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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
826	Burney Company Reston, Virginia	$2.24M	-$504K	3	0.19%	Reduced
827	Atalanta Sosnoff Capital New York	$2.24M	+$77.9K	1	0.05%	Increased
828	CC ClearArc Capital Cincinnati, Ohio	$2.21M	+$843K	1	0.51%	Increased
829	AFG Albion Financial Group Salt Lake City, Utah	$2.19M	+$314K	3	0.38%	Increased
830	SAM Shikiar Asset Management New York	$2.19M	+$2.2M	1	0.91%	New
831	PCM Prelude Capital Management New York	$2.19M	-$1.92M	6	0.29%	Reduced
832	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$2.17M	+$265K	2	0.87%	Increased
833	NAM NTV Asset Management Charleston, West Virginia	$2.13M	+$13.8K	2	0.65%	Increased
834	HL Financial Services Louisville, Kentucky	$2.13M	+$430K	4	0.06%	Increased
835	NSIM North Star Investment Management Chicago, Illinois	$2.12M	+$109K	4	0.42%	Increased
836	BFA Beaumont Financial Advisors Needham, Massachusetts	$2.1M	+$576K	1	0.15%	Increased
837	Horizon Kinetics New York	$2.1M	+$231K	3	0.03%	Increased
838	SLG Stanley-Laman Group Berwyn, Pennsylvania	$2.1M	+$366K	3	0.38%	Increased
839	RSS Rosenblum Silverman Sutton San Francisco, California	$2.1M	-$41.8K	1	0.98%	Reduced
840	Ingalls & Snyder LLC New York	$2.08M	-$86.3K	3	0.1%	Reduced
841	WA Wheatland Advisors Lancaster, Pennsylvania	$2.06M	-$7.42K	1	1.88%	Reduced
842	SCA Secor Capital Advisors New York	$2.04M	-$420K	2	1.08%	Reduced
843	PBT Pictet Bank & Trust Nassau, Bahamas	$2.04M	+$103K	1	0.8%	Increased
844	Catalyst Capital Advisors Huntington, New York	$2.04M	+$2M	2	0.33%	New
845	QCM Quadrant Capital Management Fairfield, New Jersey	$2.03M	+$2.09M	2	1.95%	New
846	Ancora Advisors Cleveland, Ohio	$2.02M	-$236K	1	0.26%	Reduced
847	MJP Michael J. Puzo	$2M	-$12.7K	2	1.39%	Reduced
848	CTA Colonial Trust Advisors Spartanburg, South Carolina	$1.98M	+$520K	2	0.6%	Increased
849	Envestnet Asset Management Chicago, Illinois	$1.97M	+$800K	10	0.02%	Increased
850	O'Shaughnessy Asset Management Stamford, Connecticut	$1.97M	-$535K	1	0.04%	Reduced