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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	BIC Bridges Investment Counsel Omaha, Nebraska	$3.37M	-$221K	1	0.82%	Reduced
652	GA Geneva Advisors Chicago, Illinois	$3.36M	+$60.4K	3	0.07%	Increased
653	PIM Profit Investment Management North Bethesda, Maryland	$3.32M	-$363K	2	3.14%	Reduced
654	ECM Estabrook Capital Management New York	$3.32M	-$125K	1	0.52%	Reduced
655	BOK Financial Tulsa, Oklahoma	$3.31M	-$1.04M	4	0.11%	Reduced
656	FNT First Nebraska Trust Lincoln, Nebraska	$3.3M	-$6.56K	1	0.79%	Reduced
657	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.3M	+$556K	2	0.37%	Increased
658	OA Oak Associates Akron, Ohio	$3.3M	+$111K	1	0.33%	Increased
659	SAM Selway Asset Management	$3.28M	+$91K	2	1.97%	Increased
660	LPL Financial San Diego, California	$3.26M	-$880K	5	0.02%	Reduced
661	LNB Ledyard National Bank	$3.26M	-$2.89K	4	0.58%	Reduced
662	Simplex Trading Chicago, Illinois	$3.24M	+$1.46M	9	0.19%	Increased
663	AHC Anderson Hoagland & Co St Louis, Missouri	$3.22M	-$32.8K	2	1.88%	Reduced
664	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3.22M	+$416K	9	0.04%	Increased
665	Raymond James Trust St. Petersburg, Florida	$3.21M	+$25.8K	2	0.26%	Increased
666	ECM EagleClaw Capital Management Boston, Massachusetts	$3.21M	$0	1	2.02%	Maintained
667	AC Apertura Capital Dallas, Texas	$3.21M	+$2.96M	1	1.17%	New
668	DCM Dialectic Capital Management Norwalk, Connecticut	$3.21M	+$546K	1	1.8%	Increased
669	FC FCA Corp Houston, Texas	$3.2M	+$98.8K	1	1.59%	Increased
670	CAM Cypress Asset Management Houston, Texas	$3.18M	+$99.5K	2	0.61%	Increased
671	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$3.18M	+$87.7K	2	0.17%	Increased
672	SW SVB Wealth Boston, Massachusetts	$3.18M	+$54.5K	2	0.13%	Increased
673	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3.16M	-$339K	1	1.67%	Reduced
674	Verition Fund Management Greenwich, Connecticut	$3.13M	+$1.4M	4	0.27%	Increased
675	VAM Visionary Asset Management Houston, Texas	$3.13M	+$167K	1	1.02%	Increased