reduced
577	KIA KCM Investment Advisors Greenbrae, California	$4.95M	+$139K	2	0.59%	Increased
578	GA Geneva Advisors Chicago, Illinois	$4.94M	-$36.3M	3	0.1%	Reduced
579	AssetMark Inc Concord, California	$4.92M	+$4.83M	3	0.12%	New
580	HM Payson & Co Portland, Maine	$4.83M	-$517K	1	0.28%	Reduced
581	CEP Chicago Equity Partners Chicago, Illinois	$4.8M	-$4.32M	1	0.15%	Reduced
582	CAM Cypress Asset Management Houston, Texas	$4.79M	+$64.1K	1	0.89%	Increased
583	ST Semper Trust King Of Prussia, Pennsylvania	$4.79M	+$896K	1	2.17%	Increased
584	Central Trust Company Jefferson City, Missouri	$4.78M	+$35.9K	4	0.43%	Increased
585	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$4.78M	+$196K	1	3.11%	Increased
586	Commerce Bank Kansas City, Missouri	$4.74M	+$340K	3	0.09%	Increased
587	TCOV Trust Company of Vermont Brattleboro, Vermont	$4.71M	+$483K	4	0.86%	Increased
588	CIS Connors Investor Services Wyomissing, Pennsylvania	$4.7M	+$1M	2	1.32%	Increased
589	GCP GSA Capital Partners London, United Kingdom	$4.69M	+$74.7K	9	0.37%	Increased
590	Azimuth Capital Management Bloomfield Hills, Michigan	$4.69M	-$3.02K	1	0.64%	Reduced
591	ICRM Insight Capital Research & Management Walnut Creek, California	$4.68M	-$5.19M	2	1.13%	Reduced
592	AIM Arcadia Investment Management Kalamazoo, Michigan	$4.66M	+$278K	1	1.21%	Increased
593	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$4.61M	+$1.4M	1	0.32%	Increased
594	FPCM Financial Partners Capital Management New York	$4.61M	-$58.6K	1	1.84%	Reduced
595	MAA Matrix Asset Advisors White Plains, New York	$4.6M	+$30.3K	1	0.62%	Increased
596	WSA Wall Street Associates Lajolla, California	$4.58M	-$772K	1	0.43%	Reduced
597	Profund Advisors Bethesda, Maryland	$4.57M	+$2.26M	5	0.24%	Increased
598	BPM Bowling Portfolio Management Cincinnati, Ohio	$4.54M	+$4.68M	1	1.26%	New
599	Moore Capital Management New York	$4.51M	+$1.65M	1	0.1%	Increased
600	HL HeadInvest LLC Portland, Maine	$4.5M	-$147K	2	1.96%	Reduced