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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
626	Carnegie Investment Counsel Pepper Pike, Ohio	$3.18M	-$321K	1	0.45%	Reduced
627	MSI Financial Services Springfield, Massachusetts	$3.14M	+$485K	16	0.11%	Increased
628	Sumitomo Life Insurance Tokyo, Japan	$3.12M	-$702K	2	0.43%	Reduced
629	GS GAM Systematic Cambridge, United Kingdom	$3.12M	+$2.1M	6	0.75%	Increased
630	ECM Estabrook Capital Management New York	$3.11M	-$63K	1	0.47%	Reduced
631	BCM Bourgeon Capital Management Darien, Connecticut	$3.09M	-$98.3K	1	2.01%	Reduced
632	EWM Endurance Wealth Management Providence, Rhode Island	$3.09M	+$15.6K	2	0.58%	Increased
633	AIM Assured Investment Management New York	$3.07M	+$2.19M	4	0.07%	Increased
634	FMT First Mercantile Trust Cordova, Tennessee	$3.05M	-$592K	6	0.38%	Reduced
635	Wolverine Trading Chicago, Illinois	$3.04M	+$3.33M	2	0.02%	New
636	FNT First Nebraska Trust Lincoln, Nebraska	$3.02M	-$38.4K	1	0.79%	Reduced
637	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$3.01M	$0	1	1.6%	Maintained
638	PointState Capital New York	$3.01M	+$3.1M	1	0.06%	New
639	Synovus Financial Columbus, Georgia	$3M	+$2.38M	4	0.07%	Increased
640	FTC Farmers Trust Company Youngstown, Ohio	$3M	-$219K	2	0.98%	Reduced
641	CCC Chelsea Counsel Company Los Angeles, California	$2.93M	-$60.2K	1	1.32%	Reduced
642	LNB Ledyard National Bank	$2.93M	-$68.9K	4	0.53%	Reduced
643	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$2.92M	+$20.4K	1	2.93%	Increased
644	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$2.9M	-$202K	1	0.16%	Reduced
645	Scout Investments Kansas City, Missouri	$2.89M	-$354K	1	0.08%	Reduced
646	DVM Dreman Value Management West Palm Beach, Florida	$2.89M	-$8.18M	5	1.79%	Reduced
647	UR USCA RIA Houston, Texas	$2.88M	+$58.8K	1	0.48%	Increased
648	IIA IPG Investment Advisors San Diego, California	$2.88M	+$653K	1	1.19%	Increased
649	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.86M	+$1.48M	2	0.22%	Increased
650	People's United Financial Bridgeport, Connecticut	$2.85M	+$116K	5	0.15%	Increased