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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
651	Scotia Capital Toronto, Ontario, Canada	$2.85M	+$17.8K	4	0.06%	Increased
652	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.84M	+$40.8K	2	0.03%	Increased
653	Gratus Capital Atlanta, Georgia	$2.84M	+$2.92M	1	0.42%	New
654	ECM EagleClaw Capital Management Boston, Massachusetts	$2.84M	+$114K	1	1.89%	Increased
655	TCM Tanaka Capital Management New York	$2.83M	-$11.4K	1	7.26%	Reduced
656	PC Pier Capital Stamford, Connecticut	$2.82M	+$2.8M	1	0.51%	New
657	AVC Arlington Value Capital Salt Lake City, Utah	$2.81M	+$2.75M	1	0.31%	New
658	LM Lincluden Management Mississauga, Ontario, Canada	$2.78M	+$444K	1	0.46%	Increased
659	Spot Trading Chicago, Illinois	$2.77M	-$331K	5	0.05%	Reduced
660	CAM Cypress Asset Management Houston, Texas	$2.75M	-$1.25M	1	0.55%	Reduced
661	MC Menta Capital San Francisco, California	$2.75M	-$210K	5	0.38%	Reduced
662	MIM Marco Investment Management Atlanta, Georgia	$2.74M	-$34.5K	1	0.51%	Reduced
663	AHC Anderson Hoagland & Co St Louis, Missouri	$2.72M	+$183K	2	1.67%	Increased
664	IFP Advisors Tampa, Florida	$2.72M	+$2.11M	17	0.15%	Increased
665	SC Skylands Capital Milwaukee, Wisconsin	$2.71M	-$384K	1	0.44%	Reduced
666	DIA Denver Investment Advisors Denver, Colorado	$2.7M	+$523K	1	0.12%	Increased
667	1CM 1492 Capital Management Milwaukee, Wisconsin	$2.67M	+$2.28M	1	2.4%	Increased
668	SW SVB Wealth Boston, Massachusetts	$2.67M	+$263K	2	0.11%	Increased
669	Evergreen Capital Management Bellevue, Washington	$2.66M	-$80.5K	1	0.58%	Reduced
670	SAM Selway Asset Management	$2.65M	-$91.6K	2	1.7%	Reduced
671	SVP Springbank Value Partners Hampton Bays, New York	$2.65M	+$64.8K	2	4.47%	Increased
672	Kentucky Retirement Systems Frankfort, Kentucky	$2.62M	-$240K	2	0.17%	Reduced
673	BCM Brookmont Capital Management Dallas, Texas	$2.61M	-$185K	1	0.95%	Reduced
674	TC Telemus Capital Southfield, Michigan	$2.61M	+$586K	2	0.32%	Increased
675	FCM Firsthand Capital Management San Jose, California	$2.59M	+$2.15M	3	2.85%	Increased