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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	MCM Manchester Capital Management Manchester, Vermont	$1.17M	+$210K	3	0.18%	Increased
952	KFS KMS Financial Services Seattle, Washington	$1.17M	-$320K	2	0.2%	Reduced
953	Laird Norton Wetherby Wealth Management San Francisco, California	$1.15M	+$13K	2	0.33%	Increased
954	GHA GW Henssler & Associates Kennesaw, Georgia	$1.15M	+$40.7K	1	0.13%	Increased
955	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.15M	+$330K	1	0.87%	Increased
956	GAAM Guinness Atkinson Asset Management Pasadena, California	$1.14M	$0	1	1.13%	Maintained
957	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$1.14M	+$1.07M	1	0.09%	New
958	Jefferies Group New York	$1.12M	+$694K	2	0.01%	Increased
959	CCT Capital City Trust Tallahassee, Florida	$1.12M	+$61.9K	1	0.48%	Increased
960	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.11M	-$195K	2	0.08%	Reduced
961	TC TradeLink Capital Chicago, Illinois	$1.1M	+$1.04M	1	1.46%	New
962	Jacobs Levy Equity Management Florham Park, New Jersey	$1.09M	-$2.73M	4	0.02%	Reduced
963	CI Constellation Investments Montgomery, Ohio	$1.09M	+$80.4K	2	0.28%	Increased
964	Covington Capital Management Los Angeles, California	$1.08M	$0	1	0.11%	Maintained
965	Bailard Foster City, California	$1.08M	-$598K	2	0.17%	Reduced
966	DCM Dynamic Capital Management St. Helier, Jersey	$1.08M	-$1.15M	1	0.2%	Reduced
967	AF Arrow Financial Glens Falls, New York	$1.08M	-$4.1K	1	0.31%	Reduced
968	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$1.08M	-$5.25M	1	0.07%	Reduced
969	Envestnet Asset Management Chicago, Illinois	$1.08M	+$135K	9	0.01%	Increased
970	PCM Perkins Capital Management Wayzata, Minnesota	$1.08M	+$231K	1	0.73%	Increased
971	Horizon Kinetics New York	$1.07M	+$291K	2	0.01%	Increased
972	FA FMA Advisory Harrisburg, Pennsylvania	$1.07M	+$27.8K	1	0.44%	Increased
973	AW ACG Wealth Atlanta, Georgia	$1.07M	+$1.09M	1	0.27%	New
974	CG Clinton Group New York	$1.07M	-$1.3M	2	0.35%	Reduced
975	BAS Brown Advisory Securities Baltimore, Maryland	$1.06M	-$342K	2	0.43%	Reduced