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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	FIB First Interstate Bank Billings, Montana	$2.61M	+$2.02M	5	0.56%	Increased
802	Bowen Hanes & Co Ponte Vedra Beach, Florida	$2.6M	-$16.3M	1	0.12%	Reduced
803	WP WealthPLAN Partners Omaha, Nebraska	$2.6M	$0	1	0.73%	Maintained
804	FVCM F&V Capital Management Boca Raton, Florida	$2.59M	-$49.7K	1	1.52%	Reduced
805	Central Trust Company Jefferson City, Missouri	$2.59M	+$20.5K	8	0.17%	Increased
806	PM Precept Management Dallas, Texas	$2.59M	$0	1	2.01%	Maintained
807	Spot Trading Chicago, Illinois	$2.58M	-$11.6M	4	0.04%	Reduced
808	CTA Colonial Trust Advisors Spartanburg, South Carolina	$2.56M	+$62.3K	1	0.56%	Increased
809	BCP Blue Chip Partners Farmington Hills, Michigan	$2.55M	+$144K	1	0.82%	Increased
810	DBT Dubuque Bank & Trust Dubuque, Iowa	$2.54M	+$71.2K	4	0.42%	Increased
811	NP Ninepoint Partners Toronto, Ontario, Canada	$2.54M	+$2.23M	2	0.18%	New
812	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$2.53M	+$3.52K	9	0.05%	Increased
813	MAG Millrace Asset Group Berwyn, Pennsylvania	$2.52M	-$2.63M	1	2.37%	Reduced
814	EI EAM Investors Solana Beach, California	$2.52M	-$284K	1	0.33%	Reduced
815	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$2.52M	+$1.57M	4	0.85%	Increased
816	TAM Telemark Asset Management Boston, Massachusetts	$2.47M	$0	1	0.51%	Maintained
817	Kentucky Retirement Systems Frankfort, Kentucky	$2.45M	-$105K	2	0.18%	Reduced
818	Balentine LLC Atlanta, Georgia	$2.44M	+$2.3K	4	0.2%	Increased
819	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.42M	-$121K	1	1.27%	Reduced
820	Tower Research Capital (TRC) New York	$2.42M	+$1.23M	18	0.2%	Increased
821	HCA Horan Capital Advisors Cincinnati, Ohio	$2.41M	-$703K	2	1.48%	Reduced
822	Stephens Investment Management Group Houston, Texas	$2.4M	$0	1	0.06%	Maintained
823	Evercore Wealth Management New York	$2.4M	-$83.1K	6	0.09%	Reduced
824	Lockheed Martin Investment Management Bethesda, Maryland	$2.38M	-$138K	1	0.13%	Reduced
825	FRM Fox Run Management Greenwich, Connecticut	$2.38M	-$383K	4	0.67%	Reduced