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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
901	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.11M	$0	1	0.19%	Maintained
902	CHAM Clear Harbor Asset Management Stamford, Connecticut	$1.1M	+$611K	3	0.3%	Increased
903	SouthState Corp Winter Haven, Florida	$1.09M	+$61.2K	2	0.2%	Increased
904	RCM Reynolds Capital Management Las Vegas, Nevada	$1.08M	+$207K	2	0.7%	Increased
905	SIM SSI Investment Management Los Angeles, California	$1.07M	+$1.04M	1	0.1%	New
906	Beck Mack & Oliver New York	$1.07M	$0	1	0.03%	Maintained
907	CI Constellation Investments Montgomery, Ohio	$1.06M	+$423K	2	0.33%	Increased
908	SAM Symphony Asset Management San Francisco, California	$1.06M	-$1.32M	1	0.11%	Reduced
909	SI SII Investments Appleton, Wisconsin	$1.06M	-$598K	2	0.25%	Reduced
910	Algert Global San Francisco, California	$1.05M	-$2.9M	2	0.3%	Reduced
911	Freestone Capital Holdings Seattle, Washington	$1.03M	+$173K	2	0.18%	Increased
912	DY Dowling & Yahnke San Diego, California	$1.02M	+$14.8K	1	0.16%	Increased
913	CA Callahan Advisors Houston, Texas	$1.02M	+$624K	1	0.39%	Increased
914	Laird Norton Wetherby Wealth Management San Francisco, California	$1.02M	+$134K	2	0.32%	Increased
915	Johnson Investment Counsel Cincinnati, Ohio	$1.01M	+$279K	3	0.04%	Increased
916	GHA GW Henssler & Associates Kennesaw, Georgia	$1M	+$3.9K	1	0.13%	Increased
917	Dodge & Cox San Francisco, California	$1M	-$692K	1	0%	Reduced
918	ALPS Advisors Denver, Colorado	$992K	+$623K	4	0.01%	Increased
919	AHC Adell Harriman & Carpenter Houston, Texas	$992K	+$638K	1	0.28%	Increased
920	PAM PartnerRe Asset Management Greenwich, Connecticut	$981K	-$124K	2	0.17%	Reduced
921	AF Arrow Financial Glens Falls, New York	$977K	+$183K	2	0.3%	Increased
922	AL Agran Libbie Santa Monica, California	$969K	-$166K	2	0.28%	Reduced
923	COI Connable Office Inc Kalamazoo, Michigan	$969K	+$36K	2	0.27%	Increased
924	FNB First Niagara Bank Lockport, New York	$969K	-$351K	2	0.21%	Reduced
925	SIC SFE Investment Counsel Los Angeles, California	$967K	-$24K	1	0.47%	Reduced