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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
926	Covington Capital Management Los Angeles, California	$963K	$0	1	0.11%	Maintained
927	CCT Capital City Trust Tallahassee, Florida	$952K	-$26.2K	1	0.42%	Reduced
928	JAMONY Jacob Asset Management of New York Hermosa Beach, California	$948K	+$181K	2	1.17%	Increased
929	HCM Horrell Capital Management Little Rock, Arkansas	$946K	-$1.04K	1	0.5%	Reduced
930	FA FMA Advisory Harrisburg, Pennsylvania	$945K	+$26K	1	0.38%	Increased
931	CAM Cortina Asset Management Milwaukee, Wisconsin	$929K	+$676K	2	0.04%	Increased
932	Wolverine Asset Management Chicago, Illinois	$906K	-$867K	1	0.02%	Reduced
933	CB Chemical Bank Detroit, Michigan	$904K	-$155K	1	0.18%	Reduced
934	SRC Shufro Rose & Co New York	$904K	-$11.3K	1	0.1%	Reduced
935	CAM Carret Asset Management New York	$899K	+$18.1K	1	0.2%	Increased
936	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$898K	-$13.4K	1	0.62%	Reduced
937	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$890K	-$14.5K	1	0.23%	Reduced
938	BP Banyan Partners Palm Beach Gardens, Florida	$884K	+$862K	1	0.08%	New
939	ZF Zhang Financial Portage, Michigan	$880K	$0	1	0.71%	Maintained
940	GAAM Guinness Atkinson Asset Management Pasadena, California	$879K	+$578K	1	0.85%	New
941	Ronald Blue & Co Roswell, Georgia	$873K	+$107K	1	0.07%	Increased
942	Bahl & Gaynor Cincinnati, Ohio	$871K	+$28.6K	2	0.02%	Increased
943	Fulton Bank Lancaster, Pennsylvania	$867K	+$571K	2	0.1%	Increased
944	SG Swarthmore Group Philadelphia, Pennsylvania	$862K	-$28.6M	1	0.11%	Reduced
945	CBU CIBC Bank USA Chicago, Illinois	$860K	-$717K	2	0.21%	Reduced
946	CSM Central Square Management Naperville, Illinois	$856K	+$842K	1	0.56%	New
947	Bradley Foster & Sargent Hartford, Connecticut	$851K	-$8.78K	3	0.05%	Reduced
948	MCM Manchester Capital Management Manchester, Vermont	$850K	-$824K	3	0.15%	Reduced
949	Oberweis Asset Management Lisle, Illinois	$850K	+$668K	1	0.24%	New
950	RU RobecoSam USA New York	$849K	+$430K	1	1.09%	Increased