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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
801	NPC National Planning Corporation El Segundo, California	$2.44M	+$251K	2	0.19%	Increased
802	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$2.43M	+$2.82K	2	2.22%	Increased
803	SM Southport Management Wilson, Wyoming	$2.42M	+$865K	1	2.64%	Increased
804	SCM Stellar Capital Management Phoenix, Arizona	$2.41M	-$49K	1	2.66%	Reduced
805	BT Beacon Trust Morristown, New Jersey	$2.39M	+$203K	1	0.39%	Increased
806	CIA Covington Investment Advisors Ligonier, Pennsylvania	$2.37M	+$2.28M	1	1.38%	New
807	TCM Tygh Capital Management Portland, Oregon	$2.37M	-$3.45M	2	0.5%	Reduced
808	FSC Fiduciary Services Corp Savannah, Georgia	$2.36M	-$42K	1	0.89%	Reduced
809	EIM Emerson Investment Management Boston, Massachusetts	$2.36M	+$2.48M	1	0.46%	New
810	MBE Michael B. Elefante	$2.35M	$0	2	0.98%	Maintained
811	DCM Dynamic Capital Management St. Helier, Jersey	$2.34M	+$1.13M	3	0.66%	Increased
812	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.34M	+$546K	3	2.1%	Increased
813	HCA Horan Capital Advisors Cincinnati, Ohio	$2.34M	$0	1	2.14%	Maintained
814	Foresters Investment Management New York	$2.31M	$0	1	0.05%	Maintained
815	Bessemer Group Woodbridge, New Jersey	$2.31M	-$118M	9	0.01%	Reduced
816	SFU Stonehage Fleming (UK) London, United Kingdom	$2.31M	-$1.26M	2	0.93%	Reduced
817	COI Connable Office Inc Kalamazoo, Michigan	$2.31M	+$1.38M	2	0.6%	Increased
818	TWI Thomas White International Chicago, Illinois	$2.29M	-$9.75M	1	0.32%	Reduced
819	AMI Amica Mutual Insurance Providence, Rhode Island	$2.29M	$0	1	0.18%	Maintained
820	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.28M	-$162K	2	0.12%	Reduced
821	CT Coastline Trust Providence, Rhode Island	$2.28M	-$104K	1	0.59%	Reduced
822	BUB BBVA USA Bancshares Houston, Texas	$2.24M	+$509K	3	0.1%	Increased
823	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$2.24M	+$3.27K	1	0.68%	Increased
824	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$2.24M	+$2.52M	2	0.14%	New
825	PHK Point72 Hong Kong Hong Kong	$2.24M	+$1.54M	2	7.97%	Increased