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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
951	Shinko Asset Management Company Tokyo, Japan	$849K	+$59.4K	3	0.01%	Increased
952	SWM Segment Wealth Management Houston, Texas	$848K	$0	1	0.46%	Maintained
953	NES New England Securities New York	$843K	+$541K	5	0.43%	Increased
954	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$842K	-$48.4K	1	0.17%	Reduced
955	NB NBT Bank Norwich, New York	$841K	-$3.36K	1	0.13%	Reduced
956	SC Saiers Capital New York	$840K	-$725K	1	0.12%	Reduced
957	Envestnet Asset Management Chicago, Illinois	$838K	-$533K	9	0.01%	Reduced
958	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$837K	+$799K	1	0.48%	New
959	Horizon Kinetics New York	$833K	+$274K	2	0.01%	Increased
960	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$820K	+$71.5K	1	1.51%	Increased
961	CAM ClariVest Asset Management San Diego, California	$818K	-$468K	4	0.04%	Reduced
962	Amalgamated Bank New York	$815K	-$18.9K	1	0.26%	Reduced
963	AMIM Aull & Monroe Investment Management Mobile, Alabama	$812K	$0	1	0.53%	Maintained
964	ANI American National Insurance Galveston, Texas	$810K	$0	1	0.06%	Maintained
965	FA FDx Advisors Chicago, Illinois	$795K	-$298K	3	0.09%	Reduced
966	HT HighTower Trust Houston, Texas	$793K	+$377K	1	0.12%	Increased
967	CIM Calvert Investment Management Bethesda, Maryland	$789K	-$9.67K	2	0.1%	Reduced
968	M&T Bank Buffalo, New York	$789K	+$60.8K	3	0.04%	Increased
969	WSA Willow Street Advisors Naples, Florida	$788K	-$40.3K	1	0.49%	Reduced
970	STIA Stone Toro Investment Advisers Princeton, New Jersey	$780K	+$560K	2	0.52%	New
971	CK Cohen Klingenstein New York	$778K	$0	1	0.17%	Maintained
972	IRS Invictus RG (Singapore) Singapore	$777K	+$434K	3	0.66%	Increased
973	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$774K	$0	1	0.96%	Maintained
974	DA Dillon & Associates Jackson, Michigan	$769K	+$50.6K	1	0.43%	Increased
975	QS Investors New York	$761K	-$159K	1	0.03%	Reduced