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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	TCOTO Trust Company of the Ozarks Springfield, Missouri	$1.46M	-$63.6K	2	0.42%	Reduced
902	Pacer Advisors Malvern, Pennsylvania	$1.45M	+$1.64M	2	0.35%	New
903	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.44M	+$105K	1	0.73%	Increased
904	SCG Strategic Capital Group Gig Harbor, Washington	$1.43M	-$860K	1	1.12%	Reduced
905	HIM Harbour Investment Management Edmonds, Washington	$1.43M	-$8.72K	1	0.95%	Reduced
906	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.42M	+$1.13M	2	0.18%	Increased
907	CTA Colonial Trust Advisors Spartanburg, South Carolina	$1.41M	+$750K	1	0.44%	Increased
908	MSU Maple Securities USA Jersey City, New Jersey	$1.4M	-$388K	3	0.1%	Reduced
909	AR Advisory Research Chicago, Illinois	$1.39M	+$853K	1	0.01%	Increased
910	NERM New England Research & Management Chicago, Illinois	$1.39M	+$1.3M	2	1.34%	New
911	P Pitcairn Conshohocken, Pennsylvania	$1.35M	-$97.4K	3	0.15%	Reduced
912	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.34M	+$1.26M	1	1.34%	New
913	Caxton Associates (New York) New York	$1.34M	+$1.37M	1	0.04%	New
914	MUFG Americas New York	$1.33M	-$1.36M	4	0.04%	Reduced
915	SouthState Corp Winter Haven, Florida	$1.32M	+$104K	2	0.22%	Increased
916	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.32M	-$980K	2	0.21%	Reduced
917	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.32M	-$11.1K	1	1.32%	Reduced
918	RSS Rosenblum Silverman Sutton San Francisco, California	$1.32M	+$1.34M	1	0.62%	New
919	HT HighTower Trust Houston, Texas	$1.31M	+$389K	1	0.17%	Increased
920	IIM Ironwood Investment Management Boston, Massachusetts	$1.31M	+$46.8K	1	0.18%	Increased
921	MCM McKinley Capital Management Anchorage, Alaska	$1.3M	-$242K	3	0.05%	Reduced
922	VHAM Van Hulzen Asset Management El Dorado Hills, California	$1.3M	+$1.33M	1	1.12%	New
923	Freestone Capital Holdings Seattle, Washington	$1.3M	+$138K	2	0.23%	Increased
924	First Allied Advisory Services San Diego, California	$1.29M	-$226K	3	0.1%	Reduced
925	CA Callahan Advisors Houston, Texas	$1.28M	+$145K	1	0.45%	Increased