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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	Calamos Wealth Management Naperville, Illinois	$1.1M	-$817K	1	0.19%	Reduced
902	WC Whitnell & Co Oak Brook, Illinois	$1.1M	$0	2	0.38%	Maintained
903	EM ELCO Management New York	$1.1M	+$855K	1	0.44%	New
904	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.1M	$0	1	0.14%	Maintained
905	FA Fagan Associates Troy, New York	$1.1M	+$601K	1	0.67%	Increased
906	PVWM Point View Wealth Management Summit, New Jersey	$1.1M	+$44K	1	0.65%	Increased
907	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.07M	$0	1	0.1%	Maintained
908	AAM Azzad Asset Management Falls Church, Virginia	$1.07M	+$142K	1	0.44%	Increased
909	SB Simmons Bank Pine Bluff, Arkansas	$1.07M	-$46.3K	2	0.12%	Reduced
910	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.06M	$0	1	0.14%	Maintained
911	IR Invictus RG Hamilton, Bermuda	$1.06M	+$351K	5	0.83%	Increased
912	ZAM Zevin Asset Management Boston, Massachusetts	$1.06M	-$490K	1	0.34%	Reduced
913	IPC Independent Portfolio Consultants Boca Raton, Florida	$1.06M	+$26.4K	4	0.33%	Increased
914	ICOA Investment Centers of America Bismarck, North Dakota	$1.05M	-$6.63M	1	0.11%	Reduced
915	SPM Symmetry Peak Management Radnor, Pennsylvania	$1.04M	+$676K	1	0.11%	Increased
916	Old National Bancorp Evansville, Indiana	$1.03M	+$208K	2	0.06%	Increased
917	Swiss Life Asset Management Zurich,	$1.03M	+$755K	1	0.04%	Increased
918	SCM Suffolk Capital Management New York	$1.02M	+$930K	1	0.14%	New
919	JSAM J. Safra Asset Management New York	$1.02M	$0	1	1.79%	Maintained
920	Tower Research Capital (TRC) New York	$1.02M	-$1.37M	16	0.1%	Reduced
921	CS Comerica Securities Detroit, Michigan	$1.01M	+$586K	2	0.2%	Increased
922	CPIM Columbia Partners Investment Management Alexandria, Virginia	$1.01M	+$965K	1	0.08%	New
923	DSI Daiwa SB Investments Tokyo, Japan	$1M	+$1.06M	1	0.26%	New
924	SWM Segment Wealth Management Houston, Texas	$989K	$0	1	0.39%	Maintained
925	RSS Rosenblum Silverman Sutton San Francisco, California	$988K	-$54.1K	1	0.45%	Reduced