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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
851	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$1.96M	+$60.6K	1	3.09%	Increased
852	First National Bank of Omaha Omaha, Nebraska	$1.95M	+$639K	1	0.14%	Increased
853	HPA Hilltop Park Associates New York	$1.93M	-$2.6M	1	1.84%	Reduced
854	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.92M	-$9.61M	1	0.41%	Reduced
855	TMC Trellus Management Company Delray Beach, Florida	$1.9M	$0	1	1.6%	Maintained
856	GMIM General Motors Investment Management New York	$1.89M	-$626K	4	0.15%	Reduced
857	Amalgamated Bank New York	$1.87M	-$542K	3	0.28%	Reduced
858	Freestone Capital Holdings Seattle, Washington	$1.87M	+$133K	1	0.29%	Increased
859	Cetera Advisor Networks El Segundo, California	$1.86M	+$229K	3	0.12%	Increased
860	GACM Green Arrow Capital Management New York	$1.85M	+$1.78M	1	0.23%	New
861	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$1.85M	+$576K	1	1.06%	Increased
862	BCB Brian C. Broderick	$1.85M	-$3.87K	1	0.85%	Reduced
863	Bridgewater Associates Westport, Connecticut	$1.85M	+$118K	2	0.01%	Increased
864	Capstone Investment Advisors New York	$1.85M	+$1.79M	2	0.02%	New
865	GWM Greenwich Wealth Management Greenwich, Connecticut	$1.85M	$0	1	0.12%	Maintained
866	Quantbot Technologies New York	$1.83M	+$1.33M	5	0.29%	Increased
867	AHC Adell Harriman & Carpenter Houston, Texas	$1.83M	+$66.8K	1	0.5%	Increased
868	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.82M	$0	1	0.23%	Maintained
869	WRM Westport Resources Management Westport, Connecticut	$1.82M	+$90.9K	4	0.49%	Increased
870	WCM Washington Capital Management Seattle, Washington	$1.81M	-$26.4K	1	0.67%	Reduced
871	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.81M	+$1.22M	2	1.17%	Increased
872	MAM Meeder Asset Management Dublin, Ohio	$1.8M	+$28.6K	1	0.27%	Increased
873	PRHC P.R. Herzig & Co Roslyn Heights, New York	$1.8M	-$10.4K	1	2.38%	Reduced
874	SA Strategic Advisors New York	$1.79M	-$230K	1	1.14%	Reduced
875	PCM Princeton Capital Management Red Bank, New Jersey	$1.79M	+$8.39K	1	1.51%	Increased