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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	Glenview Trust Louisville, Kentucky	$955K	+$892K	1	0.11%	New
1002	Verition Fund Management Greenwich, Connecticut	$949K	-$2.35M	2	0.17%	Reduced
1003	Quantbot Technologies New York	$947K	-$234K	5	0.46%	Reduced
1004	RCM Reynolds Capital Management Las Vegas, Nevada	$944K	+$6.57K	2	0.53%	Increased
1005	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$943K	-$39.1K	1	0.23%	Reduced
1006	MSI Financial Services Springfield, Massachusetts	$942K	-$173K	10	0.14%	Reduced
1007	IT Investors Trust Dallas, Texas	$940K	+$947K	1	0.73%	New
1008	SFP Santa Fe Partners Santa Fe, New Mexico	$939K	-$1.14M	2	0.15%	Reduced
1009	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$937K	-$4.61K	1	0.48%	Reduced
1010	COI Connable Office Inc Kalamazoo, Michigan	$934K	-$159K	2	0.25%	Reduced
1011	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$931K	+$23.1K	1	1.56%	Increased
1012	ACI Advance Capital I Southfield, Michigan	$925K	+$438K	1	0.44%	Increased
1013	NB NBT Bank Norwich, New York	$925K	-$5.69K	1	0.13%	Reduced
1014	BUB BBVA USA Bancshares Houston, Texas	$920K	-$306K	1	0.04%	Reduced
1015	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$920K	+$816K	1	0.31%	New
1016	Bradley Foster & Sargent Hartford, Connecticut	$918K	-$32.7K	3	0.05%	Reduced
1017	FCCM First City Capital Management Savannah, Georgia	$916K	+$367K	1	0.75%	Increased
1018	SI SII Investments Appleton, Wisconsin	$913K	-$232K	1	0.16%	Reduced
1019	ANI American National Insurance Galveston, Texas	$912K	$0	1	0.06%	Maintained
1020	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$905K	+$908K	4	0.04%	New
1021	Scotia Capital Toronto, Ontario, Canada	$897K	+$301K	2	0.02%	Increased
1022	SCM Sigma Capital Management Stamford, Connecticut	$895K	-$15.1M	1	0.05%	Reduced
1023	Saturna Capital Bellingham, Washington	$891K	+$158K	1	0.02%	Increased
1024	AMIM Aull & Monroe Investment Management Mobile, Alabama	$883K	-$14.2K	1	0.52%	Reduced
1025	IHL Investment House LLC Redondo Beach, California	$877K	+$820K	1	0.16%	New