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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	CAM ClariVest Asset Management San Diego, California	$1.07M	+$83.1K	4	0.04%	Increased
1002	P Pitcairn Conshohocken, Pennsylvania	$1.07M	-$63.2K	3	0.12%	Reduced
1003	GHA GW Henssler & Associates Kennesaw, Georgia	$1.07M	-$144K	1	0.13%	Reduced
1004	Laird Norton Wetherby Wealth Management San Francisco, California	$1.07M	-$18K	2	0.3%	Reduced
1005	LIM Leavell Investment Management Mobile, Alabama	$1.07M	+$265K	2	0.17%	Increased
1006	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.06M	$0	1	0.14%	Maintained
1007	Banque Pictet & Cie Geneva 73, Switzerland	$1.06M	-$29.3K	1	0.03%	Reduced
1008	JIR James Investment Research Alpha, Ohio	$1.06M	-$1.5M	1	0.03%	Reduced
1009	KAS Kemnay Advisory Services New York	$1.06M	+$450K	1	0.38%	Increased
1010	SIC SFE Investment Counsel Los Angeles, California	$1.06M	-$12.1K	1	0.43%	Reduced
1011	Tokio Marine Asset Management Tokyo, Japan	$1.06M	$0	1	0.07%	Maintained
1012	CAM Cortina Asset Management Milwaukee, Wisconsin	$1.05M	-$254K	2	0.04%	Reduced
1013	SIM Spark Investment Management New York	$1.05M	-$2.39M	1	0.16%	Reduced
1014	Verition Fund Management Greenwich, Connecticut	$1.05M	-$719K	3	0.11%	Reduced
1015	WCF West Coast Financial Santa Barbara, California	$1.05M	-$488K	1	0.55%	Reduced
1016	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$1.05M	+$129K	2	0.17%	Increased
1017	MCM McKinley Capital Management Anchorage, Alaska	$1.05M	-$69.2K	3	0.04%	Reduced
1018	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.04M	-$16.2K	2	0.16%	Reduced
1019	KCPG Kavar Capital Partners Group Leawood, Kansas	$1.04M	+$335K	1	0.88%	Increased
1020	IT Investors Trust Dallas, Texas	$1.03M	$0	1	0.8%	Maintained
1021	CB Chemical Bank Detroit, Michigan	$1.02M	+$52K	1	0.17%	Increased
1022	TCM Timpani Capital Management Milwaukee, Wisconsin	$1.02M	-$1.08M	1	0.46%	Reduced
1023	WFG Wills Financial Group Richmond, Virginia	$1.01M	+$107K	1	0.84%	Increased
1024	WIC Wood Investment Counsel Denver, Colorado	$1.01M	+$969K	1	0.15%	New
1025	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$1M	+$104K	1	0.77%	Increased