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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	WA Winfield Associates Cleveland, Ohio	$1.23M	-$53.1K	2	0.89%	Reduced
977	RU RobecoSam USA New York	$1.23M	-$844K	2	1.34%	Reduced
978	AC Altus Capital Mayfield Heights, Ohio	$1.21M	-$654K	1	1.86%	Reduced
979	Thompson Siegel & Walmsley Richmond, Virginia	$1.2M	+$373K	3	0.02%	Increased
980	MCM Manchester Capital Management Manchester, Vermont	$1.2M	+$282K	5	0.16%	Increased
981	MCM Mazama Capital Management Portland, Oregon	$1.2M	+$1.27M	3	0.32%	Increased
982	HGI Hansberger Global Investors Ft Lauderdale, Florida	$1.19M	-$510K	1	0.34%	Reduced
983	SWM Segment Wealth Management Houston, Texas	$1.18M	+$48K	1	0.46%	Increased
984	PCM Potomac Capital Management New York	$1.18M	+$1.04M	1	0.93%	New
985	First Citizens Bank & Trust Raleigh, North Carolina	$1.18M	-$300K	1	0.1%	Reduced
986	SGH Schonfeld Group Holdings Jericho, New York	$1.18M	-$6.13M	1	4.03%	Reduced
987	DSC Duncker Streett & Co St. Louis, Missouri	$1.17M	+$1.03M	4	0.38%	Increased
988	State of Alaska Department of Revenue Juneau, Alaska	$1.16M	$0	1	0.24%	Maintained
989	SouthState Corp Winter Haven, Florida	$1.16M	+$46.1K	2	0.19%	Increased
990	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.14M	-$165K	1	1.09%	Reduced
991	SI SII Investments Appleton, Wisconsin	$1.13M	+$186K	2	0.16%	Increased
992	CCT Capital City Trust Tallahassee, Florida	$1.13M	-$19.3K	1	0.47%	Reduced
993	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$1.13M	+$983K	1	0.21%	New
994	RCM Reynolds Capital Management Las Vegas, Nevada	$1.12M	+$208K	2	0.76%	Increased
995	HA Hamel Associates Chatham, New Jersey	$1.11M	$0	1	0.73%	Maintained
996	AL Airain Ltd St. Peter Port, Guernsey	$1.11M	-$204K	2	0.09%	Reduced
997	GIM Guardian Investment Management Tiburon, California	$1.1M	+$315K	1	1.2%	Increased
998	FA FMA Advisory Harrisburg, Pennsylvania	$1.09M	-$14.7K	1	0.4%	Reduced
999	TCOT Trust Company of Toledo Holland, Ohio	$1.09M	+$66.7K	1	0.32%	Increased
1000	PFA Paradigm Financial Advisors Des Peres, Missouri	$1.08M	+$276K	1	0.92%	Increased