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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
776	MLL Moody Lynn & Lieberson Boston, Massachusetts	$2.78M	-$858K	1	0.38%	Reduced
777	FPA Fieldpoint Private Advisors New York	$2.77M	+$2.67M	1	1.68%	New
778	PIA Peachtree Investment Advisors Atlanta, Georgia	$2.74M	-$1.56M	2	1.83%	Reduced
779	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$2.73M	+$2.51M	1	0.18%	New
780	Scotia Capital Toronto, Ontario, Canada	$2.71M	+$1.32M	3	0.06%	Increased
781	FC FCA Corp Houston, Texas	$2.69M	+$46.2K	1	1.48%	Increased
782	RPA Rock Point Advisors Burlington, Vermont	$2.68M	+$1.28M	1	1.17%	Increased
783	AW ACG Wealth Atlanta, Georgia	$2.67M	+$1.09M	1	0.5%	Increased
784	CA Callahan Advisors Houston, Texas	$2.66M	+$999K	1	0.84%	Increased
785	AR Advisory Research Chicago, Illinois	$2.61M	-$133K	2	0.02%	Reduced
786	FHC First Houston Capital Houston, Texas	$2.6M	+$96.5K	1	2.49%	Increased
787	ZCM Zebra Capital Management Stamford, Connecticut	$2.6M	+$1.38M	3	1%	Increased
788	FSA Franklin Street Advisors Chapel Hill, North Carolina	$2.59M	-$740K	1	0.5%	Reduced
789	AGF Investments Inc Toronto, Ontario, Canada	$2.58M	-$1.18M	4	0.03%	Reduced
790	Meiji Yasuda Life Insurance Tokyo, Japan	$2.58M	-$21.9K	2	0.41%	Reduced
791	FAM Fiduciary Asset Management St. Louis, Missouri	$2.55M	+$2.45M	1	0.5%	New
792	NG NatWest Group Edinburgh, Scotland, United Kingdom	$2.54M	+$70.1K	2	0.11%	Increased
793	PAM Princeton Alpha Management Princeton Junction, New Jersey	$2.53M	+$2.14M	3	0.52%	Increased
794	Coldstream Capital Management Bellevue, Washington	$2.52M	+$488K	2	0.74%	Increased
795	KFS KMS Financial Services Seattle, Washington	$2.51M	+$851K	2	0.36%	Increased
796	IAS IMA Advisory Services Denver, Colorado	$2.48M	+$172K	2	1.13%	Increased
797	TI Trigran Investments Northbrook, Illinois	$2.46M	+$189K	1	1.03%	Increased
798	LG Laidlaw Group Bedford Hills, New York	$2.46M	+$73.7K	1	1.22%	Increased
799	Oberweis Asset Management Lisle, Illinois	$2.45M	-$1.22M	1	0.6%	Reduced
800	CAD Craig A. Drill	$2.44M	$0	1	2.56%	Maintained