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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	QC QCM Cayman Houston, Texas	$985K	-$35.5K	1	1.09%	Reduced
927	NONA Ninety One North America New York	$984K	+$917K	1	0.13%	New
928	TCM Tradition Capital Management Summit, New Jersey	$972K	+$173K	1	0.34%	Increased
929	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$967K	-$244K	1	0.15%	Reduced
930	ACM Argentus Capital Management Dallas, Texas	$960K	+$300K	2	0.34%	Increased
931	EMG Ellington Management Group Old Greenwich, Connecticut	$960K	+$230K	2	0.26%	Increased
932	GIM Guardian Investment Management Tiburon, California	$953K	$0	1	1.06%	Maintained
933	CTA Colonial Trust Advisors Spartanburg, South Carolina	$952K	+$54.8K	1	0.3%	Increased
934	AW Alpha Windward Westwood, Massachusetts	$949K	+$820K	3	0.66%	Increased
935	Atria Investments Charlotte, North Carolina	$948K	+$274K	1	0.09%	Increased
936	ACP Ashfield Capital Partners San Francisco, California	$945K	-$121K	1	0.08%	Reduced
937	PCM Perritt Capital Management Chicago, Illinois	$945K	-$553	1	0.24%	Reduced
938	SSB Sandy Spring Bank Olney, Maryland	$945K	+$510	4	0.1%	Increased
939	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$944K	-$1.78M	6	0.12%	Reduced
940	SA Strategic Advisors New York	$943K	-$33.2K	1	0.53%	Reduced
941	ZF Zhang Financial Portage, Michigan	$941K	-$5.82K	2	0.52%	Reduced
942	Wedbush Securities Los Angeles, California	$930K	+$279K	3	0.14%	Increased
943	CGL Clarius Group LLC Seattle, Washington	$929K	+$8.88K	1	0.43%	Increased
944	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$928K	-$580K	1	0.18%	Reduced
945	AI ArchPoint Investors Coral Gables, Florida	$925K	+$14.8K	2	0.53%	Increased
946	CIA Capital Impact Advisors Boston, Massachusetts	$919K	$0	1	0.4%	Maintained
947	CA Callahan Advisors Houston, Texas	$901K	-$54.6K	1	0.23%	Reduced
948	PIA Peachtree Investment Advisors Atlanta, Georgia	$897K	$0	1	0.88%	Maintained
949	SIC SFE Investment Counsel Los Angeles, California	$896K	$0	1	0.43%	Maintained
950	Mariner Independent Advisor Network Overland Park, Kansas	$892K	+$878K	1	0.13%	New