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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
976	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$759K	-$7.05K	1	0.48%	Reduced
977	PCM Perkins Capital Management Wayzata, Minnesota	$757K	+$745K	1	0.54%	New
978	CCM Cai Capital Management New York	$754K	-$994K	1	0.49%	Reduced
979	ZCM Zebra Capital Management Stamford, Connecticut	$753K	+$726K	3	0.59%	New
980	Conning Inc Hartford, Connecticut	$751K	+$18.8K	1	0.06%	Increased
981	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$751K	+$233K	6	0.49%	Increased
982	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$750K	$0	1	0.41%	Maintained
983	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$740K	+$13.5K	4	0.04%	Increased
984	HL Financial Services Louisville, Kentucky	$734K	+$139K	2	0.03%	Increased
985	CYG Clean Yield Group Norwich, Vermont	$733K	+$31.7K	1	0.4%	Increased
986	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$732K	-$31.8K	5	0.46%	Reduced
987	I2I Insight 2811 Inc Chicago, Illinois	$732K	+$720K	1	0.36%	New
988	MNBTD Moody National Bank Trust Division Galveston, Texas	$725K	+$556K	1	0.06%	New
989	Park National Corp Newark, Ohio	$723K	-$1.28K	1	0.06%	Reduced
990	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$721K	+$703K	1	0.58%	New
991	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$716K	-$464K	1	0.62%	Reduced
992	Washington Trust Westerly, Rhode Island	$713K	-$102K	1	0.06%	Reduced
993	TFF Timothy F. Fidgeon	$695K	$0	1	0.36%	Maintained
994	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$691K	$0	1	0.07%	Maintained
995	GF Gerry Farber New York	$688K	-$672K	1	0.74%	Reduced
996	COPM Charter Oak Partners Management Westport, Connecticut	$687K	$0	1	0.54%	Maintained
997	TCOT Trust Company of Toledo Holland, Ohio	$684K	-$171K	1	0.25%	Reduced
998	NAM North American Management Boston, Massachusetts	$674K	+$105K	1	0.13%	Increased
999	Saturna Capital Bellingham, Washington	$674K	+$136K	1	0.02%	Increased
1000	Atalanta Sosnoff Capital New York	$665K	+$413K	1	0.02%	Increased