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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	Thompson Siegel & Walmsley Richmond, Virginia	$946K	-$53.2K	3	0.02%	Reduced
1002	TCM Tanaka Capital Management New York	$943K	$0	1	2.75%	Maintained
1003	CCT Capital City Trust Tallahassee, Florida	$937K	+$8.87K	1	0.39%	Increased
1004	CS Comerica Securities Detroit, Michigan	$937K	+$690K	1	0.31%	Increased
1005	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$935K	+$141K	4	0.46%	Increased
1006	EFS Essex Financial Services Essex, Connecticut	$934K	+$474K	1	0.28%	Increased
1007	PIA Peachtree Investment Advisors Atlanta, Georgia	$930K	-$1.78M	1	0.62%	Reduced
1008	CL CSS LLC Chicago, Illinois	$924K	-$75.3K	2	0.04%	Reduced
1009	TCM Timpani Capital Management Milwaukee, Wisconsin	$924K	+$44.7K	1	0.42%	Increased
1010	BAC Boys Arnold & Co Asheville, North Carolina	$919K	-$131K	1	0.18%	Reduced
1011	FIM Freedom Investment Management Hartford, Connecticut	$919K	+$301K	1	0.16%	Increased
1012	FA FMA Advisory Harrisburg, Pennsylvania	$913K	+$18.9K	1	0.34%	Increased
1013	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$908K	+$215K	1	0.54%	Increased
1014	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$901K	-$17.9K	2	0.8%	Reduced
1015	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$898K	-$248K	1	0.16%	Reduced
1016	CAM ClariVest Asset Management San Diego, California	$895K	-$192K	2	0.03%	Reduced
1017	Covington Capital Management Los Angeles, California	$892K	-$22.9K	1	0.08%	Reduced
1018	SouthState Corp Winter Haven, Florida	$889K	-$191K	2	0.14%	Reduced
1019	CAM Cortina Asset Management Milwaukee, Wisconsin	$883K	-$183K	1	0.04%	Reduced
1020	PineBridge Investments New York	$878K	+$273K	4	0.04%	Increased
1021	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$875K	$0	1	0.11%	Maintained
1022	WFG Wills Financial Group Richmond, Virginia	$875K	-$21.1K	1	0.74%	Reduced
1023	Ronald Blue & Co Roswell, Georgia	$869K	+$66.5K	1	0.06%	Increased
1024	Ballentine Partners Waltham, Massachusetts	$862K	+$878K	1	0.1%	New
1025	GHA GW Henssler & Associates Kennesaw, Georgia	$862K	-$21.1K	1	0.1%	Reduced