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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
1001	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$665K	+$186K	2	0.25%	Increased
1002	DP Dearborn Partners Chicago, Illinois	$665K	-$34K	1	0.09%	Reduced
1003	SIC Schwartz Investment Counsel Plymouth, Michigan	$661K	+$67.6K	1	0.06%	Increased
1004	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$658K	+$16.8K	1	0.21%	Increased
1005	BIG Blackthorn Investment Group Overland Park, Kansas	$650K	+$203K	3	0.24%	Increased
1006	PCM Prelude Capital Management New York	$650K	-$18.3K	5	0.1%	Reduced
1007	EA Ecofin Advisors London, United Kingdom	$647K	-$113M	3	6.82%	Reduced
1008	QI Quotient Investors New York	$643K	-$421K	1	0.17%	Reduced
1009	LIM Leavell Investment Management Mobile, Alabama	$641K	$0	1	0.12%	Maintained
1010	LMAM Legg Mason Asset Management Tokyo, Japan	$639K	-$57.2K	1	0.35%	Reduced
1011	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$637K	-$236K	1	0.13%	Reduced
1012	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$630K	+$191K	1	0.29%	Increased
1013	FM Foster & Motley Cincinnati, Ohio	$625K	-$81.9K	1	0.17%	Reduced
1014	MC Menta Capital San Francisco, California	$620K	+$122K	1	0.32%	Increased
1015	TT Tower Trust Fort Wayne, Indiana	$620K	$0	1	0.42%	Maintained
1016	Avalon Investment & Advisory Houston, Texas	$614K	+$2.03K	1	0.04%	Increased
1017	EFS Essex Financial Services Essex, Connecticut	$614K	+$116K	1	0.19%	Increased
1018	SCP Sandhill Capital Partners Buffalo, New York	$611K	-$12.1K	1	0.27%	Reduced
1019	GCIA Gabelli & Co Investment Advisers Rye, New York	$606K	$0	1	0.13%	Maintained
1020	FCM Firsthand Capital Management San Jose, California	$605K	$0	2	0.49%	Maintained
1021	HH Hilltop Holdings Dallas, Texas	$604K	-$97.1K	2	0.35%	Reduced
1022	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$603K	-$2.89M	1	0.07%	Reduced
1023	State of Alaska Department of Revenue Juneau, Alaska	$603K	-$514K	1	0.14%	Reduced
1024	Busey Bank Urbana, Illinois	$600K	$0	1	0.1%	Maintained
1025	Thompson Siegel & Walmsley Richmond, Virginia	$591K	-$223K	2	0.01%	Reduced