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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
676	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.12M	-$5.66M	2	0.16%	Reduced
677	GIA Gargoyle Investment Advisor Englewood, New Jersey	$3.11M	+$389K	2	1.21%	Increased
678	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$3.1M	-$9.6K	1	3.24%	Reduced
679	MIM Marco Investment Management Atlanta, Georgia	$3.07M	-$6.56K	1	0.54%	Reduced
680	Handelsbanken Fonder Stockholm, Sweden	$3.07M	+$58.2K	3	0.09%	Increased
681	Sumitomo Life Insurance Tokyo, Japan	$3.06M	+$20.6K	2	0.44%	Increased
682	CCM Coe Capital Management Highland Park, Illinois	$3.06M	-$13.6M	2	3.94%	Reduced
683	PC Pomelo Capital New York	$3.04M	+$2.81M	1	0.14%	New
684	FPFS First Personal Financial Services Charlotte, North Carolina	$3.03M	+$404K	6	0.8%	Increased
685	IFP Advisors Tampa, Florida	$3.02M	+$288K	17	0.15%	Increased
686	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$3M	+$279K	2	0.04%	Increased
687	ETM Euclidean Technologies Management Seattle, Washington	$2.98M	-$1.58M	2	2.73%	Reduced
688	MAG Millrace Asset Group Berwyn, Pennsylvania	$2.97M	-$2.4M	2	3.24%	Reduced
689	SC Skylands Capital Milwaukee, Wisconsin	$2.96M	-$235K	1	0.45%	Reduced
690	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.95M	+$115K	1	0.19%	Increased
691	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2.94M	+$56.5K	3	1.55%	Increased
692	RSCM Rail-Splitter Capital Management Chicago, Illinois	$2.94M	-$10.3M	1	3.28%	Reduced
693	NSIM North Star Investment Management Chicago, Illinois	$2.92M	+$212K	4	0.44%	Increased
694	Nippon Life Insurance Tokyo, Japan	$2.92M	+$185K	2	0.06%	Increased
695	BGC Blue Granite Capital Charleston, South Carolina	$2.92M	+$2.85M	1	2.07%	New
696	MFWM Motley Fool Wealth Management Alexandria, Virginia	$2.89M	+$127K	1	0.31%	Increased
697	Gratus Capital Atlanta, Georgia	$2.89M	-$93.4K	1	0.43%	Reduced
698	Scotia Capital Toronto, Ontario, Canada	$2.88M	+$317K	4	0.05%	Increased
699	Evergreen Capital Management Bellevue, Washington	$2.84M	-$71.8K	1	0.55%	Reduced
700	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$2.83M	+$2.77M	1	0.33%	New