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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	KFP Keystone Financial Planning Cleveland, Ohio	$4.88M	+$11.5K	1	3.19%	Increased
577	Choate Investment Advisors Boston, Massachusetts	$4.85M	-$45.4K	2	0.31%	Reduced
578	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$4.85M	+$266K	1	0.41%	Increased
579	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.83M	+$710K	2	0.81%	Increased
580	CCB Cutter & Co Brokerage Ballwin, Missouri	$4.82M	-$91.1K	1	1.99%	Reduced
581	TCOV Trust Company of Vermont Brattleboro, Vermont	$4.78M	-$44.5K	5	0.55%	Reduced
582	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$4.77M	+$4.4M	1	1.87%	New
583	Cubist Systematic Strategies Stamford, Connecticut	$4.76M	+$385K	11	0.38%	Increased
584	MC Marcus Capital Northbrook, Illinois	$4.74M	+$4.93K	1	5.11%	Increased
585	FA FDx Advisors Chicago, Illinois	$4.7M	+$3.12M	3	0.14%	Increased
586	Saba Capital Management New York	$4.68M	+$4.32M	1	0.48%	New
587	Conning Inc Hartford, Connecticut	$4.67M	-$47.8K	1	0.19%	Reduced
588	Cambridge Investment Research Advisors Fairfield, Iowa	$4.64M	+$4.62K	4	0.09%	Increased
589	Carnegie Investment Counsel Pepper Pike, Ohio	$4.61M	+$983K	2	0.61%	Increased
590	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$4.6M	+$1.25M	2	0.05%	Increased
591	DA Denali Advisors San Diego, California	$4.58M	-$1.15M	3	0.8%	Reduced
592	FCG FrontFour Capital Group Greenwich, Connecticut	$4.58M	+$4.31M	1	1.47%	New
593	MSI Financial Services Springfield, Massachusetts	$4.56M	+$1.3M	16	0.15%	Increased
594	PPCM Pillar Pacific Capital Management Pacifica, California	$4.55M	-$33.2K	3	0.7%	Reduced
595	AMG National Trust Bank Greenwood Village, Colorado	$4.55M	+$152K	2	0.37%	Increased
596	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$4.51M	+$1.01M	1	0.05%	Increased
597	NCM Nelson Capital Management Menlo Park, California	$4.5M	-$102K	2	1.57%	Reduced
598	Williams Jones & Associates New York	$4.49M	+$592K	1	0.13%	Increased
599	PFU Parus Finance (UK) London, United Kingdom	$4.45M	$0	1	0.78%	Maintained
600	People's United Financial Bridgeport, Connecticut	$4.44M	+$1.12M	5	0.16%	Increased