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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	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.09M	+$503K	2	0.1%	Increased
802	AAM Azzad Asset Management Falls Church, Virginia	$2.08M	+$166K	3	1.05%	Increased
803	NPC National Planning Corporation El Segundo, California	$2.08M	+$452K	2	0.19%	Increased
804	OA Outfitter Advisors Mclean, Virginia	$2.07M	-$7.31K	2	0.8%	Reduced
805	Meiji Yasuda Life Insurance Tokyo, Japan	$2.06M	+$237K	3	0.32%	Increased
806	VNA Valley National Advisers Bethlehem, Pennsylvania	$2.06M	-$13.2K	4	1.16%	Reduced
807	GIM Groesbeck Investment Management Paramus, New Jersey	$2.05M	+$133K	1	0.98%	Increased
808	FG Fiduciary Group Savannah, Georgia	$2.05M	+$2.14M	1	0.64%	New
809	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$2.03M	-$113K	2	0.56%	Reduced
810	Boothbay Fund Management New York	$2.02M	+$1.15M	5	0.81%	Increased
811	FineMark National Bank & Trust Fort Myers, Florida	$2.01M	+$33.5K	6	0.26%	Increased
812	Freestone Capital Holdings Seattle, Washington	$2.01M	-$150K	1	0.32%	Reduced
813	SPM Symmetry Peak Management Radnor, Pennsylvania	$2.01M	-$430K	1	0.27%	Reduced
814	FIG Fortress Investment Group New York	$2.01M	+$2.25M	1	0.03%	New
815	MC MRJ Capital New York	$2M	+$1.28M	1	1.12%	Increased
816	AMI Amica Mutual Insurance Providence, Rhode Island	$2M	$0	1	0.17%	Maintained
817	FNYS First New York Securities New York	$1.97M	+$2.08M	5	0.99%	New
818	GIA Gargoyle Investment Advisor Englewood, New Jersey	$1.97M	+$2.05M	1	0.75%	New
819	Ingalls & Snyder LLC New York	$1.95M	+$83.4K	3	0.11%	Increased
820	ECP Electron Capital Partners New York	$1.93M	-$3.29M	1	1.03%	Reduced
821	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$1.93M	-$47.1K	1	2.65%	Reduced
822	Old National Bancorp Evansville, Indiana	$1.93M	-$923K	3	0.11%	Reduced
823	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.92M	+$388K	10	0.14%	Increased
824	Tudor Investment Corp Stamford, Connecticut	$1.91M	-$6.67M	2	0.06%	Reduced
825	Tokio Marine Asset Management Tokyo, Japan	$1.91M	-$311K	2	0.19%	Reduced