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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	SCM Stellar Capital Management Phoenix, Arizona	$2.88M	+$34.7K	1	2.03%	Increased
777	HL Financial Services Louisville, Kentucky	$2.81M	+$302K	4	0.05%	Increased
778	First National Trust Hermitage, Pennsylvania	$2.81M	+$129K	1	0.33%	Increased
779	OKSA O'Keefe Stevens Advisory Rochester, New York	$2.8M	+$2.67M	1	2.6%	New
780	CF CNA Financial Chicago, Illinois	$2.76M	-$1.36M	1	0.7%	Reduced
781	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$2.76M	+$27.5K	1	1.49%	Increased
782	RHBC R.H. Bluestein & Co Birmingham, Michigan	$2.75M	-$673K	4	0.15%	Reduced
783	BGC Blue Granite Capital Charleston, South Carolina	$2.74M	-$37.4K	1	1.89%	Reduced
784	AIC AWM Investment Company New York	$2.74M	-$3.55M	1	0.48%	Reduced
785	1CM 1492 Capital Management Milwaukee, Wisconsin	$2.73M	-$32.2K	2	2.42%	Reduced
786	RegentAtlantic Capital Morristown, New Jersey	$2.73M	+$75.3K	2	0.24%	Increased
787	RNC Capital Management Los Angeles, California	$2.72M	-$24.4K	1	0.21%	Reduced
788	KFP Keystone Financial Planning Cleveland, Ohio	$2.72M	-$475K	1	1.54%	Reduced
789	Magnetar Financial Evanston, Illinois	$2.71M	+$2.23M	5	0.05%	Increased
790	CT Coastline Trust Providence, Rhode Island	$2.71M	+$1.51K	1	0.47%	Increased
791	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.7M	$0	3	0.25%	Maintained
792	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.7M	-$158K	1	1.33%	Reduced
793	KTA Keeley-Teton Advisors Chicago, Illinois	$2.7M	-$61.3K	1	0.15%	Reduced
794	SC Scholtz & Company Stamford, Connecticut	$2.69M	+$503K	2	2.1%	Increased
795	PTCG Pring Turner Capital Group Alamo, California	$2.67M	-$91.7K	1	2.64%	Reduced
796	Laird Norton Wetherby Wealth Management San Francisco, California	$2.66M	+$64K	3	0.4%	Increased
797	CT Chicago Trust Grayslake, Illinois	$2.66M	+$371K	2	1.12%	Increased
798	SFI SPC Financial Inc Rockville, Maryland	$2.65M	+$103K	1	0.66%	Increased
799	WSCM Wellington Shields Capital Management New York	$2.63M	-$512K	2	0.43%	Reduced
800	MPA Marvin & Palmer Associates Wilmington, Delaware	$2.62M	-$2M	1	3.22%	Reduced